Regan is a client service associate working out of Wealthspire’s Delafield, WI office. In her role, Regan is responsible for servicing client accounts, creating reports, and supporting a team of advisors in day-to-day tasks. Before joining the team, she worked as an Equity Research Analyst at Robert W. Baird & Co., where she coauthored proprietary research covering 16 companies in the consumer retail space. She also worked as a Summer Research Analyst for JCSD Partners, LP, analyzing investments and examining trends in banking and technology. In addition to her work in the industry, Regan has enjoyed serving in various teaching and mentorship roles, including her position as Director of Graduate Student Ministry at St. Paul University Catholic Center and her service as an academic mentor at her alma mater. Now residing in Wauwatosa, WI, Regan enjoys playing tennis with her husband and visiting family and friends in her free time. She looks forward to positively impacting clients through diligent, timely, and high-quality service.
- Equity Research Analyst at Robert W. Baird & Co.
- Summer Research Analyst at JCSD Partners, LP
Education & Credentials
- BA, University of Wisconsin – Madison, Economics, Certificate in Business
- Series 7, 63, 86, and 87 licenses