USS Constitution

Please select a name to read their full biography.

Christopher J. Cordaro Christopher J. Cordaro CFA, CFP®, MBA, MS, Wealth Manager Ext. 207 ccordaro@regentatlantic.com
Chris Cordaro is Chief Executive Officer, Chief Investment Officer and architect of RegentAtlantic's investment philosophy and its analytical planning structure. Chris handles client relationships and provides expertise to the firm on concentrated stock positions, stock options and executive compensation plans. Chris has been providing wealth management services since 1985. He holds a BS in Economics, an MS in Financial Planning, an MBA in Finance, and holds the CERTIFIED FINANCIAL PLANNER™ and the Chartered Financial Analyst designations. Chris has been an adjunct faculty member at Fairleigh Dickinson University and the County College of Morris. In 2003, New Jersey Business Magazine named Chris to its listing of top business leaders in New Jersey in its "Forty Under Forty". He is also past president of the New Jersey Chapter of the Financial Planning Association and has served on the Advisory Board of Financial Advisors for T.D. Waterhouse. Under Chris's leadership, RegentAtlantic Capital was named among the 50 fastest growing companies in New Jersey in 2005 and 2006 by New Jersey Business Magazine. In addition to having been named in the 2006 Robb Report Worth magazine listing of the top 100 Wealth Advisors in the country, Chris was named to the "Top 100 Independent Financial Advisors" in the U.S. by Barron's Magazine in 2010 and 2011.
James J. Ciprich James J. Ciprich CFP®, MBA, Wealth Manager Ext. 220 jciprich@regentatlantic.com

As a Wealth Manager, Jim directly advises clients on financial planning and wealth management issues. Jim joined RegentAtlantic in 2007 as a Financial Advisor and currently serves as chair of the Financial Planning Committee and oversees the Risk Management subcommittee. Jim has helped to create and implement many of the firm's risk management analyses, focusing on quantitative needs analyses for different insurable risks. Jim is also responsible for overseeing that clients across all service teams receive consistent, quality financial planning services, and for creating content for both internal training and external communications. Prior to joining RegentAtlantic, Jim was a wealth management specialist at USI Bertholon Rowland, and a financial advisor at New England Financial. Jim is a CERTIFIED FINANCIAL PLANNER™ professional, and holds an MBA from Rutgers Graduate School of Management and a BA in Economics from Rutgers College. He is an Adjunct Professor at Fairleigh Dickinson University where he teaches prospective financial planners in the CFP® program. Prior to his career in financial services, Jim held various marketing positions in the music industry and is the only RegentAtlantic employee to have RIAA certified gold and platinum albums on his office wall.

Amanda Lott Amanda LottCFP®, Financial Advisor Ext. 257 alott@regentatlantic.com

As a Financial Advisor at RegentAtlantic, Amanda is responsible for managing client relationships, coordinating all aspects of client service for the team and conducting financial-based analyses that help clients achieve their financial goals. She currently is a member of the Financial Planning Committee, where she chairs the Retirement sub-committee and serves as a member of the Estate Planning sub-committee. Amanda graduated as the top graduate of the College of Human Sciences at Texas Tech University with a BS in Personal Financial Planning. She is a member of the Financial Planning Association of New Jersey and currently serves as a member of the Allied Professional Committee. Amanda is also currently serving as a member of the Texas Tech Personal Financial Planning Alumni Advisory Board. She holds the CERTIFIED FINANCIAL PLANNER™ designation, is a Certified Retirement Counselor®, and will be pursuing a Masters in Taxation from Fairleigh Dickinson University beginning in January 2012.

Susan Schindler Susan Schindler RPSM, Senior Client Service Administrator Ext. 203 sschindler@regentatlantic.com

Susan brings to the team an extraordinary depth of operational expertise related to account transfers, wire procedures, trading, and account reconciliation. She is the team's liaison for RegentAtlantic's various custodian relationships. Susan has worked in the financial services industry since 1982 and had served on the TD Ameritrade Operations Panel. Since joining RegentAtlantic as a clerical assistant, she has held a series of positions with increasing responsibilities. In 2002, Susan became a Registered Paraplanner through the College of Financial Planning.

James Moore James Moore Team Assistant Ext. 242 jmoore@regentatlantic.com

As a Team Assistant, James is actively involved in supporting two wealth management teams. While performing various administrative tasks, his foremost responsibilities include setting up annual reviews, producing Investment Policy Statements, processing class action documentation as well as participating in the quarterly reporting process. James joins RegentAtlantic Capital with nearly 6 years experience in the financial industry. He attended Grambling State University and is currently pursuing a degree in Business Administration.

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