Mitch Reiner, CFP®

Mitch Reiner, CFP® has been working in the financial services industry since 2004. In 2004, they were a Management Development Intern at UBS Financial Services. In 2005, they joined Capital Investment Advisors as a Managing Partner and Senior Investment Advisor and a Partner, COO and Senior Investment Advisor. Theirresponsibilities included acting as a wealth advisor to their individual clients and coordinating the day-to-day operations. In 2008, they founded Wela Strategies, LLC, where they drove firm strategic initiatives, led a team of investment professionals to determine appropriate asset allocations for model portfolios, and developed new business opportunities for investment in their portfolios. In 2014, they founded Wela, where they drove the long-term investment strategy and sat on the Investment Committee. In 2016, they founded Altera Investments, where they managed private investment assets for high net worth investors and provided deal flow, due diligence, administration, and reporting on private assets.

Mitch Reiner obtained a BBA in Finance from The University of Georgia between 2001 and 2005. During this time, they also obtained a Certificate in Personal and Organizational Leadership from the University of Georgia - Institute for Leadership Advancement in 2003 and 2005. Additionally, they obtained a BBA in Finance and Investments from the University of Georgia - Terry College of Business in 2001 and 2005. In addition to their education, Mitch Reiner is a Certified Financial Planner (CFP) from the CFP Board and a Certified Investment Management Analyst (CIMA) from Investments and.