Adam Reinert, CFA, CFP®

Chief Investment Officer & Chief Operating Officer


  • BS, Millersville Unversity, Millersville, PA

In Financial Services since:

With Marshall since: 2008

Past and present affiliations:

  • Member – Financial Planning Association
  • Member – CFA Institute

Get to know:

“People work so hard for their money that it often comes as a surprise that the money can also work for them,” says Adam, who spent time at Morgan Stanley and Emerald Asset Management before joining Marshall.

Adam was always interested in investing, opening his own first account at the age of 18. “I quickly realized that it’s the management of risks, not the management of returns, that is essential to profiting from the investment process,” he says. Marshall Financial Group clients have benefited greatly from his logical, long-term investment approach.