Wealth managers serving wealthy families continue to strengthen their investment teams, with Fiduciary Trust International, the global wealth manager and wholly owned subsidiary of Franklin Templeton, appointing Gretchen Regan, CFA, as a senior portfolio manager in its Radnor, Pennsylvania office. Her specialisms range from quantitative research and tax-aware investment strategies to asset allocation and multi-asset portfolio management for high-net-worth clients.
Regan will report to Jeffrey Bagley, CFA, CFP, a senior portfolio manager in the Radnor office. She brings close to 30 years of experience, including nearly 10 years managing multi-asset portfolios for high-net-worth individuals, families and nonprofits.
From a family office-acquired adviser
She joins from Mill Creek Capital Advisors in Conshohocken, Pennsylvania, which was later acquired by Pathstone Family Office. There she was a director and wealth adviser, actively managing a high-touch book of more than 30 clients with over $200 million in combined assets under management.
Earlier in her career, Regan was an investment adviser at Hotaling Investment Management, now known as Focus Financial, in Wayne, Pennsylvania, and a quantitative analyst at Chartwell Investment Partners in Berwyn. She spent 15 years at Delaware Investments, now known as Nomura, in Philadelphia, most recently as a vice president and quantitative research analyst. She holds the Chartered Financial Analyst (CFA) designation and a bachelor of science degree in management science and information systems from Pennsylvania State University.
A growing Radnor team
Julie Strong Karnavas, regional managing director for Fiduciary Trust International's Radnor office, which serves the greater Philadelphia region, described Regan as a seasoned professional with wide-ranging expertise. She said Regan's track record of building long-term relationships and working across teams to craft wealth and investment strategies that reflect clients' goals and risk tolerances would further strengthen the office's service.
Regan is the latest addition to the Radnor office. Anthony Peros, CFA, started there as a portfolio manager earlier this year, while Marc Balcer joined as a senior portfolio manager in September 2025.
Founded in 1931, Fiduciary Trust International serves individuals, families, endowments and foundations, and reports over $117 billion in assets under management and administration as of 30 September 2026. It specialises in strategic wealth planning, investment management, and trust and estate services, as well as tax and custody services.
Regan said she was drawn to the firm by its ability to bring investment management, trust and estate expertise together to help families navigate the complexities of managing and transferring wealth across generations.
Source: Fiduciary Trust International via Business Wire.
This post originally appeared here.
