Matt Reiner, CFA, CFP®

CEO and Co-Founder at Wela

Matt Reiner, CFA, CFP® has over 10 years of experience in the financial industry. In 2013, they co-founded Benjamin, a digital financial advisory service focused on changing the way the mass affluent and young families receive financial advice. From 2009 to 2013, they were the Portfolio Manager at Wela Strategies, LLC, where they were in charge of managing all of their ETF models, analyzing data, and conducting necessary research for clients. From 2009 to present, they have been the Managing Partner and Senior Investment Advisor at Capital Investment Advisors, where they provide individuals an investment plan to help them attain their goals before and in retirement, and is in charge of the Investment Committee.

Matt Reiner holds a degree in Finance from the W. P. Carey School of Business at Arizona State University, which they earned between 2005 and 2009.

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Timeline

  • CEO and Co-Founder

    January, 2013 - present