New Orleans Magazine presents a spotlight on locally based Wealth Management Firm

by Eric Greschner and Rudy Blanchard with Regatta Research & Money Management, LLC

 

 

Regatta Research & Money Management, LLC is a boutique, fee-only wealth management firm focusing on the needs of wealthy individuals, corporations, and trusts.

 

Fun Facts about Eric and Rudy 

Eric is a Certified Financial Education Instructor (CFEI) having taught, spoken, and chaired investment conferences at venues ranging from LSU Law School and University College London to Stockholm, Singapore, Hong Kong and the Warsaw Stock Exchange. For his commitment to ethics and teaching, he was named—along with Vanguard founder John Bogle—one of the “The Wall Street 50” in Kim Ann Curtin’s Transforming Wall Street. When not working, you can find him, his wife Mai, sons Aiden and Eric, and their German Shepherd sailing or overlanding.

 

With over two decades of experience as an instructor and portfolio manager, Rudy operates with the motto “Financial education is your best investment.” He has taught financial planning courses at various universities across the state and is also an Accredited Portfolio Management Advisor (APMA). Rudy’s favorite hobby is spending time with his wife Bernie and their three children, Hanna, Lance and Emma. He also enjoys working out, learning bass lines to classic rocks songs, and traveling with his family.

 

Regattaresearch.com

504-831-4636

6620 Riverside Dr, Suite 207, Metairie