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Gretchen Regan, CFA

Investment Advisor

Gretchen Regan joined Hotaling Investment Management in the fall of 2019 as an Investment Advisor and brings over 20 years of Investment Industry experience to the firm.

Prior to joining Hotaling, Gretchen worked at Chartwell Investment Partners as a Quantitative Analyst supporting three equity investment teams 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, Gretchen now lives with her two children in Devon, Pennsylvania. Outside of the office, she enjoys golf, fitness, skiing, beaching and hiking. She is also a youth athletics coach, fostering confidence and teamwork among young girls.

Gretchen Regan on LinkedIn

Contact Gretchen