Len Reinhart
Director/Board Member at Wheelhouse Analytics LLC
Profile
Leonard Alan Reinhart currently works at Financeware Holdings LLC, as Director and Wheelhouse Analytics LLC, as Director.
Mr. Reinhart also formerly worked at Wealthcare Capital Management LLC, as Executive Chairman & Chief Executive Officer, Wealthcare Advisory Partners LLC, as Executive Chairman & Chief Executive Officer, Money Management Institute, as Chairman, BNY Mellon Advisors, Inc., as President, E.F.
Hutton & Co., Inc., as Principal, and Smith Barney & Co., Inc., as President-Consulting Group.
Mr. Reinhart received his undergraduate degree from the University of Rhode Island.
Len Reinhart active positions
| Companies | Position | Start |
|---|---|---|
Wheelhouse Analytics LLC
 Wheelhouse Analytics LLC Packaged SoftwareTechnology Services Wheelhouse Analytics LLC provides data analytics, mobile sales solutions, and online education tools to financial advisors, asset managers and enterprises. Its solutions include distribution analysis, Wheelhouse ED, Admiral, and Builder. The company was founded by Todd A. Buck and Frank J. Coates in 2010 and is headquartered in West Chester, PA. | Director/Board Member | - |
Financeware Holdings LLC
 Financeware Holdings LLC Investment ManagersFinance Financeware Holdings LLC provides financial services. The company is headquartered in Radnor, PA. | Director/Board Member | - |
Former positions of Len Reinhart
| Companies | Position | End |
|---|---|---|
BNY Mellon Advisors, Inc.
 BNY Mellon Advisors, Inc. Investment ManagersFinance BNY Mellon Advisors, Inc. (BNYMA) is a SEC-registered investment advisor headquartered in Pennington, New Jersey. The firm was founded in 1995 and formerly known as Lockwood Advisors, Inc. They were acquired by The Bank of New York Co., Inc. in 2002 and is now a direct, wholly-owned subsidiary of MBC Investments Corp., which in turn is a wholly-owned subsidiary of The Bank of New York Mellon Corp. (NYSE: BK). BNYMA offers portfolio management services in various wrap fee programs. The firm serves as the sole wrap fee sponsor for their Managed360 Program. | President | 2007-08-29 |
Wealthcare Advisory Partners LLC
 Wealthcare Advisory Partners LLC Investment ManagersFinance Wealthcare Advisory Partners LLC (WCAP) is a SEC-registered investment advisor and wealth management firm headquartered in West Chester, Pennsylvania. The firm was founded in 2014 and is a wholly-owned subsidiary of Wealthcare Parent Holdings LLC, which is ultimately owned by Wealthcare Capital Management LLC. WCAP offers investment advisory services to individuals, high net-worth individuals, trusts, estates, retirement plans, charitable organizations and other businesses. | Chief Executive Officer | - |
E.F. Hutton & Co., Inc.
 E.F. Hutton & Co., Inc. Financial ConglomeratesFinance Part of Barclays PLC, E.F. Hutton & Co., Inc. is a company that provides investment and financial services. The company is based in Providence, RI. | Corporate Officer/Principal | - |
Money Management Institute
 Money Management Institute Investment ManagersFinance Money Management Institute provides advice and professionally-managed investment solutions to individual and institutional investors. It provides advisory solutions through advocacy, educational initiatives, regulatory affairs, publications, data reporting and professional networking. The company was founded in 1997 and is headquartered in New York, NY. | Chairman | - |
| Smith Barney & Co., Inc. | Corporate Officer/Principal | - |
Training of Len Reinhart
| University of Rhode Island | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 8 |
|---|---|
BNY Mellon Advisors, Inc.
BNY Mellon Advisors, Inc. Investment ManagersFinance BNY Mellon Advisors, Inc. (BNYMA) is a SEC-registered investment advisor headquartered in Pennington, New Jersey. The firm was founded in 1995 and formerly known as Lockwood Advisors, Inc. They were acquired by The Bank of New York Co., Inc. in 2002 and is now a direct, wholly-owned subsidiary of MBC Investments Corp., which in turn is a wholly-owned subsidiary of The Bank of New York Mellon Corp. (NYSE: BK). BNYMA offers portfolio management services in various wrap fee programs. The firm serves as the sole wrap fee sponsor for their Managed360 Program. | Finance |
Wealthcare Capital Management LLC
 Wealthcare Capital Management LLC Investment ManagersFinance Wealthcare Capital Management LLC (WCM) is a SEC-registered investment advisor and holding firm headquartered in Richmond, Virginia. The firm was founded by Dave Loeper and Bob Wilson in 1999 as Financeware, Inc. WCM provides investment advisory, portfolio management and related services to individuals, high-net-worth individuals, trusts, estates, retirement plans, business entities, which includes other investment advisors, charitable institutions, endowments and foundations. | Finance |
| Smith Barney & Co., Inc. | Finance |
Money Management Institute
Money Management Institute Investment ManagersFinance Money Management Institute provides advice and professionally-managed investment solutions to individual and institutional investors. It provides advisory solutions through advocacy, educational initiatives, regulatory affairs, publications, data reporting and professional networking. The company was founded in 1997 and is headquartered in New York, NY. | Finance |
Wheelhouse Analytics LLC
Wheelhouse Analytics LLC Packaged SoftwareTechnology Services Wheelhouse Analytics LLC provides data analytics, mobile sales solutions, and online education tools to financial advisors, asset managers and enterprises. Its solutions include distribution analysis, Wheelhouse ED, Admiral, and Builder. The company was founded by Todd A. Buck and Frank J. Coates in 2010 and is headquartered in West Chester, PA. | Technology Services |
E.F. Hutton & Co., Inc.
E.F. Hutton & Co., Inc. Financial ConglomeratesFinance Part of Barclays PLC, E.F. Hutton & Co., Inc. is a company that provides investment and financial services. The company is based in Providence, RI. | Finance |
Wealthcare Advisory Partners LLC
Wealthcare Advisory Partners LLC Investment ManagersFinance Wealthcare Advisory Partners LLC (WCAP) is a SEC-registered investment advisor and wealth management firm headquartered in West Chester, Pennsylvania. The firm was founded in 2014 and is a wholly-owned subsidiary of Wealthcare Parent Holdings LLC, which is ultimately owned by Wealthcare Capital Management LLC. WCAP offers investment advisory services to individuals, high net-worth individuals, trusts, estates, retirement plans, charitable organizations and other businesses. | Finance |
Financeware Holdings LLC
Financeware Holdings LLC Investment ManagersFinance Financeware Holdings LLC provides financial services. The company is headquartered in Radnor, PA. | Finance |
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