Regatta Research & Money Management

Regatta Research & Money Management

Regatta Research & Money Management was founded in Metairie, Louisiana in 1998 by Eric Greschner and Rudy Blanchard, who structured the firm as a registered investment advisor accountable solely to its clients. The firm eschews the broker-dealer and insurance-agent models, operating instead as a fee-only fiduciary — a legal obligation that bars commissions and transaction fees in favor of a percentage-of-assets compensation structure that aligns client and firm outcomes. The firm manages discretionary and non-discretionary portfolios for high-net-worth individuals and families, drawing on multiple asset classes including equities, fixed income, annuities, and alternative structures. Its investment posture emphasizes downside protection through volatility-management strategies and manager selection, rather than concentrated thematic bets. The approach services two primary offices — a Metairie headquarters and a Baton Rouge satellite — covering the broader Greater New Orleans market and south Louisiana. Blanchard acts as the lead portfolio manager and market strategist, while three other credentialed professionals round out the advisory team: Claudia Hayden (J.D., CFP), Andrew Valentine Pool (MBA), and Libby Rousseve (FPQP). The firm claims a national media footprint, citing past appearances on Fox TV and CNN, as well as mentions in Bloomberg and Kiplinger's, though no current AUM or client-count figure is published. Its multi-city physical presence in Louisiana is unusual for an RIA of its apparent size, extending its local reach without a remote-first posture. Regatta's structural identity rests on its fee-only fiduciary charter in a region where commission-based brokerage and insurance advice remain common. The firm does not operate a multi-family-office platform, a trust company charter, or a proprietary fund complex. Its succession, governance, and ultimate ownership remain privately held by the named managing partners, with no external capital or parent entity disclosed.