Gretchen Regan, CFA

Gretchen serves as Director, Wealth Advisors at Mill Creek Capital Advisors, LLC. In her role, Gretchen advises clients on investment policy and develops and implements investment and financial planning recommendations. She also works closely with her clients’ other advisors to ensure their goals are met in a comprehensive and integrated manner.

Prior to joining Mill Creek, Gretchen served as an Investment Advisor with Hotaling Investment Management, LLC, a Registered Investment Advisor. Her responsibilities included advising clients on investment policy, creating investment recommendations, executing equity and fixed income trades, and evaluating performance. Additionally, she was responsible for researching equities for inclusion in the model portfolios. Prior, Gretchen spent several years at Chartwell Investment Partners and over 15 years at Macquarie Group (formerly Delaware Investments) as a Quantitative Analyst.

Gretchen received a B.S. in Management Science and Information Systems from The Pennsylvania State University. She is a CFA^® Charterholder and a member of the CFA Institute and CFA Society of Philadelphia.