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Value Team

Lauretta (Retz) Reeves, CFA, AWMA*
Co-Chief Investment Officer
Value Team



Lauretta "Retz" Reeves joined our firm in 1996 and serves as Co-Chief Investment Officer of the Value team. She is currently also a Portfolio Manager and Senior Research Analyst covering Healthcare. Prior to joining HGI, Retz was Senior Vice President at Templeton Investment Counsel, Inc. in the research and portfolio management group. She was also portfolio manager for several separate accounts and mutual funds which in total exceeded $1billion of assets. Retz received her MBA from Nova-Southeastern University and her undergraduate degree in business management from Florida International University. She is a CFA charter holder, a member of the CFA Institute and holds the designation of Accredited Wealth Management Advisor ℠ ("AWMA") from the College for Financial Planning.

 

 

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