Adam J Reinert CFP®
“People work so hard for their money that it often comes as a surprise that the money can also work for them,” says Adam, who spent time at Morgan Stanley and Emerald Asset Management before joining Marshall.
Adam was always interested in investing, opening his own first account at the age of 18. “I quickly realized that it’s the management of risks, not the management of returns, that is essential to profiting from the investment process,” he says. Marshall’s clients have benefited greatly from his logical, long-term investment approach.
Certified Financial Planners ™
Executives in Transition
Chief Financial Officer
Support Team
With Marshall since: 1992
With Marshall since: 2000
With Marshall since: 2001
With Marshall since: 2007
With Marshall since: 2004
With Marshall since: 1995
With Marshall since: 2014
Executive Team
Chief Financial Officer