{"id":1019480,"date":"2026-11-10T11:22:53","date_gmt":"2026-11-10T16:22:53","guid":{"rendered":"https:\/\/www.marketnewsdesk.com\/index.php\/fiduciary-trust-international-welcomes-gretchen-regan-cfa-as-senior-portfolio-manager-in-radnor-pa\/"},"modified":"2026-11-10T11:22:53","modified_gmt":"2026-11-10T16:22:53","slug":"fiduciary-trust-international-welcomes-gretchen-regan-cfa-as-senior-portfolio-manager-in-radnor-pa","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/fiduciary-trust-international-welcomes-gretchen-regan-cfa-as-senior-portfolio-manager-in-radnor-pa\/","title":{"rendered":"Fiduciary Trust International Welcomes Gretchen Regan, CFA as Senior Portfolio Manager in Radnor, PA"},"content":{"rendered":"<p>        <!--.bwalignc { text-align: center; list-style-position: inside }body {font:normal small Arial,Helvetica,sans-serif;color:#000;background-color:#fff;padding:24px;margin:0;} a img {border:0;} h3 {font-size:medium;color:#000;margin:0 0 1em 0; text-align:center;}-->  <\/p>\n<p class=\"bwalignc\"><b>Fiduciary Trust International Welcomes Gretchen Regan, CFA as Senior Portfolio Manager in Radnor, PA<\/b><\/p>\n<p class=\"bwalignc\"><i>Nearly 30-Year Industry Veteran with Extensive Multi-Asset Portfolio Management Experience Joins Growing Radnor Office<\/i><\/p>\n<p>NEW YORK&#8211;(<a href=\"http:\/\/www.businesswire.com\">BUSINESS WIRE<\/a>)&#8211;<br \/>\nFiduciary Trust International, a global wealth manager and wholly owned subsidiary of Franklin Templeton, announces that Gretchen Regan, CFA has joined as a senior portfolio manager based in the firm\u2019s office in Radnor, PA. Her areas of specialization range from quantitative research and tax-aware investment strategies to asset allocation to multi-asset portfolio management for high-net-worth clients.<\/p>\n<p>\nMs. Regan will report to Jeffrey Bagley, CFA, CFP<sup>\u00ae<\/sup>, senior portfolio manager in the Radnor office. She has close to 30 years of experience, including nearly 10 years managing multi-asset portfolios for high-net-worth individuals, families, and nonprofits. Ms. Regan joins Fiduciary Trust International from Mill Creek Capital Advisors \u2013 which was later acquired by Pathstone Family Office \u2013 in Conshohocken, PA, where she was a director and wealth advisor. In that role, she actively managed a high-touch book of more than 30 clients with over $200 million in combined assets under management.<\/p>\n<p>\n\u201cGretchen is a seasoned professional with wide-ranging expertise who will be an outstanding addition to our Radnor office, which serves the greater Philadelphia region,\u201d said Julie Strong Karnavas, regional managing director for Fiduciary Trust International\u2019s Radnor office. \u201cHer track record of cultivating long-term relationships, and working across teams to craft wealth and investment management strategies that address clients\u2019 goals and risk tolerances, will further strengthen the service we deliver.\u201d<\/p>\n<p>\nEarlier in Ms. Regan\u2019s career, she was an investment advisor at Hotaling Investment Management, now known as Focus Financial, in Wayne, PA, as well as a quantitative analyst at Chartwell Investment Partners in Berwyn, PA. Ms. Regan worked at Delaware Investments, now known as Nomura, in Philadelphia for 15 years, most recently as a vice president and quantitative research analyst. She holds the Chartered Financial Analyst (CFA) designation, and earned her bachelor of science degree in management science and information systems from Pennsylvania State University.<\/p>\n<p>\n\u201cWhat drew me to Fiduciary Trust International is its ability to bring investment management, trust, and estate expertise together to help families navigate the complexities of managing and transferring wealth across generations,\u201d said Ms. Regan. \u201cI am eager to begin working with the teams across this organization to help clients achieve their long-term financial goals.\u201d<\/p>\n<p>\nMs. Regan is the latest addition to join Fiduciary Trust International\u2019s office in Radnor. Anthony Peros, CFA started as a Radnor-based portfolio manager <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.fiduciarytrust.com%2Fmeet-our-team%2Fpress-media%2Ffiduciary-trust-international-continues-to-expand-nationwide-presence-adding-portfolio-managers-in-three-northeast-offices&amp;esheet=54638593&amp;newsitemid=20261110704660&amp;lan=en-US&amp;anchor=earlier+this+year&amp;index=1&amp;md5=f2e6242946609e64fa16ecade93d4a9e\">earlier this year<\/a>, while Marc Balcer came aboard as a senior portfolio manager in <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.fiduciarytrust.com%2Fmeet-our-team%2Fpress-media%2Ffiduciary-trust-international-taps-marc-balcer-as-radnor-pa-based-senior-portfolio-manager&amp;esheet=54638593&amp;newsitemid=20261110704660&amp;lan=en-US&amp;anchor=September+2025&amp;index=2&amp;md5=ff7fda8e668fadc2086d43d9b45071c6\">September 2025<\/a>.<\/p>\n<p><b>About Fiduciary Trust International<\/b><\/p>\n<p>\nFiduciary Trust International, a global wealth management firm headquartered in New York, NY, has served individuals, families, endowments and foundations since 1931. With over $117 billion in assets under management and administration as of September 30, 2026, we specialize in strategic wealth planning, investment management and trust and estate services, as well as tax and custody services. We maintain offices in Coral Gables, FL, Boca Raton, FL, Fort Lauderdale, FL, West Palm Beach, FL, St. Petersburg, FL, Radnor, PA, Lincoln, MA, Los Angeles, CA, New York, NY, San Mateo, CA, Washington, DC, Wilmington, DE, Reston, VA, and Atlanta, GA.<b \/>For more information, please visit <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=http%3A%2F%2Fwww.fiduciarytrust.com&amp;esheet=54638593&amp;newsitemid=20261110704660&amp;lan=en-US&amp;anchor=fiduciarytrust.com&amp;index=3&amp;md5=ce58b755207b67f6208b839c1fd4f7f5\">fiduciarytrust.com<\/a>, and for the latest updates, follow Fiduciary Trust International on <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffiduciary-trust-company%2F&amp;esheet=54638593&amp;newsitemid=20261110704660&amp;lan=en-US&amp;anchor=LinkedIn&amp;index=4&amp;md5=391459e0f9406de8fe49c9b705face43\">LinkedIn<\/a> and X: <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Ftwitter.com%2FFiduciaryTrust&amp;esheet=54638593&amp;newsitemid=20261110704660&amp;lan=en-US&amp;anchor=%40FiduciaryTrust&amp;index=5&amp;md5=4c568415904d2501e8603ab6200970fe\">@FiduciaryTrust<\/a>.<\/p>\n<p><b>About Franklin Templeton<\/b><\/p>\n<p>\nFranklin Templeton is a trusted investment partner, delivering tailored solutions that align with clients\u2019 strategic goals. With deep portfolio management expertise across public and private markets, we combine investment excellence with cutting-edge technology. Since our founding in 1947, we have empowered clients through strategic partnership, forward-looking insights, and continuous innovation \u2013 providing the tools and resources to navigate change and capture opportunity.<\/p>\n<p>\nWith more than $1.81 trillion in assets under management as of October 31, 2026, Franklin Templeton operates globally in more than 30 countries.<\/p>\n<p>\nTo learn more, visit <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.franklintempleton.com%2F&amp;esheet=54638593&amp;newsitemid=20261110704660&amp;lan=en-US&amp;anchor=franklintempleton.com&amp;index=6&amp;md5=89d4b2a56b1e6d66c9f19c95f8f2cbe3\">franklintempleton.com<\/a> and follow us on <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffranklin-templeton%2Fposts%2F%3FfeedView%3Dall&amp;esheet=54638593&amp;newsitemid=20261110704660&amp;lan=en-US&amp;anchor=LinkedIn&amp;index=7&amp;md5=5519238ef6f591d9d4a3b220db8f5de8\">LinkedIn<\/a>.<\/p>\n<p><a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.franklinresources.com%2Fabout-us%2Fcontact&amp;esheet=54638593&amp;newsitemid=20261110704660&amp;lan=en-US&amp;anchor=Franklin+Templeton%2C+Inc.&amp;index=8&amp;md5=ac4dffb6b9a4f7220c74e76c637efb6d\">Franklin Templeton, Inc.<\/a> [NYSE: BEN]<\/p>\n<p><i>Copyright \u00a9 2026 Fiduciary Trust International. All rights reserved.<\/i><\/p>\n<p><img decoding=\"async\" alt=\"\" src=\"https:\/\/cts.businesswire.com\/ct\/CT?id=bwnews&amp;sty=20261110704660r1&amp;sid=flmnd&amp;distro=nx&amp;lang=en\" style=\"width:0;height:0\" \/><span class=\"bwct31415\" \/><\/p>\n<p id=\"mmgallerylink\"><span id=\"mmgallerylink-phrase\">View source version on businesswire.com: <\/span><span id=\"mmgallerylink-link\"><a href=\"https:\/\/www.businesswire.com\/news\/home\/20261110704660\/en\/\" rel=\"nofollow\">https:\/\/www.businesswire.com\/news\/home\/20261110704660\/en\/<\/a><\/span><\/p>\n<p>\nEloise Cappelletti: 917-663-6558<br \/>\n<br \/><a rel=\"nofollow\" href=\"mailto:eloise.cappelletti@franklintempleton.com\">eloise.cappelletti@franklintempleton.com<\/a><\/p>\n<p>\nSabrina Scarpa: 973-309-0051<br \/>\n<br \/><a rel=\"nofollow\" href=\"mailto:ft@jconnelly.com\">ft@jconnelly.com<\/a><\/p>\n<p><b>KEYWORDS:<\/b> United States North America Pennsylvania New York<\/p>\n<p><b>INDUSTRY KEYWORDS:<\/b> Banking Asset Management Professional Services Finance<\/p>\n<p><b>MEDIA:<\/b><\/p>\n<table cellpadding=\"3\" cellspacing=\"3\">\n<tr>\n<td><font face=\"Arial\" size=\"2\"><b>Logo<\/b><\/font><\/td>\n<\/tr>\n<tr>\n<td><img decoding=\"async\" src=\"https:\/\/mms.businesswire.com\/media\/20261110704660\/en\/1217795\/3\/Fiduciary_logo.jpg\" alt=\"Logo\" \/><\/td>\n<\/tr>\n<tr>\n<td><font face=\"Arial\" size=\"2\"><\/font><\/td>\n<\/tr>\n<\/table>\n","protected":false},"excerpt":{"rendered":"<p>Fiduciary Trust International Welcomes Gretchen Regan, CFA as Senior Portfolio Manager in Radnor, PA Nearly 30-Year Industry Veteran with Extensive Multi-Asset Portfolio Management Experience Joins Growing Radnor Office NEW YORK&#8211;(BUSINESS WIRE)&#8211; Fiduciary Trust International, a global wealth manager and wholly owned subsidiary of Franklin Templeton, announces that Gretchen Regan, CFA has joined as a senior portfolio manager based in the firm\u2019s office in Radnor, PA. Her areas of specialization range from quantitative research and tax-aware investment strategies to asset allocation to multi-asset portfolio management for high-net-worth clients. Ms. Regan will report to Jeffrey Bagley, CFA, CFP\u00ae, senior portfolio manager in the Radnor office. She has close to 30 years of experience, including nearly 10 years managing multi-asset portfolios for high-net-worth &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/www.marketnewsdesk.com\/index.php\/fiduciary-trust-international-welcomes-gretchen-regan-cfa-as-senior-portfolio-manager-in-radnor-pa\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;Fiduciary Trust International Welcomes Gretchen Regan, CFA as Senior Portfolio Manager in Radnor, PA&#8221;<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[],"tags":[],"class_list":["post-1019480","post","type-post","status-publish","format-standard","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Fiduciary Trust International Welcomes Gretchen Regan, CFA as Senior Portfolio Manager in Radnor, PA - Market Newsdesk<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.marketnewsdesk.com\/index.php\/fiduciary-trust-international-welcomes-gretchen-regan-cfa-as-senior-portfolio-manager-in-radnor-pa\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Fiduciary Trust International Welcomes Gretchen Regan, CFA as Senior Portfolio Manager in Radnor, PA - Market Newsdesk\" \/>\n<meta property=\"og:description\" content=\"Fiduciary Trust International Welcomes Gretchen Regan, CFA as Senior Portfolio Manager in Radnor, PA Nearly 30-Year Industry Veteran with Extensive Multi-Asset Portfolio Management Experience Joins Growing Radnor Office NEW YORK&#8211;(BUSINESS WIRE)&#8211; Fiduciary Trust International, a global wealth manager and wholly owned subsidiary of Franklin Templeton, announces that Gretchen Regan, CFA has joined as a senior portfolio manager based in the firm\u2019s office in Radnor, PA. Her areas of specialization range from quantitative research and tax-aware investment strategies to asset allocation to multi-asset portfolio management for high-net-worth clients. Ms. Regan will report to Jeffrey Bagley, CFA, CFP\u00ae, senior portfolio manager in the Radnor office. She has close to 30 years of experience, including nearly 10 years managing multi-asset portfolios for high-net-worth &hellip; Continue reading &quot;Fiduciary Trust International Welcomes Gretchen Regan, CFA as Senior Portfolio Manager in Radnor, PA&quot;\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.marketnewsdesk.com\/index.php\/fiduciary-trust-international-welcomes-gretchen-regan-cfa-as-senior-portfolio-manager-in-radnor-pa\/\" \/>\n<meta property=\"og:site_name\" content=\"Market Newsdesk\" \/>\n<meta property=\"article:published_time\" content=\"2026-11-10T16:22:53+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/cts.businesswire.com\/ct\/CT?id=bwnews&amp;sty=20261110704660r1&amp;sid=flmnd&amp;distro=nx&amp;lang=en\" \/>\n<meta name=\"author\" content=\"Newsdesk\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Newsdesk\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/fiduciary-trust-international-welcomes-gretchen-regan-cfa-as-senior-portfolio-manager-in-radnor-pa\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/fiduciary-trust-international-welcomes-gretchen-regan-cfa-as-senior-portfolio-manager-in-radnor-pa\\\/\"},\"author\":{\"name\":\"Newsdesk\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/#\\\/schema\\\/person\\\/482f27a394d4fda80ecb5499e519d979\"},\"headline\":\"Fiduciary Trust International Welcomes Gretchen Regan, CFA as Senior Portfolio Manager in Radnor, PA\",\"datePublished\":\"2026-11-10T16:22:53+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/fiduciary-trust-international-welcomes-gretchen-regan-cfa-as-senior-portfolio-manager-in-radnor-pa\\\/\"},\"wordCount\":710,\"image\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/fiduciary-trust-international-welcomes-gretchen-regan-cfa-as-senior-portfolio-manager-in-radnor-pa\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/cts.businesswire.com\\\/ct\\\/CT?id=bwnews&amp;sty=20261110704660r1&amp;sid=flmnd&amp;distro=nx&amp;lang=en\",\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/fiduciary-trust-international-welcomes-gretchen-regan-cfa-as-senior-portfolio-manager-in-radnor-pa\\\/\",\"url\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/fiduciary-trust-international-welcomes-gretchen-regan-cfa-as-senior-portfolio-manager-in-radnor-pa\\\/\",\"name\":\"Fiduciary Trust International Welcomes Gretchen Regan, CFA as Senior Portfolio Manager in Radnor, PA - 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Her areas of specialization range from quantitative research and tax-aware investment strategies to asset allocation to multi-asset portfolio management for high-net-worth clients. Ms. Regan will report to Jeffrey Bagley, CFA, CFP\u00ae, senior portfolio manager in the Radnor office. 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