Mitch Reiner
Fondateur chez Altera Private Access /Venture Capital/
Profil
Mr. Mitchell B.
Reiner is a Secretary & Treasurer at Wela Strategies, Inc. and a Managing Partner & Senior Investment Advisor at Capital Investment Advisors LLC.
He has been a proud member of the CIA team and family since 2005.
He is responsible for the day-to-day operations, as well as driving the strategic initiatives of the firm forward.
Mitch also sits on the CIA Investment Committee.
Mr. Reiner was previously employed as a Principal by UBS Financial Services, Inc.
He graduated from the Terry College of Business at The University of Georgia with a BBA in Finance.
Postes actifs de Mitch Reiner
Sociétés | Poste | Début |
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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. | Membre du Comité d'Investissement | 01/01/2005 |
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. | Fondateur | 01/01/2008 |
Altera Private Access /Venture Capital/
Altera Private Access /Venture Capital/ Investment ManagersFinance Altera Private Access (Venture Capital) (Altera Private Access) is a venture capital a subsidiary of Altera Private Access LLC founded by Mitchell Buddy Reiner. The firm is headquartered in Atlanta, Georgia. | Fondateur | 01/11/2016 |
Anciens postes connus de Mitch Reiner
Sociétés | Poste | Fin |
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UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Corporate Officer/Principal | 31/12/2004 |
Formation de Mitch Reiner
University of Georgia | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
Entreprise privées | 4 |
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UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Finance |
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 |
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 |
Altera Private Access /Venture Capital/
Altera Private Access /Venture Capital/ Investment ManagersFinance Altera Private Access (Venture Capital) (Altera Private Access) is a venture capital a subsidiary of Altera Private Access LLC founded by Mitchell Buddy Reiner. The firm is headquartered in Atlanta, Georgia. | Finance |