
Bitcoin and Cryptocurrency
It’s an unseasonably warm sunny day in mid-November and the frenzy in the air is
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In Financial Services since: 2008
With Marshall since: 2008
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“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.
It’s an unseasonably warm sunny day in mid-November and the frenzy in the air is
Jerome Powell was officially nominated as Chairman of the Federal Reserve, bringing clarity to at
Mid-October in the Northeast is often accompanied by colorful panoramic displays of fall foliage, crisp
Adam Reinert CFA, CFP®
Chief Investment Officer & COO
Allison Masoero CFP®
Wealth Advisor
Daniel Cairns CFP®, CPA, CMA
Chief Financial Officer & Chief Compliance Officer
David Emery, CPF®, CDFA®
Senior Wealth Advisor
Donald Scholz CFP®, MBA
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