Regatta Research & Money Management

Regatta Research & Money Management

Regatta Research & Money Management was founded in 1998 by Managing Partners Eric Greschner, a lawyer, and Rudy Blanchard, a CFP and CIMA charterholder. The firm was organized around a simple premise: a wealth management practice the founders themselves would want to hire. From its base in Metairie, with an additional office in Baton Rouge, Regatta serves high-net-worth individuals and families on a fee-only basis, explicitly refusing brokerage commissions and insurance sales to eliminate conflicts. The firm uses a multi-asset-class approach, blending equities, fixed income, and alternative strategies through external best-in-class managers. Regatta emphasizes downside protection and volatility management over raw return-chasing. The investment committee, led by Blanchard as Portfolio Manager and Market Strategist, selects third-party managers and continuously monitors market conditions. The firm also incorporates tax reduction and asset protection planning into client portfolios, layering financial planning onto investment management. Regatta operates as a lean partnership with six professionals in Louisiana. It has built a national reputation largely through media exposure — Bloomberg named Regatta one of America's Top Wealth Management Superstars, and the firm's leadership has taught financial professionals internationally in New York, London, Singapore, and Hong Kong. There are no disclosed adjacent vehicles, philanthropic foundations, or institutional club memberships; the firm is a pure wealth management RIA. As a commission-free fiduciary, Regatta's structure differentiates it from the broker-dealer and insurance-agent hybrids that dominate the Louisiana wealth market. The firm's singular focus on fee-only advice, untethered from product sales, places it in the camp of independent RIAs whose incentives track client portfolio value — a model that remains rare outside major metropolitan hubs.