Regatta Research & Money Management, LLC

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Free Market Outlook
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About Regatta

Regatta’s research has been published in many major finance and business publications in the U.S., including Money Magazine, Wall Street Transcripts, Ref Herring, etc.

Regatta has also been named "The Top Ten Most Dependable Wealth Management Firm in the Southeastern United States" by Forbes magazine and "Top Wealth Manager Superstars" by Bloomberg two years in a row.

Eric Greschner and Rudy Blanchard are frequently quoted and regularly contribute to a variety of finance and business publications around the country.

Biographies

Eric A Greschner, J.D., Registered Investment Advisor, is a Senior Portfolio Manager and Market Strategist for Regatta Research & Money Management, LLC.

He has worked on Wall Street as an institutional research analyst and market strategist for a leading firm. Eric provided analysis to clients such as Oppenheimer, T. Rowe Price, Fidelity Investments, institutional pension funds, and hedge funds, etc. He also played an integral role in advisory meetings and conference calls with portfolio managers of Morgan Stanley Dean Witter, 1838 Investment Advisors, etc. on stock market strategy and individual stock selection.

Eric developed and tested stock market trading models, including models for several hedge funds, as well as one for Fidelity Investments. He has taught courses at Tulane University College, been a commentator for several radio stations, including WWL and WGSO 990 AM and has been quoted in national and local financial publications such as Money Magazine, Wall Street Transcripts, Times-Picayune, etc. Eric was also a stockbroker with a NYSE member firm.

Eric is a member of the International Association of Financial Planners and is a former member of the Board of Directors of the Financial Planning Association of New Orleans. Eric is also on the Board of Trustees for the Houston Grand Opera.

He is also co-author of the upcoming book, Mutual Funds for the Serious Investor.

Rudy J. Blanchard M.S.M., Registered Investment Advisor, is a Portfolio Manager and Market Strategist for Regatta Research & Money Management, L.L.C.

He has worked in the training sector of the securities industry where he instructed professionals across the nation in preparation for various exams offered by the National Association of Securities Dealers (FINRA). He also constructed training modules used by stockbrokers and insurance agents to comply with continuing education requirements set forth by self-regulatory organizations.

Rudy received his B.S. in Business from the University of New Orleans and a M.S.M. in Management from Troy State University. He is a course instructor at Louisiana State University. He has been interviewed and quoted by national financial publications such as Money Magazine, Wall Street Transcripts, and CitiBusiness. Rudy was also a co host of the Eric Greschner and Rudy Blanchard "Money Sense" radio show on WGSO 990 AM.

He is also a member of the Krewe of Bacchus New Orleans Mardi Gras Parade.

Rudy is the co-author of the upcoming book, Mutual Funds for the Serious Investor.

This is not an offer to buy or sell securities. Past performance is no guarantee of future results, and you may have a gain or loss when selling an investment. Not FDIC insured. Not bank guaranteed. No current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended and/or purchased by advisor), or product made reference to directly or indirectly on this web site, will be profitable or equal to corresponding indicated performance levels. Historical performance results for investment indexes and/or categories generally do not reflect the deduction of transaction and/or custodial charges or the deduction of the investment management fee, the incurrence of which would have {the} effect of decreasing historical performance results. Always ask for and examine an advisory agreement and disclosure brochure (SEC Form ADV), along with current prospectus before investing. Consult with a professional before investing. Please note that there is no assurance that trading models will achieve their past or projected results and could result in a loss. Regatta Research & Money Management, L.L.C. is a registered investment advisor located in Metairie, Louisiana. Regatta and its representatives are in compliance with the current notice filing requirements imposed upon SEC registered investment advisors by those states in which Regatta maintains clients. Regatta may only transact business in those states in which it is registered, or qualifies for an exemption or an exclusion from registration statements. Regatta's web site is limited to the dissemination of general information pertaining to its investment advisory services. Accordingly, the publication of Regatta's web site on the Internet should not be construed by any consumer and/or prospective client as Regatta's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice, for compensation, over the Internet. Any subsequent, direct communication by Regatta with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration where the prospective client resides. For information pertaining to the registration status of Regatta, please contact the United States Securities and Exchange Commission (the "Commission)" and/or the state securities law administrators for whose states Regatta maintains a notice filing. A copy of Regatta's current written disclosure document discussing Regatta's business operations, services, and fees is available upon written request. Regatta does not make any representations or warranties as to the accuracy, the timeliness, suitability, completeness or relevance of any information prepared by an unaffiliated third party, whether linked to Regatta's web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.