Treven L. Ayers
Profile
Prior to joining Rinehart Wealth Management in 1999, Mr. Ayers managed both individual and institutional portfolios for Professional Financial Services, Inc. in Reston, VA.
Mr. Ayers received his Bachelor of Arts and Master of Arts degrees in Economics from the University of South Carolina.
He holds the Certified Fund Specialist (CFS) designation, is a Certified Financial Planner Certificant, and is an active member in the Charlotte Economics Club.
He is a volunteer soccer coach for Charlotte United Football Club and also volunteers with the National Kidney Foundation.
Former positions of Treven L. Ayers
| Companies | Position | End |
|---|---|---|
First Personal Financial Services, Inc.
 First Personal Financial Services, Inc. Investment ManagersFinance First Personal Financial Services, Inc. (do-business-as McShane Partners) is a wealth advisory boutique headquartered in Charlotte, North Carolina. The firm was founded by Mary Rinehart in 1985. McShane Partners provides customized wealthy advisory, investment management, and financial planning services and solutions to high-net-worth individuals and families. | Portfolio Manager-Equities | - |
Training of Treven L. Ayers
| University of South Carolina | Graduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 1 |
|---|---|
First Personal Financial Services, Inc.
First Personal Financial Services, Inc. Investment ManagersFinance First Personal Financial Services, Inc. (do-business-as McShane Partners) is a wealth advisory boutique headquartered in Charlotte, North Carolina. The firm was founded by Mary Rinehart in 1985. McShane Partners provides customized wealthy advisory, investment management, and financial planning services and solutions to high-net-worth individuals and families. | Finance |
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