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Matt Reiner
Chief Executive Officer at YourWela LLC
Matt Reiner active positions
Companies | Position | Start | End |
---|---|---|---|
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. | Portfolio Manager-Equities | 2008-12-31 | - |
Investment Committee Member | 2008-12-31 | - | |
Chief Investment Officer | 2008-12-31 | 2016-12-31 | |
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. | Chief Executive Officer | 2007-12-31 | - |
Founder | 2007-12-31 | - | |
Portfolio Manager-Equities | 2007-12-31 | - | |
President | 2007-12-31 | - | |
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. | Chief Executive Officer | - | - |
Founder | - | - |
Career history of Matt Reiner
Former positions of Matt Reiner
Companies | Position | Start | End |
---|---|---|---|
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 | - | - |
Training of Matt Reiner
W.P. Carey School of Business | Undergraduate Degree |
Statistics
International
United States | 7 |
Operational
Portfolio Manager-Equities | 2 |
Corporate Officer/Principal | 2 |
Chief Executive Officer | 2 |
Sectoral
Finance | 5 |
Consumer Services | 2 |
Technology Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 5 |
---|---|
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 |
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 |
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 |
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