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.