Regatta Research & Money Management L.L.C.

Andrew Pool is a financial advisor at Regatta Research & Money Management L.L.C. in Metairie, LA, holding a Series 66 designation with 22 years of industry experience. He has been with Regatta since 2002. Outside of advisory work, he owns and operates a construction and remodeling business. Regatta Research & Money Management provides fee-only investment advisory and financial planning services to a diverse client base including individuals, families, pension plans, trusts, and businesses. The firm employs a six-advisor team managing over $172 million in assets, offering customized portfolio management that includes a range of traditional and alternative investments, with an analytical approach incorporating fundamental, technical, and quantitative analysis.

Rudy Blanchard is a CFP® and holds a Series 65 license with 21 years of industry experience. He has been with Regatta Research & Money Management L.L.C. since 1998. Regatta Research & Money Management provides fee-only investment advisory and financial planning services to a range of clients including individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages portfolios using a team approach and employs an analytical investment process that incorporates fundamental, technical, and quantitative analysis along with complex and alternative investment strategies.

Eric Greschner is a financial advisor with Regatta Research & Money Management L.L.C. in Metairie, LA, holding Series 63 and Series 66 licenses and having 21 years of industry experience. He has been with Regatta Research & Investment Management since 1997. Outside of his primary advisory role, he is a member of The TOD Index, LLC, which creates and markets a proprietary national real estate price index focused on properties near transportation nodes, and a partner in Priority Funds, LLC, which analyzes private and crowdfunded real estate investments. Regatta Research & Money Management provides fee-only investment advisory and financial planning services to a diverse client base, including individuals, families, pension plans, trusts, and charitable organizations. The firm employs a team approach with six advisors and manages over $172 million in assets, offering customized portfolio management that incorporates a range of investment vehicles and employs analytical methods such as Monte Carlo simulations, portfolio stress tests, and derivatives-based strategies.

Claudia Hayden is a CFP® professional with 22 years of industry experience, currently serving at Regatta Research & Money Management L.L.C. since 2003. She holds a Series 66 license and has a background that includes founding an interior decorating and wholesale furniture business. Regatta Research & Money Management is a fee-only advisory firm managing approximately $211 million for around 550 clients, offering financial planning, asset allocation, and discretionary portfolio management. The firm combines fundamental, technical, and quantitative analysis to build customized portfolios that incorporate a range of investment vehicles, including less common structures and derivative strategies.

Douglas Thompson is a financial advisor with Regatta Research & Money Management L.L.C., where he has worked since 2006. He has 11 years of industry experience. Outside of his advisory role, he owns two non-investment-related businesses: Lindseys Amusements, which offers party accessories, and Z-Sports, a sporting goods business. Regatta Research & Money Management provides fee-only investment advisory and financial planning services to a diverse client base, including individuals, families, pension plans, trusts, and corporations. The firm employs a team of six advisors and manages a range of investment strategies that incorporate fundamental, technical, and quantitative analysis with an emphasis on alternative and structured investments.

Blair Barbier is a financial advisor with Regatta Research & Money Management L.L.C., holding 21 years of industry experience. He has been with Regatta since 2001 and is also a baseball player with the Chicago Cubs organization since 2000. Regatta Research & Money Management is a fee-only advisory firm serving individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs an analytical investment approach that includes fundamental, technical, and quantitative analysis, and offers a range of strategies incorporating alternative and structured investment solutions.