Fiduciary Trust International Welcomes Gretchen Regan, CFA as Senior Portfolio Manager in Radnor, PA
Fiduciary Trust International Welcomes Gretchen Regan, CFA as Senior Portfolio Manager in Radnor, PA
Fiduciary Trust International, a Franklin Templeton (BEN) subsidiary, has welcomed Gretchen Regan as a senior portfolio manager in Radnor, Pennsylvania.
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Nearly 30-Year Industry Veteran with Extensive Multi-Asset Portfolio Management Experience Joins Growing Radnor Office
NEW YORK--(BUSINESS WIRE)--
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’s 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®, 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 – which was later acquired by Pathstone Family Office – 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.
“Gretchen is a seasoned professional with wide-ranging expertise who will be an outstanding addition to our Radnor office, which serves the greater Philadelphia region,” said Julie Strong Karnavas, regional managing director for Fiduciary Trust International’s Radnor office. “Her track record of cultivating long-term relationships, and working across teams to craft wealth and investment management strategies that address clients’ goals and risk tolerances, will further strengthen the service we deliver.”
Earlier in Ms. Regan’s 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.
“What 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,” said Ms. Regan. “I am eager to begin working with the teams across this organization to help clients achieve their long-term financial goals.”
Ms. Regan is the latest addition to join Fiduciary Trust International’s office in Radnor. Anthony Peros, CFA started as a Radnor-based portfolio manager earlier this year, while Marc Balcer came aboard as a senior portfolio manager in September 2025.
About Fiduciary Trust International
Fiduciary 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.For more information, please visit fiduciarytrust.com, and for the latest updates, follow Fiduciary Trust International on LinkedIn and X: @FiduciaryTrust.
About Franklin Templeton
Franklin Templeton is a trusted investment partner, delivering tailored solutions that align with clients’ 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 – providing the tools and resources to navigate change and capture opportunity.
With more than $1.81 trillion in assets under management as of October 31, 2026, Franklin Templeton operates globally in more than 30 countries.
A CFA is a professional credential awarded to financial analysts and investment managers who pass a series of rigorous exams and meet experience and ethical standards. It signals that a person has demonstrated advanced knowledge of investing, portfolio management and financial analysis—think of it like a pilot’s license for someone who manages money. For investors, seeing a CFA can make it easier to judge a professional’s training and credibility, though it is not a guarantee of performance.
cfp®financial
A CFP® is a certified financial planner designation granted to professionals who have met standardized education, experience and ethical requirements for giving personal financial advice. Think of a CFP® as a licensed architect for your money: they design long-term plans for saving, investing, taxes and retirement and are trained to act in a client’s best interest. For investors, a CFP® signals a higher level of competence and accountability when choosing someone to manage or advise on their finances.
