Advisors at this firm
Andrew P
Series 66
Metairie, LA
Regatta Research & Money Management L.L.C.
Andrew Pool is a financial advisor at Regatta Research & Money Management L.L.C. in Metairie, LA, holding a Series 66 designation with 22 years of industry experience. He has been with Regatta since 2002. Outside of advisory work, he owns and operates a construction and remodeling business. Regatta Research & Money Management provides fee-only investment advisory and financial planning services to a diverse client base including individuals, families, pension plans, trusts, and businesses. The firm employs a six-advisor team managing over $172 million in assets, offering customized portfolio management that includes a range of traditional and alternative investments, with an analytical approach incorporating fundamental, technical, and quantitative analysis.
Rudy B
CFP®, Series 65
Metairie, LA
Regatta Research & Money Management L.L.C.
Rudy Blanchard is a CFP® and holds a Series 65 license with 21 years of industry experience. He has been with Regatta Research & Money Management L.L.C. since 1998. Regatta Research & Money Management provides fee-only investment advisory and financial planning services to a range of clients including individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages portfolios using a team approach and employs an analytical investment process that incorporates fundamental, technical, and quantitative analysis along with complex and alternative investment strategies.
Eric G
Series 63, Series 66
Metairie, LA
Regatta Research & Money Management L.L.C.
Eric Greschner is a financial advisor with Regatta Research & Money Management L.L.C. in Metairie, LA, holding Series 63 and Series 66 licenses and having 21 years of industry experience. He has been with Regatta Research & Investment Management since 1997. Outside of his primary advisory role, he is a member of The TOD Index, LLC, which creates and markets a proprietary national real estate price index focused on properties near transportation nodes, and a partner in Priority Funds, LLC, which analyzes private and crowdfunded real estate investments. Regatta Research & Money Management provides fee-only investment advisory and financial planning services to a diverse client base, including individuals, families, pension plans, trusts, and charitable organizations. The firm employs a team approach with six advisors and manages over $172 million in assets, offering customized portfolio management that incorporates a range of investment vehicles and employs analytical methods such as Monte Carlo simulations, portfolio stress tests, and derivatives-based strategies.
Claudia H
CFP®, Series 66
Metairie, LA
Regatta Research & Money Management L.L.C.
Claudia Hayden is a CFP® with 22 years of industry experience and has been with Regatta Research & Money Management L.L.C. since 2003. She holds a Series 66 license and is based in Metairie, Louisiana. Earlier in her career, she was involved in a business related to wholesale furniture and interior decorating, although that corporation is now inactive. Regatta Research & Money Management provides fee-only investment advisory and financial planning services to a diverse client base including individuals, families, pension plans, trusts, and charitable organizations. The firm manages client portfolios through a six-advisor team, employing an analytical approach that integrates fundamental, technical, and quantitative methods, and routinely includes alternative and structured investment solutions.
