Matt Reiner
Algemeen Directeur bij YourWela LLC
Profiel
Matthew Ross Reiner is the founder of Wela Strategies, Inc. where he holds the title of Chief Executive Officer starting in 2008.
Mr. Reiner is also the founder of YourWela LLC.
Mr. Reiner's current job is at Capital Investment Advisors LLC where he started in 2009 and holds the titles of Managing Partner & Senior Investment Advisor.
Mr. Reiner's former jobs include positions at Charles Schwab & Co., Inc. and Bank of America, NA (Charlotte, North Carolina) where he held the title of Principal.
Mr. Reiner's education history includes undergraduate studies at W.P.
Carey School of Business.
Actieve functies van Matt Reiner
| Bedrijven | Functie | Begin |
|---|---|---|
Capital Investment Advisors LLC
 Capital Investment Advisors LLC Investment ManagersFinance Capital Investment Advisors LLC (CIA) is an independent, SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded by Michael Reiner and Woody Alpern in 1996. CIA provides investment management services to individuals, pension and profit-sharing plans, trusts, estates and charitable organizations, and corporations or other business entities. | Lid van de Investeringscommissie | 01-01-2009 |
Wela Strategies, Inc.
 Wela Strategies, Inc. Investment ManagersFinance Founded in 2008, Wela Strategies, Inc. is a registered investment advisor located in Atlanta, Georgia. The firm's geared are toward individuals with portfolios of less than $500,000. The firm also does business as YourWealth Asset Management. | Algemeen Directeur | 01-01-2008 |
YourWela LLC
 YourWela LLC Packaged SoftwareTechnology Services YourWela LLC develops an artificial intelligence platform for the financial industry. The company is based in Atlanta, GA. The company was founded by Matthew Ross Reiner, who has been the CEO since incorporation. | Algemeen Directeur | - |
Eerdere bekende functies van Matt Reiner
| Bedrijven | Functie | Einde |
|---|---|---|
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Corporate Officer/Principal | - |
Bank of America, NA (Charlotte, North Carolina)
 Bank of America, NA (Charlotte, North Carolina) Major BanksFinance Bank of America, NA engages in the provision of commercial banking services. It offers financing, checking and savings accounts, and investment banking for individual clients. The company was founded on March 1, 1927 and is headquartered in Charlotte, NC. | Corporate Officer/Principal | - |
Opleiding van Matt Reiner
| W.P. Carey School of Business | Undergraduate Degree |
Ervaring
Beklede functies
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Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Bedrijven in privébezit | 5 |
|---|---|
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Finance |
Capital Investment Advisors LLC
Capital Investment Advisors LLC Investment ManagersFinance Capital Investment Advisors LLC (CIA) is an independent, SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded by Michael Reiner and Woody Alpern in 1996. CIA provides investment management services to individuals, pension and profit-sharing plans, trusts, estates and charitable organizations, and corporations or other business entities. | Finance |
Bank of America, NA (Charlotte, North Carolina)
Bank of America, NA (Charlotte, North Carolina) Major BanksFinance Bank of America, NA engages in the provision of commercial banking services. It offers financing, checking and savings accounts, and investment banking for individual clients. The company was founded on March 1, 1927 and is headquartered in Charlotte, NC. | Finance |
Wela Strategies, Inc.
Wela Strategies, Inc. Investment ManagersFinance Founded in 2008, Wela Strategies, Inc. is a registered investment advisor located in Atlanta, Georgia. The firm's geared are toward individuals with portfolios of less than $500,000. The firm also does business as YourWealth Asset Management. | Finance |
YourWela LLC
YourWela LLC Packaged SoftwareTechnology Services YourWela LLC develops an artificial intelligence platform for the financial industry. The company is based in Atlanta, GA. The company was founded by Matthew Ross Reiner, who has been the CEO since incorporation. | Technology Services |
