Industry Accolades
- Best-In-State Wealth AdvisorsForbes, 2018 - 2022
The ranking of Forbes Best-In-State Wealth Advisors is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person interviews, and quantitative data.
- Wealth Management Experience Since 1994Harold L. Reinstein is a Managing Director and Wealth Manager with First Republic Investment Management. Prior to joining First Republic in 2022, Mr. Reinstein was a Managing Director at Merrill Lynch Wealth Management. He began his career in 1994 at Prudential Securities. Mr. Reinstein advises high net worth families and individuals, utilizing his years of experience to help his clients design and implement wealth management strategies to achieve their financial goals. Mr. Reinstein provides comprehensive financial planning to manage his client’s day-to-day needs and specializes in developing wealth management strategies. He also leads the teams efforts in structuring and implementing discretionary portfolios.
- Community InvolvementMr. Reinstein has been active in his local community for many years working with foundations, endowments and ERISA plans.
- Professional DesignationsMr. Reinstein holds the professional designations of CERTIFIED FINANCIAL PLANNERTM, Certified Plan Fiduciary Advisor (CPFA) and Chartered Retirement Planning Counselor® (CRPC).
- EducationMr. Reinstein received a Bachelor of Science in Finance and Bachelor of Arts in English literature from the State University of New York at Buffalo.
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