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...
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...
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...
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...
Libby Rousseve, FPQP®
Financial Paraplanner Qualified Professional
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...
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...
Mai assists in client services at Regatta. Mai graduated from University of Houston with a degree in Finance and was employed at New York Life before joining the Regatta team.