COVID-19 – Helping Us All to Stay Safe
We continue to monitor developments regarding coronavirus, not only as they relate to investor portfolios,
Education
In Financial Services since: 2008
With Marshall since: 2008
Past and present affiliations:
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.
We continue to monitor developments regarding coronavirus, not only as they relate to investor portfolios,
Friday March 6th, 2020 It was another week full of headlines- the Federal Reserve lowered
Financial news is buzzing this morning as a result of the 10-year Treasury yield briefly
The U.S. – China trade dispute has developed into something akin to a bad cold-
What a stark contrast 2018 has been compared to the impervious market investors enjoyed last
Last year markets experienced mostly sunny skies, calm seas and had plenty of wind in
Adam Reinert CFA, CFP®
Chief Investment Officer & COO
Allison Masoero CFP®
Wealth Advisor
Daniel Cairns CFP®, CPA, CMA
Chief Financial Officer & Chief Compliance Officer
Senior Wealth Advisor & CIO Emeritus
Jim McGowan CFP®
Senior Wealth Advisor
Nicholas Pileggi CFP®
Wealth Advisor
Paula Nangle CFP®
President & Senior Wealth Advisor
Russ Weiss CFP®
Chief Planning Officer & Senior Wealth Advisor
Christine English FPQP™
Chief Administrative Officer & Client Care Specialist
Dee Erenius FPQP™
Operations Specialist & Compliance Associate
Devon Radkins FPQP™
Marketing Coordinator & Client Care Specialist
Dina Mele FPQP™
Client Care Specialist
Julie Picariello FPQP™
Client Care Specialist & Company Ambassador
Adam Reinert CFA, CFP®
Chief Investment Officer & COO