At Regatta, trust is earned daily
Russell Mohberg and Spencer Kelly met in 2003 while working at Edward Jones and 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.
We believe in encouraging intellectual curiosity and challenging static ways of thinking. We are driven by a strong desire to improve through constant learning and growth. By building foundations of trust within our team we create a culture of candor and vulnerability that empowers us to move beyond our comfort zones into a place of constant growth.