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 where he 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 also developed and tested stock market trading models, including models for several hedge funds, as well as one for Fidelity Investments.
Industry leader: Eric is frequently interviewed by international, domestic, and local periodicals including Money Magazine, Kiplinger's, Bloomberg, Morningstar, Thomson-Reuters, International Finance Review, Derivatives Week, Wall Street Transcripts, Risk Magazine, etc.
Community involvement: Eric an adviser for a Hand 4 Life, a charity focused on helping those with chronic significant physical disabilities and with Kiva, a non-profit working to promote entrepreneurship as a solution to alleviate poverty.
Commitment to ethics: Eric was listed along with the founder of Vanguard, John Bogle, legendary commodity investor Jimmy Rogers, and the leader in social responsible investing, Amy Domini of the Domini mutual funds as one of the "Wall Street 50" in author Kim Curtin's upcoming book: Transforming Wall Street: A Conscious Path for a New Future. According to the book excerpt: "She interviewed The Wall Street 50 in an effort to uncover how the well-known and respected global financiers achieve and enjoy lives that align wealth and meaning. The emerging attributes, characteristics, thought patterns and behaviors provide incredible insight into balancing capitalism and conscious living that can be emulated by leaders working in every industry. Their secrets have the power to help re-invent the world of finance. Transforming Wall Street provides the framework necessary to learn from these conscious financiers that profits AND integrity are not only possible but that they are the way out and the way forward."
Financial educator: Eric has trained financial, regulatory, compliance, tax, and legal professionals throughout the United States and the United Kingdom.
Professional speaker: Mr. Greschner has chaired international and domestic conferences and is frequently a speaker or panelist for investment summits around the world. Prior engagements include bookings in New York, Miami, Houston, New Orleans, London, Singapore, Hong Kong, Stockholm, and Warsaw.
Eric Greschner, Financial Advisor at Regatta Research & Money Management, LLC
Eric Greschner, Financial Advisor
Eric Greschner, Financial Advisor
Eric Greschner, Financial Advisor
Named as one of the “Wall Street 50: Transforming Wall Street – A Conscious Path for a New Future, 50 Conscious Financiers Living Lives of Wealth & Meaning.
From the book jacket: "The Wall Street 50 provides the framework necessary to learn from these conscious financiers that profits AND integrity are not only possible but that they are the way out and the way forward."
Eric Greschner was named along with the founder of Vanguard, Jon Bogle, Vanguard, famous trader Jimmy Rogers, and columnist Barry Ritzholz, as one of the Wall Street 50.
Eric Greschner and author of Wall Street 50 book signing, Octavia Art Gallery, New Orleans.
Eric Greschner at Wall Street 50 book signing, Octavia Art Gallery, New Orleans.
Eric Greschner and author of Wall Street 50 book signing at The Tasting Room, Houston.
Representative international and domestic speaking, chairing, and panelist appearances
Eric Greschner, Regatta Research & Money Management, LLC speaking and chairing Eastern European institutional investment conference at the Warsaw Stock Exchange, Poland.
Eric Greschner, Regatta Research & Money Management, LLC moderating Eastern European institutional investment conference panel discussion, Warsaw Stock Exchange, Poland.
Eric Greschner, Regatta Research & Money Management, LLC moderating Asian regional investment conference panel discussion, Hong Kong.
Eric Greschner, Regatta Research & Money Management, LLC moderating Asian regional investment conference panel discussion, Hong Kong.
Eric Greschner, Regatta Research & Money Management, LLC moderating European investment conference panel discussion, London (Societe General, Deutsche Bank, and Barclay’s).
Eric Greschner, Regatta Research & Money Management, LLC speaking at Asian investment conference, Hong Kong.
Eric Greschner spoke on how investors can protect themselves against inflation at the ASEAN (Association of Southeast Asian Nations) Risk conference Singapore.
Eric Greschner spoke on ETFs, indexing, and investing in commodities, The Art of Indexing & ETF Investment Summit Asia, Singapore.
Eric Greschner, Regatta Research & Money Management, guest lecturer at University College, London
Eric Greschner, Regatta Research & Money Management, chairing European investment conference, London
Eric Greschner, Regatta Research & Money Management, moderating investment panel, London
Eric Greschner, Regatta Research & Money Management speaking the the graduating class of LSU Law School on financial planning for attorneys, Baton Rouge, Louisiana.
Awards/Industry Leader
Eric Greschner, Regatta Research & Money Management, LLC winning Leading Edge Advisor, USSPA.
Eric Greschner, Regatta Research & Money Management at the New York Stock Exchange.
Eric Greschner, Regatta Research & Money Management featured in Risk Magazine.
Eric Greschner, Regatta Research & Money Management, interviewed in International Financing Review.
Eric Greschner, Regatta Research & Money Management, LLC listed and published in Forbes.
National financial educator for industry professionals
Eric Greschner, Regatta Research & Money Management, LLC provides training classes to investment professionals.