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Valerie to Retire Soon

I am thrilled to share my news with you that I will soon retire from Hotaling Investment Management to begin a new chapter exploring my life outsid of the workplace. I have enjoyed a very satisfying career for over 36 years, 22 of those years with Bruce. Working with you has been a great pleasure and I’ve come to care so much about you and your families. I am also very proud of how far we have come throughout the years. From our start together at Legg Mason, through our years at Morgan Stanley and Raymond James, I find my most exciting and rewarding experiences have been helping Bruce build and grow independent advisory, Hotaling Investment Management, and working with you.

We are gathering an even greater team by bringing Jennie Wilber on board to work with you in the same capacity as I have over the years. You will be very well taken care of by Jennie who comes to us after managing the HR and Food teams at a Target in Exton, PA. She holds a BA from Hamilton College with a degree in Religious Peace and Conflict in the Middle East and a minor in Theatre. Outside of work, she enjoys traveling, being active in nature and can often be found in one of the area’s many theaters. She is so passionate about helping others and will be a wonderful addition to the Hotaling team.

I will work with Jennie for a few weeks to make sure this an easy transition for you. She can be contacted using the same number as you have used for me: (610) 688-0697. Her email address is jwilber@hotalingllc.com however if you forget to update your address book, there is no need to worry. My emails will be forwarded to Jennie with an automated response back to you with a reminder to update your email address records. I look forward to introducing Jennie to you over the phone or in person in the next couple of weeks. If you are in the local area please stop in soon to meet her.

Thank you very much for the many gratifying years together. I am sad to say goodbye, you are all very special to me, yet I am also excited to begin this next chapter of my life with plans to travel and spend time with my family.

Truly yours,

Valerie-Clark Roden, Client Relations Director

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 Adds Another Investment Advisor to Their Team

Jesse Cooper, Investment Advisor
Hotaling Investment Management, LLC

Hotaling investment Management is happy to introduce our newest addition to Hotaling’s investment advisory team, Jesse S Cooper.  Jesse has quickly become instrumental to many of the firm’s activities. He is becoming familiar with our firm’s clients while working with the team on trading, research, reporting, operations, and technology.

Prior to joining Hotaling, Jesse worked at JP Morgan within Institutional Asset Management overseeing fund compliance with the Volcker Rule – part of the Dodd-Frank Wall Street Reform Act of 2010. Previously, Jesse worked in strategy and litigation consulting with Charles River Associates and Keystone Strategy in Boston.

Jesse holds a Bachelor of Science degree in mechanical engineering and mathematics from Tufts University in Massachusetts and a Master of Science degree in financial economics from Columbia Business School in New York.

A native of Schuylkill County, Jesse now resides in Philadelphia with his wife Tara. Together, they enjoy outdoor activities year-round (skiing, tennis, hiking, biking, and swimming) and time with family and friends.

Jesse S. Cooper on LinkedIn

Contact Jesse Cooper

 

 

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 Welcomes Raymond Masucci to their Advisory Team

 
Hotaling Investment Management is pleased to announce the addition of Raymond J. Masucci, Senior Investment Advisor, to our advisory group.
Ray brings over thirty years of experience in providing comprehensive wealth management advice to high net worth individuals and families, business owners, foundations and endowments throughout the mid -Atlantic region.
 
Ray began his career with Chase Manhattan in 1980 in New York City in their Trust Department. In 1987, he joined Mellon Private Clients Group in Philadelphia where he spent twelve years as an Investment Advisor. In 1999, he joined Wilmington Trust Wealth Advisory Services in Villanova as a Senior Investment Advisor where he spent seventeen years before joining the Hotaling team. Ray holds a dual undergraduate degree in Finance and Accounting from Georgetown University. He earned an MBA from the Stern School of Business at New York University. 
 
Ray lives in Doylestown with his wife, Vickie. He enjoys golf and traveling, particularly to the south and New Orleans to visit Vickie’s family and enjoy Cajun cuisine.
 
Please join us in welcoming Ray to our investment advisory team!