Rinehart Wealth Management
Description
Address: 521 E Morehead St, Charlotte, NC 28202 Hours: Closed ⋅ Opens 8:30AM Tuesday8:30AM–5PMWednesday8:30AM–5PMThursday8:30AM–5PMFriday8:30AM–5PMSaturdayClosedSundayClosedMonday8:30AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (980) 585-3373: : : : : Website: Category: : Place name: Website: http://www.rinehartwia.com/ Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Rinehart Wealth Management Posting publicly on the Web Write a review Reviews 2 Google reviews
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Rinehart Wealth Management Employees
Employee
Years
Job
Industry
Anna Abdo Anna Abdo's Rinehart Wealth Management Experience 2007 - 2009
Job A&D Sales Representative at Porcelanosa
Industry Real Estate
Experience
Porcelanosa September 2015 - Present
Coldwell Banker Town & Country January 2012 - Present
Spaces By Anna January 2006 - Present
Firefly IT Asset Recovery, Inc. June 2014 - September 2014
Rinehart Wealth Management 2007 - 2009
Team Ultimo, Inc 2002 - 2005
Expo Design Center 2000 - 2002
Skills
Buyer Representation, Single Family Homes, Listings, Sellers, New Home Sales, REO, First Time Home Buyers, Short Sales, ABR
Education
California State Polytechnic University-Pomona 2011 — 2014
Bachelor of Applied Science (BASc), Business Administration emphasizing in HR Management and Small Business Entrepreneurship, GPA 3.74
Interior Designers Institute 2000 — 2001
Interior Design
Porcelanosa September 2015 - Present
Coldwell Banker Town & Country January 2012 - Present
Spaces By Anna January 2006 - Present
Firefly IT Asset Recovery, Inc. June 2014 - September 2014
Rinehart Wealth Management 2007 - 2009
Team Ultimo, Inc 2002 - 2005
Expo Design Center 2000 - 2002
Skills
Buyer Representation, Single Family Homes, Listings, Sellers, New Home Sales, REO, First Time Home Buyers, Short Sales, ABR
Education
California State Polytechnic University-Pomona 2011 — 2014
Bachelor of Applied Science (BASc), Business Administration emphasizing in HR Management and Small Business Entrepreneurship, GPA 3.74
Interior Designers Institute 2000 — 2001
Interior Design
Andrew Savant, CFP® Andrew Savant, CFP®'s Rinehart Wealth Management Experience April 2012 - Present
Job Wealth Advisor at Rinehart Wealth Management
Industry Financial Services
Experience
Rinehart Wealth Management April 2012 - Present
Pinnacle Sales Group 2007 - March 2012
CenterState Bank May 2006 - August 2006
Honeywell Aerospace January 2005 - August 2005
Skills
Retirement Planning, Wealth Management, Estate Planning, Financial Goals, Investments, College Education..., Comprehensive Financial..., Executive Compensation..., Tax Planning
Education
Clemson University 2003 — 2007
Finance, Financial Management
Rinehart Wealth Management April 2012 - Present
Pinnacle Sales Group 2007 - March 2012
CenterState Bank May 2006 - August 2006
Honeywell Aerospace January 2005 - August 2005
Skills
Retirement Planning, Wealth Management, Estate Planning, Financial Goals, Investments, College Education..., Comprehensive Financial..., Executive Compensation..., Tax Planning
Education
Clemson University 2003 — 2007
Finance, Financial Management
Kelly Franklin Kelly Franklin's Rinehart Wealth Management Experience August 2009 - August 2011
Job North America Deputy Editor at Chemical Watch
Industry Publishing
Experience
CW Research Ltd (Chemical Watch) May 2015 - Present
Kellen Company August 2011 - February 2015
Rinehart Wealth Management August 2009 - August 2011
Davidson College June 2009 - August 2009
Davidson College August 2005 - May 2009
Organica Deluxe May 2008 - August 2008
Skills
Editing, Research, Fundraising, Event Planning, Press Releases, Management, Public Relations, Social Media, Nonprofits, Social Media Marketing, Community Outreach
Education
Davidson College 2005 — 2009
BA, English, Minor in Spanish
CW Research Ltd (Chemical Watch) May 2015 - Present
Kellen Company August 2011 - February 2015
Rinehart Wealth Management August 2009 - August 2011
Davidson College June 2009 - August 2009
Davidson College August 2005 - May 2009
Organica Deluxe May 2008 - August 2008
Skills
Editing, Research, Fundraising, Event Planning, Press Releases, Management, Public Relations, Social Media, Nonprofits, Social Media Marketing, Community Outreach
Education
Davidson College 2005 — 2009
BA, English, Minor in Spanish
Alana Linn Alana Linn's Rinehart Wealth Management Experience August 2013 - April 2014
Job Finance Management Associate at Bank of America
Industry Accounting
Experience
Bank of America June 2015 - Present
University of North Carolina at Chapel Hill May 2014 - May 2015
Rinehart Wealth Management August 2013 - April 2014
Rinehart Wealth Management June 2011 - April 2014
Davidson College Office of Admission and Financial Aid August 2007 - June 2011
University of Alabama at Birmingham June 2010 - July 2010
Skills
Research, Editing, Event Planning, Social Media, PowerPoint, Microsoft Excel, Operations Management, Marketing Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2015
Master's Degree, Accounting
Davidson College 2007 — 2011
Honors in Sociology, Sociology
Institute of Education Sciences in Rome Italy 2009 — 2009
International Politics, Language, Art History
Bank of America June 2015 - Present
University of North Carolina at Chapel Hill May 2014 - May 2015
Rinehart Wealth Management August 2013 - April 2014
Rinehart Wealth Management June 2011 - April 2014
Davidson College Office of Admission and Financial Aid August 2007 - June 2011
University of Alabama at Birmingham June 2010 - July 2010
Skills
Research, Editing, Event Planning, Social Media, PowerPoint, Microsoft Excel, Operations Management, Marketing Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2015
Master's Degree, Accounting
Davidson College 2007 — 2011
Honors in Sociology, Sociology
Institute of Education Sciences in Rome Italy 2009 — 2009
International Politics, Language, Art History
Daniele Donahoe's Rinehart Wealth Management Experience May 2010 - Present
Job President and CIO Rinehart Wealth Management
Industry Financial Services
Experience
Rinehart Wealth Management May 2010 - Present
Columbia Management June 2002 - April 2010
Citigroup 1999 - 2001
Thomas Weisel Partners 1999 - 2000
JC Bradford 1997 - 1999
Skills
Portfolio Management, Asset Allocation, Alternative Investments, Equities, Investment Management, Wealth Management, Equity Research, Mutual Funds, Investments, Hedge Funds, Investment Strategies, Asset Management, Retirement Planning, Investment Advisory
Education
University of North Carolina at Chapel Hill 1993 — 1997
BS, Business
Hickory High 1989 — 1993
Rinehart Wealth Management May 2010 - Present
Columbia Management June 2002 - April 2010
Citigroup 1999 - 2001
Thomas Weisel Partners 1999 - 2000
JC Bradford 1997 - 1999
Skills
Portfolio Management, Asset Allocation, Alternative Investments, Equities, Investment Management, Wealth Management, Equity Research, Mutual Funds, Investments, Hedge Funds, Investment Strategies, Asset Management, Retirement Planning, Investment Advisory
Education
University of North Carolina at Chapel Hill 1993 — 1997
BS, Business
Hickory High 1989 — 1993
Cecil Staton Cecil Staton's Rinehart Wealth Management Experience May 2014 - July 2014
Job Wealth Planner at Smith & Howard Wealth Management, LLC
Industry Financial Services
Experience
Smith & Howard Wealth Management, LLC May 2015 - Present
Georgia United Credit Union January 2015 - April 2015
Rinehart Wealth Management May 2014 - July 2014
Staton for State Senate May 2012 - August 2012
Skills
Wealth Management, Financial Planning, Retirement Planning, Microsoft Office, Personal Financial..., Estate Planning, Financial Advisory, Investments, Insurance Planning, Behavioral Finance, Microsoft Excel, Cash Flow Analysis, Morningstar
Education
The University of Georgia 2010 — 2015
Bachelor's Degree, Financial Planning
McCallie School 2006 — 2010
High School, Diploma
University of Oxford 2014 — 2014
Economics
Smith & Howard Wealth Management, LLC May 2015 - Present
Georgia United Credit Union January 2015 - April 2015
Rinehart Wealth Management May 2014 - July 2014
Staton for State Senate May 2012 - August 2012
Skills
Wealth Management, Financial Planning, Retirement Planning, Microsoft Office, Personal Financial..., Estate Planning, Financial Advisory, Investments, Insurance Planning, Behavioral Finance, Microsoft Excel, Cash Flow Analysis, Morningstar
Education
The University of Georgia 2010 — 2015
Bachelor's Degree, Financial Planning
McCallie School 2006 — 2010
High School, Diploma
University of Oxford 2014 — 2014
Economics
Anne Keleher Carter Anne Keleher Carter's Rinehart Wealth Management Experience 1990 - 1992
Job Consultant Zia Life
Industry Human Resources
Experience
Catholic Charities January 2014 - March 2015
Tangible Solutions February 2012 - March 2013
JG Chempac March 2010 - 2012
Remington Capital LLC 1996 - 2009
Rinehart Wealth Management 1990 - 1992
City of Santa Fe March 1988 - August 1989
Wilson Learning 1986 - 1988
Wellborn Realty 1985 - 1986
Southwest Mortgage Company 1984 - 1985
Skills
Strategic Planning, Marketing Strategy, Problem Solving, Process Improvement, Organizational..., Customer Relations, Customer Satisfaction, Internet Services, Healthcare, Fundraising, Customer Service, Administration, Project Management, Team Leadership, Social Media Marketing, Human Resources, Leadership, Strategy, Management, Marketing, Program Management, Recruiting, Budgets, Personnel Management
Education
University of Colorado at Boulder
BA, Communication
The University of New Mexico 1984 — 1987
MA, Organization Communication and Development
CAPT
Myers Briggs Level 1 and 2 Certification
ASTD 2013 — 2013
Workforce Development and Training Certificate
Catholic Charities January 2014 - March 2015
Tangible Solutions February 2012 - March 2013
JG Chempac March 2010 - 2012
Remington Capital LLC 1996 - 2009
Rinehart Wealth Management 1990 - 1992
City of Santa Fe March 1988 - August 1989
Wilson Learning 1986 - 1988
Wellborn Realty 1985 - 1986
Southwest Mortgage Company 1984 - 1985
Skills
Strategic Planning, Marketing Strategy, Problem Solving, Process Improvement, Organizational..., Customer Relations, Customer Satisfaction, Internet Services, Healthcare, Fundraising, Customer Service, Administration, Project Management, Team Leadership, Social Media Marketing, Human Resources, Leadership, Strategy, Management, Marketing, Program Management, Recruiting, Budgets, Personnel Management
Education
University of Colorado at Boulder
BA, Communication
The University of New Mexico 1984 — 1987
MA, Organization Communication and Development
CAPT
Myers Briggs Level 1 and 2 Certification
ASTD 2013 — 2013
Workforce Development and Training Certificate
Brittany Danahey's Rinehart Wealth Management Experience April 2015 - Present
Job Portfolio Manager at Rinehart Wealth Management
Industry Financial Services
Experience
Rinehart Wealth Management April 2015 - Present
GenSpring Family Offices May 2011 - March 2015
Cambridge Associates June 2010 - April 2011
Cambridge Associates August 2009 - May 2010
Cambridge Associates June 2008 - July 2009
Wachovia, A Wells Fargo Company May 2007 - August 2007
Skills
Investments, Alternative Investments, Portfolio Management, Equities, Fixed Income, Derivatives, Hedge Funds, Asset Allocation, Financial Modeling, Trading, Leadership, Analysis, Management, Financial Analysis, Investment Management, Wealth Management, Quantitative Analytics
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2008
Bachelors of Science in Business Administration, Finance; Spanish
Rinehart Wealth Management April 2015 - Present
GenSpring Family Offices May 2011 - March 2015
Cambridge Associates June 2010 - April 2011
Cambridge Associates August 2009 - May 2010
Cambridge Associates June 2008 - July 2009
Wachovia, A Wells Fargo Company May 2007 - August 2007
Skills
Investments, Alternative Investments, Portfolio Management, Equities, Fixed Income, Derivatives, Hedge Funds, Asset Allocation, Financial Modeling, Trading, Leadership, Analysis, Management, Financial Analysis, Investment Management, Wealth Management, Quantitative Analytics
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2008
Bachelors of Science in Business Administration, Finance; Spanish
Lorri Tomlin, RP®'s Rinehart Wealth Management Experience October 2011 - Present
Job Wealth Associate at Rinehart Wealth Management
Industry Financial Services
Experience
Rinehart Wealth Management October 2011 - Present
Hawkins Conrad & Co., PLLC August 2000 - October 2011
Tomlin Consulting Group, Inc. January 2007 - July 2010
Skills
Customer Service, TamaracCRM/AdvisorView/R..., Portfolio Center, QuickBooks, Microsoft Excel, Microsoft Word, Microsoft Office, Accounts Receivable, Accounts Payable, Sales, Junxure, Naviplan, Notary Public
Education
Queens University of Charlotte
University of North Carolina at Chapel Hill
Rinehart Wealth Management October 2011 - Present
Hawkins Conrad & Co., PLLC August 2000 - October 2011
Tomlin Consulting Group, Inc. January 2007 - July 2010
Skills
Customer Service, TamaracCRM/AdvisorView/R..., Portfolio Center, QuickBooks, Microsoft Excel, Microsoft Word, Microsoft Office, Accounts Receivable, Accounts Payable, Sales, Junxure, Naviplan, Notary Public
Education
Queens University of Charlotte
University of North Carolina at Chapel Hill
MaryStuart Alderman's Rinehart Wealth Management Experience April 2000 - February 2003
Job Community Volunteer
Industry Nonprofit Organization Management
Experience
Boys Arnold & Company January 2011 - December 2012
Community Foundation of the Lowcountry June 2004 - October 2010
Curry Printing HHI, Inc. May 2003 - June 2004
Rinehart Wealth Management April 2000 - February 2003
Mecklenburg Ministries July 1998 - December 1999
Children's Theatre of Charlotte May 1995 - July 1998
Skills
Non-profits, Event Planning, Public Speaking
Education
Meredith College 1967 — 1971
Bachelor of Arts (BA), Math and Religion
Boys Arnold & Company January 2011 - December 2012
Community Foundation of the Lowcountry June 2004 - October 2010
Curry Printing HHI, Inc. May 2003 - June 2004
Rinehart Wealth Management April 2000 - February 2003
Mecklenburg Ministries July 1998 - December 1999
Children's Theatre of Charlotte May 1995 - July 1998
Skills
Non-profits, Event Planning, Public Speaking
Education
Meredith College 1967 — 1971
Bachelor of Arts (BA), Math and Religion
Treven Ayers, MA, CFS, CFP(R)'s Rinehart Wealth Management Experience December 1999 - February 2013
Job Chief Investment Officer of ClearView Wealth Mgmt
Industry Investment Management
Experience
Clearview Wealth Management (Charlotte, NC) March 2013 - Present
Rinehart Wealth Management December 1999 - February 2013
Professional Financial Services April 1996 - December 1999
Skills
Wealth Management, Portfolio Management, Mutual Funds, Investments, ETFs, Bonds, Financial Services, Portfolio Optimization, Stocks, Investment Research, Stock Picking, Institutional, Pension Funds, Retirement Planning, Asset Allocation, Investment Strategies, Alternative Investments, Investment Management, Investment Advisory, Wealth Management..., High Net Worth..., Asset Management, Equities, Fixed Income, Financial Planning, Securities
Education
University of South Carolina-Columbia 1991 — 1993
Masters, Economics
University of South Carolina-Columbia 1987 — 1991
BA, Economics + English minor
Randolph High 1983 — 1987
Clearview Wealth Management (Charlotte, NC) March 2013 - Present
Rinehart Wealth Management December 1999 - February 2013
Professional Financial Services April 1996 - December 1999
Skills
Wealth Management, Portfolio Management, Mutual Funds, Investments, ETFs, Bonds, Financial Services, Portfolio Optimization, Stocks, Investment Research, Stock Picking, Institutional, Pension Funds, Retirement Planning, Asset Allocation, Investment Strategies, Alternative Investments, Investment Management, Investment Advisory, Wealth Management..., High Net Worth..., Asset Management, Equities, Fixed Income, Financial Planning, Securities
Education
University of South Carolina-Columbia 1991 — 1993
Masters, Economics
University of South Carolina-Columbia 1987 — 1991
BA, Economics + English minor
Randolph High 1983 — 1987
Marilyn Spencer's Rinehart Wealth Management Experience November 2008 - November 2014
Job CFP and Enrolled Agent
Industry Investment Management
Experience
Rinehart Wealth Management November 2008 - November 2014
RSM McGladrey February 2003 - December 2006
PwC January 2002 - January 2003
PwC August 1997 - December 2001
Skills
Retirement Planning, Tax, Estate Planning, Financial Advisory, Expatriate Tax, Wealth Management, Strategic Financial..., Income Tax
Education
Colgate University 1992 — 1996
BA, Music, Italian
Rinehart Wealth Management November 2008 - November 2014
RSM McGladrey February 2003 - December 2006
PwC January 2002 - January 2003
PwC August 1997 - December 2001
Skills
Retirement Planning, Tax, Estate Planning, Financial Advisory, Expatriate Tax, Wealth Management, Strategic Financial..., Income Tax
Education
Colgate University 1992 — 1996
BA, Music, Italian
Cheryl Sherrard, CFP's Rinehart Wealth Management Experience May 2003 - February 2013
Job Director of Planning at Clearview Wealth Management
Industry Financial Services
Experience
Clearview Wealth Management (Charlotte, NC) March 2013 - Present
Rinehart Wealth Management May 2003 - February 2013
McGladrey & Pullen 2001 - 2003
Skills
Wealth Management, Retirement Planning, Later Life Planning, Intergenerational..., Retirement, Certified Financial..., Financial Planning, High Net Worth..., Executive Benefit..., Retirement Communities, Elder Care Planning, Investments, Wealth, Finance, Estate Planning, Asset Allocation, Financial Advisory, Investment Advisory, Tax, Personal Finance, Asset Management, Sandwich Generation..., Investment Management, Middle Income Retirees
Education
University of California, Berkeley
Certificate in Personal Financial Planning
Central Piedmont Community College
Aging Studies Certificate
Mount Union College 1979 — 1982
B.S., Mathematics and Computer Science
Clearview Wealth Management (Charlotte, NC) March 2013 - Present
Rinehart Wealth Management May 2003 - February 2013
McGladrey & Pullen 2001 - 2003
Skills
Wealth Management, Retirement Planning, Later Life Planning, Intergenerational..., Retirement, Certified Financial..., Financial Planning, High Net Worth..., Executive Benefit..., Retirement Communities, Elder Care Planning, Investments, Wealth, Finance, Estate Planning, Asset Allocation, Financial Advisory, Investment Advisory, Tax, Personal Finance, Asset Management, Sandwich Generation..., Investment Management, Middle Income Retirees
Education
University of California, Berkeley
Certificate in Personal Financial Planning
Central Piedmont Community College
Aging Studies Certificate
Mount Union College 1979 — 1982
B.S., Mathematics and Computer Science