Regan S. Teague, CFA®, CFP®

Portfolio Manager & Lead Trader

Regan Teague joined the advisor in 2012 and currently serves as a portfolio manager and senior investment officer. He has an extensive background in equity valuation, derivatives analysis, portfolio construction and attribution/sensitivity analysis. Mr. Teague received a B.A. from Ashland University in 2010 earned his Chartered Financial Analyst (“CFA”)  designation in 2019 and his Certified Financial Planner (“CFP”) designation in 2021.