Lauretta Reeves, CFA, AWMA

International Portfolio Manager

Lauretta “Retz” Ann Reeves is the international equities portfolio manager and a wealth management advisor at Bastion Fiduciary. Ms. Reeves joined Cale in 2013 at Islamorada Investment Management. She has served as a portfolio manager and Co-Chief Investment Officer of the Value Strategy at Hansberger Global Investors (HGI). Before HGI, Ms. Reeves was a portfolio manager and Senior Vice President with Franklin Templeton Investments.

Ms. Reeves is a CFA® Charter Holder and a member of the CFA Institute, where she is a member of the Practice Analysis Working Body, The CFA Society of North Carolina, and the Business and Professional Women/Triangle. She holds the designation of Accredited Wealth Management Advisor (SM) (AWMA®) from the College of Financial Planning. She received a BBA from Florida International University with High Honors and an MBA from Nova Southeastern University.

Watch this video interview of Retz talking about her background and investing philosophy.

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