Key Takeaways
- • Fiduciary Trust International, a wholly owned subsidiary of Franklin Templeton, has hired Gretchen Regan, CFA as a senior portfolio manager in its Radnor, PA office, according to a Business Wire release.
- • Regan brings close to 30 years of industry experience, including nearly 10 years managing multi-asset portfolios for high-net-worth individuals, families, and nonprofits.
- • Regan previously was a director and wealth advisor at Mill Creek Capital Advisors in Conshohocken, PA, where she managed more than 30 clients with over $200 million in combined assets under management.
- • Regan will report to Jeffrey Bagley, CFA, CFP, and joins fellow recent Radnor hires Anthony Peros, CFA and Marc Balcer.
- • Fiduciary Trust International reports more than $117 billion in assets under management and administration as of September 30, 2026.
Summary
Fiduciary Trust International, a global wealth manager and wholly owned subsidiary of Franklin Templeton, announced that Gretchen Regan, CFA has joined the firm as a senior portfolio manager based in its Radnor, PA office. Her specializations include quantitative research, tax-aware investment strategies, 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.
Regan has close to 30 years of experience, including nearly a decade managing multi-asset portfolios for high-net-worth individuals, families, and nonprofits. Before joining Fiduciary Trust International, she was a director and wealth advisor at Mill Creek Capital Advisors in Conshohocken, PA, a firm later acquired by Pathstone Family Office. There she actively managed more than 30 clients with over $200 million in combined assets under management. Earlier in her career, she was an investment advisor at Hotaling Investment Management (now Focus Financial) in Wayne, PA, a quantitative analyst at Chartwell Investment Partners in Berwyn, PA, and spent 15 years at Delaware Investments (now Nomura) in Philadelphia, most recently as a vice president and quantitative research analyst. She holds the CFA designation and a bachelor of science in management science and information systems from Pennsylvania State University.
Julie Strong Karnavas, regional managing director for the Radnor office, said Regan's track record of cultivating long-term relationships and working across teams to craft wealth and investment strategies will strengthen the service the office delivers. Regan said the firm's combination of investment management, trust, and estate expertise drew her to the organization, particularly in helping families manage and transfer wealth across generations. Regan's hire follows that of Anthony Peros, CFA, who started as a Radnor-based portfolio manager earlier in 2026, and Marc Balcer, who joined as a senior portfolio manager in September 2025.
Fiduciary Trust International, headquartered in New York and serving clients since 1931, reported more than $117 billion in assets under management and administration as of September 30, 2026. Its parent, Franklin Templeton, reported more than $1.81 trillion in assets under management as of October 31, 2026.
Regan has close to 30 years of experience, including nearly a decade managing multi-asset portfolios for high-net-worth individuals, families, and nonprofits. Before joining Fiduciary Trust International, she was a director and wealth advisor at Mill Creek Capital Advisors in Conshohocken, PA, a firm later acquired by Pathstone Family Office. There she actively managed more than 30 clients with over $200 million in combined assets under management. Earlier in her career, she was an investment advisor at Hotaling Investment Management (now Focus Financial) in Wayne, PA, a quantitative analyst at Chartwell Investment Partners in Berwyn, PA, and spent 15 years at Delaware Investments (now Nomura) in Philadelphia, most recently as a vice president and quantitative research analyst. She holds the CFA designation and a bachelor of science in management science and information systems from Pennsylvania State University.
Julie Strong Karnavas, regional managing director for the Radnor office, said Regan's track record of cultivating long-term relationships and working across teams to craft wealth and investment strategies will strengthen the service the office delivers. Regan said the firm's combination of investment management, trust, and estate expertise drew her to the organization, particularly in helping families manage and transfer wealth across generations. Regan's hire follows that of Anthony Peros, CFA, who started as a Radnor-based portfolio manager earlier in 2026, and Marc Balcer, who joined as a senior portfolio manager in September 2025.
Fiduciary Trust International, headquartered in New York and serving clients since 1931, reported more than $117 billion in assets under management and administration as of September 30, 2026. Its parent, Franklin Templeton, reported more than $1.81 trillion in assets under management as of October 31, 2026.
Go deeper than the headline
Research every firm in this story, track the ones that matter and get the daily briefing — free for 7 days.