Gretchen Regan, CFA, joins Hotaling’s Investment Advisory Team

Gretchen Regan, CFA Investment Advisor

We are very excited to announce the addition of Gretchen Regan, CFA, to our Investment Advisory team at Hotaling Investment Management.

Gretchen’s financial industry foundation of more than 20 years will offer our clients an even greater Hotaling proprietary experience. Bruce Hotaling, Managing partner of Hotaling Investment Management shares, “We are very lucky to have Gretchen on board. Her strength in equity analysis coupled with her personal approach to managing clients’ investments will be a huge asset to our team.”
Before joining us, Gretchen worked as a Quantitative analyst at Chartwell Investment Partners covering Large Cap Value, Small & Mid Cap Growth, and Small & Mid Cap Value Investments. She spent 15 years in the Quantitative Research and Analytics group at Macquarie Investment Management, Americas (formerly known as Delaware Investments) specializing in quantitative methods, equity analysis, model building, data gathering, reporting and automating, attribution analysis, and risk exposure assessment.

Gretchen is a Chartered Financial Analyst (CFA) and holds a Bachelor of Science degree from the Pennsylvania State University in Management Science and Information Systems. She is a member of the CFA Society and CFA Society of Philadelphia.

Growing up on the Main Line, she now lives with her two children in Devon, Pennsylvania. Outside of the workplace, Gretchen enjoys golf, fitness, skiing, beaching and hiking. She is also committed to coaching youth athletics, fostering confidence and teamwork among young girls.

Hotaling Investment Management Proudly Sponsors the 12th Annual Plein Air Festival, Wayne Art Center

En plein air is a French expression meaning “in the open air”, and refers to the act of painting outdoors with the artist’s subject in full view. Plein air artists capture the spirit and essence of a landscape or subject by incorporating natural light, color and movement into their works.

The high point of plein air art came with the emergence of Impressionism in the mid-to-late nineteenth century. Artists of that period who painted outdoor landscapes included Monet, Renoir, Pissarro, Cezanne and Van Gogh. Interest in outdoor painting has remained constant since the twentieth century. Today’s artists carry on the traditions of these past masters by capturing light and movement in landscapes that can only come from seeing the subject outdoors in its natural form.

The last twenty years have seen a resurgence of interest in plein air painting in the United States. During this time, groups of plein air painters began gathering together to paint at single locations or within certain geographic boundaries. These “Paint Outs” are now very popular and give artists a chance to share their talents and creativity with the public and with one another.

Wayne Art Center

Hotaling’s Wealth for Women Host Opening Reception for ARTsisters

Hotaling Logo

 Please join Hotaling’s Wealth for Women
for the opening reception of
Sunday, September 10, 3 – 5pm
ARTsisters is a collective energy generated and motivated by professional women artists.   Experience this collaboration of creativity and inspiration from 25 Philadelphia area artists with us. 
Wine and light hors d’oeuvres will be served at the reception in the Ethel Gallery of the Wayne Art Center, 413 Maplewood Ave., Wayne, PA.

R.s.v.p. Valerie-Clark Roden (610)688-0697 or


Learn more about our Wealth for Women program:

Hotaling Hosts October Seminar, “Understanding and Optimizing Your Equity and Fixed Income Investments”

Understanding and Optimizing Your Equity and Fixed Income Investments

Tuesday, October 6, 2015, 6 – 7:30pm

Radnor Memorial Library, Winsor Room


  • Worried you will outlive your assets?
  • Looking for ways to grow your investments?
  • Seeking income from your investments as you prepare for retirement?

Simply looking over your monthly statement of assets doesn’t necessarily tell you if your investments are properly balanced to give you the growth or income you need to accumulate wealth or if you are prepared to retire and live off the income.

Join Hotaling Investment Management’s expert portfolio managers for an unprecedented opportunity to learn how to research and evaluate stocks and bonds and how they can be used together in your portfolio of investments to give you optimal return.

Bruce T Hotaling, CFA and Managing Partner: As a Chartered Financial Analyst, Bruce holds one of the highest professional credentials achievable in the financial services industry. With over 25 years of experience, he is highly skilled at designing and managing distinct equity and fixed-income investment portfolios using traditional and quantitative research and analysis. Hotaling invests for individuals, families and charitable organizations addressing each investor’s unique values, sensitivity to risk and expected near and long term returns.

Jean M Rosenbaum, CFA: Jean brings more than a decade of analyst expertise to her role as a portfolio manager at Hotaling Investment Management and over 20 years in the financial services industry. She has managed several multi-billion dollar portfolios that have been recognized by Morningstar and Lipper.  Her success is anchored in securities research analysis. Jean’s keen intuition and analytics allowed her to successfully forecast and navigate the financial crisis.

Patricia A Markell, Investment Advisor: With more than a decade managing portfolios for high net worth clients and extensive background in research and analysis, Trish delivers the highest degree of personal touch to Hotaling’s range of portfolio management services. Her knowledge and application of global investment performance standards and exceptional talent in monitoring and tracking performance for individual clients reinforces Hotaling’s advisory capabilities.

Space is limited – Contact Valerie-Clark Roden to reserve your seat

(610)688-0697 or VCRoden@HotalingLLC.com