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Team

 
Eric is an Investment Advisor Representative and Wealth Manager at Regatta Research & Money Management.Wall Street experience: Eric worked on Wall Street as an institutional research analyst and market strategist for a leading firm...

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Rudy is an Investment Advisor Representative and Regatta Research & Money Management's Portfolio Manager and Market Strategist.He has worked in the training sector of the securities industry where he instructed professionals across the...

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Andy joined Regatta as a Financial Advisor and is responsible for alternative investments such as Real Estate Investment Trusts, structured investments and privately held note purchasing. Andrew comes from the financial planning and...

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Claudia is a Financial Advisor at Regatta. Claudia obtained her Juris Doctorate at Loyola University School of Law where she was on a scholarship and graduated in the top 13% of her class. She is a former Financial Planner at AXA...

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Libby Rousseve is a client relations specialist for Regatta Research & Money Management, serving as the liaison between the firm and its valued clients. In addition to assisting clients directly, Libby works with Regatta Research to plan...

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Deanna Richmond

504-831-4636

Deanna Richmond has been with Regatta Research & Money Management since 2012. Deanna handles billing, administrative functions, and client services at Regatta. Deanna has an extensive background in Customer Service and has worked in a...

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