RADNOR, PA — Fiduciary Trust International, a wholly owned subsidiary of Franklin Templeton, has hired Gretchen Regan, CFA, as a senior portfolio manager in Radnor, expanding its investment management capabilities for high-net-worth individuals, families and nonprofit organizations across the Philadelphia region.
Regan brings nearly 30 years of investment industry experience, including approximately a decade managing multi-asset portfolios for wealthy clients and institutions.
She joins the firm from Mill Creek Capital Advisors in Conshohocken, which was subsequently acquired by Pathstone Family Office. As a director and wealth advisor, she managed relationships with more than 30 clients representing over $200 million in combined assets under management.
At Fiduciary Trust International, Regan will focus on asset allocation, quantitative research, tax-aware investment strategies and multi-asset portfolio management.
She will report to Jeffrey Bagley, CFA, CFP, a senior portfolio manager in the firm’s Radnor office.
The appointment continues a series of additions to Fiduciary Trust International’s investment management team in suburban Philadelphia.
Anthony Peros, CFA, joined the Radnor office as a portfolio manager earlier this year, following the September 2025 appointment of Marc Balcer as a senior portfolio manager.
The expansion adds experienced investment professionals to the firm’s regional operations as it provides portfolio management, trust and estate services to wealthy families and other clients.
Julie Strong Karnavas, regional managing director of the Radnor office, emphasized Regan’s experience developing investment strategies tailored to clients’ financial objectives and risk tolerances.
“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,” Karnavas stated.
Before joining Mill Creek Capital Advisors, Regan held investment advisory and research positions at several financial firms in the Philadelphia region.
She worked as an investment advisor at Hotaling Investment Management in Wayne, now known as Focus Financial, and as a quantitative analyst at Chartwell Investment Partners in Berwyn.
Earlier, Regan spent 15 years at Delaware Investments in Philadelphia, most recently serving as vice president and quantitative research analyst.
Her experience spans portfolio construction, quantitative investment analysis and wealth management strategies designed for clients with complex financial circumstances.
Regan holds the Chartered Financial Analyst designation and earned a bachelor’s 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,” Regan stated.
Fiduciary Trust International operates as a global wealth management subsidiary of Franklin Templeton, providing investment management and related fiduciary services.
The addition of Regan, following the appointments of Peros and Balcer, strengthens the firm’s Radnor-based portfolio management team serving clients throughout the greater Philadelphia market.
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