Regatta Capital Group, LLC

Lee Clay is a financial advisor at Regatta Capital Group, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Regatta Capital Group since 2018, following a decade of self-employment. Regatta Capital Group is a multi-advisor wealth management firm serving individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional investors. The firm manages diversified portfolios using low-cost mutual funds and ETFs with a primarily long-term approach, and it offers services including wealth management, portfolio management, financial planning, retirement plan advisory, and digital-asset account facilitation.

Ellen Himmel is a financial advisor at Regatta Capital Group, LLC with nine years of industry experience. She holds a Series 65 designation and has been with Regatta Capital Group since 2016. In addition to her advisory role, Ellen operates a tax preparation service as a sole proprietor. Regatta Capital Group is a multi-advisor wealth management firm managing approximately $1.37 billion and serving individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional investors. The firm provides comprehensive wealth management, portfolio management, financial planning, and retirement plan advisory services, and facilitates digital-asset accounts through Fidelity Digital Asset Services.

Lindsey Diranian is a financial advisor with Regatta Capital Group, LLC, holding a Series 66 designation and bringing 10 years of industry experience. She has worked at Regatta Capital Group since 2019 and previously held roles at Wells Fargo Clearing Services and Wells Fargo Advisors. Regatta Capital Group is a multi-advisor wealth management firm managing approximately $1.37 billion and serving a range of clients including individuals, pension plans, corporations, charitable organizations, and institutional investors. The firm constructs diversified portfolios primarily using low-cost mutual funds and ETFs with a long-term orientation, while also offering discretionary and non-discretionary management, financial planning, retirement plan advisory services, and digital-asset account facilitation.

Lisa Margulies is a financial advisor with Regatta Capital Group, LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. She has been with Regatta Capital Group since 2014. Outside of her advisory role, she has authored books scheduled for publication in 2015. Regatta Capital Group is a multi-advisor wealth management firm managing approximately $1.37 billion and serving individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional investors. The firm employs a primarily long-term investment approach using low-cost mutual funds and ETFs, with tactical adjustments as needed, and combines traditional advisory services with an affiliated private-fund platform and performance-based fee arrangements.

Nicholas Ozer is a CFP®-certified financial advisor with 13 years of industry experience. He has been with Regatta Capital Group, LLC since 2015. Regatta Capital Group is a multi-advisor wealth management firm managing approximately $1.37 billion and serving individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional investors. The firm employs diversified portfolios using low-cost mutual funds and ETFs with a long-term focus, while also offering tactical rebalancing and shorter-term trades as needed.

Benjamin Satterfield is a financial advisor at Regatta Capital Group, LLC with 19 years of industry experience. He has held positions at Regatta Capital Group since 2020 and previously worked at Griffin Capital Securities, LLC from 2015 to 2020. He holds Series 63 and Series 65 licenses. Regatta Capital Group is a multi-advisor wealth management firm managing approximately $1.37 billion and serving individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional investors. The firm offers comprehensive wealth management, portfolio management, financial planning, and retirement plan advisory services, combining traditional advisory practices with an affiliated private-fund platform and digital-asset facilitation.

Britt Joyce is a CFA® charterholder with 10 years of industry experience. He has been with Regatta Capital Group, LLC since 2016 and previously worked at Manhattan West Asset Management, LLC and Pillar Pacific Capital Management. Regatta Capital Group, LLC is a multi-advisor wealth management firm managing approximately $1.37 billion and serving individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional investors. The firm constructs diversified portfolios primarily using low-cost mutual funds and ETFs with a long-term orientation, while also offering discretionary and non-discretionary portfolio management, financial planning, retirement plan advisory services, and digital-asset account facilitation.

John Mccormick is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with Regatta Capital Group, LLC and previously worked at EP Wealth Advisors and National Planning Corporation. Regatta Capital Group is a multi-advisor wealth management firm managing approximately $1.37 billion and serving a diverse clientele including high-net-worth individuals, pension plans, corporations, and institutional investors. The firm combines traditional advisory services with an affiliated private-fund platform, emphasizing diversified portfolios with a primarily long-term focus and offering digital-asset account facilitation.

Chloe Barnett is a CFP® with five years of industry experience, currently serving as a financial advisor at Regatta Capital Group, LLC. Her prior roles include positions at Fidelity Investments, Freeman Mathis and Gary LLP, Redfin, Luther Burbank Savings, and Texas Christian University. Regatta Capital Group is a multi-advisor wealth management firm managing approximately $1.37 billion and serving a diverse client base that includes individuals, pension plans, corporations, charitable organizations, and institutional investors. The firm employs a primarily long-term investment approach centered on diversified portfolios of low-cost mutual funds and ETFs, while also offering discretionary portfolio management, financial planning, retirement plan advisory services, and digital-asset account facilitation.

Erika Jenkins is a financial advisor at Regatta Capital Group, LLC with five years of industry experience. She holds a Series 65 designation and has been with Regatta since 2017. Prior to that, she was with The Art of Management LLC for two years. Regatta Capital Group is a multi-advisor wealth management firm managing approximately $1.37 billion and serving individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional investors. The firm constructs diversified portfolios primarily using low-cost mutual funds and ETFs with a long-term orientation, while also offering discretionary and non-discretionary portfolio management, financial planning, retirement plan advisory services, and digital-asset account facilitation.

Russell Mohberg is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Regatta Capital Group, LLC since 2007. He holds Series 63 and Series 65 licenses and is based in El Segundo, CA. Regatta Capital Group is an SEC-registered, multi-advisor wealth management firm managing approximately $1.37 billion. The firm serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional investors, offering comprehensive wealth management, portfolio management, financial planning, and retirement plan advisory services, including digital-asset facilitation.

Spencer Kelly is a financial advisor at Regatta Capital Group, LLC with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Regatta Capital Group since 2008. Regatta Capital Group is a multi-advisor wealth management firm managing approximately $1.37 billion and serving individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional investors. The firm employs a primarily long-term investment approach using low-cost mutual funds and ETFs, while also offering discretionary and non-discretionary portfolio management, financial planning, and digital-asset account facilitation.

Grant Nabell is a financial advisor at Regatta Capital Group, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at J. White and Associates for six years. Regatta Capital Group LLC is a multi-advisor wealth management firm managing approximately $1.37 billion and serving a diverse client base including individuals, pension plans, corporations, charitable organizations, and institutional investors. The firm combines traditional advisory services with an affiliated private-fund platform and offers comprehensive wealth management, portfolio management, financial planning, and retirement plan advisory services.