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Matt Reiner Cfa Cfp

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Matt Reiner Cfa Cfp

Writer | benjamin

Atlanta, Georgia, United States

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Matt Reiner Cfa Cfp

Summary

Matt Reiner is a dynamic financial leader with a wealth of experience in managing investment portfolios and developing innovative financial solutions. As the Managing Partner at Capital Investment Advisors and CEO at Wela Strategies, he oversees over $4.5 billion in assets across multiple locations. His dual focus on serving both affluent individuals and younger families reflects his commitment to making wealth management accessible and effective. An accomplished author with three published books, Matt is passionate about sharing insights and strategies through his newsletter and podcast, which engage over 6,000 subscribers. His entrepreneurial spirit is evident from his experience launching FinTech startups aimed at automating wealth management processes. Beyond his professional endeavors, Matt enjoys coaching and public speaking, contributing to the growth and development of others in the industry. He believes in continuous personal and professional development as the key to success in wealth management.

General

Generalist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Emerging Technologies

Leadership Development

Innovation

Organisational experience

Startup Experience

Corporate Experience

Matt Reiner Cfa Cfp

Work Experience

💼

Writer at

the circle GmbH

April 2023 - Present

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Host at

Bridging the Gap Podcast

January 2020 - Present

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CEO at

benjamin

June 2009 - Present

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Managing Partner & Senior Investment Advisor at

Capital Investment Advisors

January 2009 - Present

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CEO and Co-Founder at

benjamin

January 2013 - March 2023

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Matt Reiner Cfa Cfp

Education

W. P. Carey School of Business – Arizona State University

January 2005 - January 2009

Frequently Asked Questions about Matt Reiner Cfa Cfp

What is Matt Reiner Cfa Cfp email address?

Matt Reiner Cfa Cfp's primary email address is ****@thecirclecic.org.uk. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Matt Reiner Cfa Cfp work for?

Matt Reiner Cfa Cfp is a Writer at benjamin, a company specializing in Monetary Authorities-Central Bank.

Where Matt Reiner Cfa Cfp graduated from?

Matt Reiner Cfa Cfp holds a degree in Finance from W. P. Carey School of Business – Arizona State University.

How can I directly contact Matt Reiner Cfa Cfp?

To contact Matt Reiner Cfa Cfp directly, you can use the email address ****@thecirclecic.org.uk. Complete contact information is available upon registration with Muraena.

Who is Matt Reiner Cfa Cfp?

Matt Reiner is a dynamic financial leader with a wealth of experience in managing investment portfolios and developing innovative financial solutions. As the Managing Partner at Capital Investment Advisors and CEO at Wela Strategies, he oversees over $4.5 billion in assets across multiple locations. His dual focus on serving both affluent individuals and younger families reflects his commitment to making wealth management accessible and effective. An accomplished author with three published books, Matt is passionate about sharing insights and strategies through his newsletter and podcast, which engage over 6,000 subscribers. His entrepreneurial spirit is evident from his experience launching FinTech startups aimed at automating wealth management processes. Beyond his professional endeavors, Matt enjoys coaching and public speaking, contributing to the growth and development of others in the industry. He believes in continuous personal and professional development as the key to success in wealth management.

Matt`s contact details

mail

****@thecirclecic.org.uk

****@yourwealth.com

****@getbenjamin.com

****@welastrategies.com

****@getwela.com

Colleagues

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Wes Moss

Managing Partner and Chief Investment Strategist

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