Eric A. Greschner Email & Phone Number

New Orleans, Baton Rouge, And Houston

Eric Greschner, J.D. is a Senior Portfolio Manager, Managing Partner and Wealth Manager at Regatta Research & Money Management, an SEC-Registered Investment Advisory firm named by Bloomberg as one of “America’s Top Wealth Management Superstars”.Listed as one of the "Wall Street 50" in author Kim Curtin's upcoming book: Wall Street 50: 50 Conscious Financiers Living Lives of Wealth & Meaning. According to the book excerpt: "She interviewed The Wall Street 50 in an effort to uncover how the well-known and respected global financiers achieve and enjoy lives that align wealth and meaning. The emerging attributes, characteristics, thought patterns and behaviors provide incredible insight into balancing capitalism and conscious living that can be emulated by leaders working in every industry. Their secrets have the power to help re-invent the world of finance. The Wall Street 50 provides the framework necessary to learn from these conscious financiers that profits AND integrity are not only possible but that they are the way out and the way forward." Book website: www.thewallstreetcoach.com/wall-street-50-book.Regatta Research provides independent fee-only (no commission) wealth management consulting, comprehensive financial and retirement planning, as well as portfolio management services to individuals and institutions around the world.Custody of client assets is provided by large custodians, such as Fidelity Investments, etc.Mr. Greschner is also a former attorney who prior to founding Regatta Research and Your Financial Coaches, worked as a stockbroker with an NYSE member firm and as an institutional research analyst and market strategist providing analysis to clients such as Oppenheimer, T. Rowe Price, Fidelity Investments, institutional, pension, and hedge funds.

West Palm Beach, Fl

West Palm Beach, Florida Area

The Renne-Greschner TOD Index™ is the leading measure of Transit Oriented Development (TOD) real estate values, including home values and rental rates in the United States.Theory, research and practice suggest that rental rates and home values in TOD locations have historically experienced greater capital appreciation during periods of economic growth and less downside depreciation during recessionary periods of the market cycle.Until now, homebuyers, real estate investors, asset managers, developers, planners and economic development professionals have experienced difficulty accessing a comprehensive database in a simple, standardized methodology to benchmark month-to-month changes in home values and rental rates in TOD locations.The Renne-Greschner TOD Index™ solves this problem by offering the ability to view trends in TODs at the national, regional and station-area levels.

U.S., Uk - London, Stockholm, Singapore, Hong Kong, Etc.

Your Financial Coaches℠ provides individuals, corporations, foundations, and financial, regulatory, compliance, tax, and legal professionals unbiased financial education services including: continuing professional education credit courses, non-credit investor education courses, professional speaking engagements, and the upcoming investment book series.Mr. Greschner chairs conferences, speaks, acts as a panelist, and teaches for organizations around the world. Prior engagements include bookings in New York, Miami, New Orleans, London, Singapore, Hong Kong, Stockholm, Warsaw, etc.When speaking, Mr. Greschner is a dynamic and engaging speaker who explains complex financial topics in an easy to understand conversational style that audiences find both interesting and engaging.Clients can choose from from a wide range of topics such as Exchange Traded Funds and products (ETNs, ETCs, etc.), structured products, fiduciary duty, due diligence, structured finance, derivatives, options, asset allocation, private equity, real estate, commodities, retirement planning, hedging, constructing and testing trading models, etc.Mr. Greschner has been interviewed in publications such as Money Magazine, Bloomberg, Kiplinger's, Thomson-Reuters, Derivatives Week, Morningstar, Wall Street Transcripts, Structured Products Magazine, Prospect News, etc. Samples of his interviews, awards, honors, training, chairing, and speaking experiences can be found in the Creative Portfolio Display by Behance at the bottom of his profile.

New Orleans La

Mr. Greschner is a member of the Board of Directors of the The TOD Group, LLC, a national leader in Transit Oriented Development (TOD). The TOD Group creates the opportunity for investors to benefit from TOD, which Emerging Trends in Real Estate rates as the top investment in real estate. The TOD Group has expertise in serving as a master developer and consultant to private and public sector entities. Their mission-driven business model focuses on equity-based TOD investments that enable a sustainable future.

Juris Doctor

Education record

Education record