Spencer Kelly, along with his business partner, Russell Mohberg, founded Regatta Capital Group in 2007. They set out to build a company that put the client above all else. The independent, boutique wealth management firm has been built on the values of delivering extraordinary client service and exceptional investment results. Today, they are a 13 person firm with 7 total advisors that manages over $425 million for their clients. As a Registered Investment Advisor (RIA), Regatta is 100% independent and has a fiduciary responsibility to act in their client’s best interest. They do not charge commissions nor do they have any proprietary products. Their clients are big and small, local and across the country…individuals, small businesses and non-profit organizations. Spencer grew up in the Adirondacks in upstate New York and earned a finance degree from Boston College in 1999. He has held his CFP designation for over ten years.
REGATTA CAPITAL GROUP, LLC
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