No Photo Available

Last Update

2016-06-18T00:00:00.000Z

This profile was last updated on .

Is this you? Claim your profile.

Wrong Mary Rinehart?

Mary C. Rinehart

President of the Local Chapter

Institute of Certified Financial Planners

HQ Phone: (303) 759-4900

Get ZoomInfo Grow

+ Get 10 Free Contacts a Month

Please agree to the terms and conditions

I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Grow at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

Institute of Certified Financial Planners

3801 E. Florida Avenue Suite 708

Denver, Colorado 80210

United States

Find other employees at this company (3)

Background Information

Affiliations

Board Member
The Madeira School

Development Committee
Dilworth Center for Chemical Dependency , Inc.

Sustaining Member
National Association of Personal Financial Advisors

Member
Women's Impact Fund of Foundation for the Carolinas

Chair of the Bishop's Committee
All Saints Episcopal Church

Chair of the Investment Committee
Foundation of Christ Episcopal Church

Board Member
The Rotary Club of Charlotte

Registered Investment Advisor
Federal Securities and Exchange Commission

Chief Executive Officer
Rinehart & Associates

Education

degree

Sweetbriar College

undergraduate degree

European History

Sweet Briar College

Web References (42 Total References)


Investment Managers

www.rinehartwealthmanagement.com [cached]

Mary C. Rinehart

...
Mary C. Rinehart, CFP® Chairman and Portfolio Manager
A native of Charlotte, Mary started the firm as First Personal Financial Services Inc. in 1985 and later changed the name to Rinehart & Associates, now Rinehart Wealth Management. She received her undergraduate degree in European History from Sweet Briar College in 1961 and took additional business courses at Queens University in the 1970s. She has been a Certified Financial Planner™ Certificant since 1988. She has served as President of the local chapter of the Institute of Certified Financial Planners (ICEP) and is a Sustaining Member of the National Association of Personal Financial Advisors (NAPFA).
Mary recently served on the Board of the Madeira School in McLean, Virginia and is presently Chair of the Development Committee of the Dilworth Center. She is a member of the Women's Impact Fund, a special program of Foundation for the Carolinas, and is Chair of the Bishop's Committee of All Saints Episcopal Church in Linville, North Carolina. She is also Chair of the Investment Committee of the Foundation of Christ Episcopal Church in Charlotte. Mary is also a past President of the Boards of Wing Haven and the Randolph Center for Chemical Dependency, as well as a past Treasurer of the Junior League of Charlotte.
...
Brittany brings seven years of investment management experience to Rinehart.
...
Prior to joining Rinehart, Brittany was a Family Investment Officer with GenSpring Family Offices, a multi-family office owned by SunTrust Bank in Charlotte, NC, serving as the first point of contact for ultra-high net worth families and advising on complex investment portfolios.


Investments

www.rinehartassociates.com [cached]

Mary C. Rinehart, CEO & Chief Investment Officer

Mary started the firm as First Personal Financial Services Inc. in 1985 and later changed the name to Rinehart & Associates. She received her undergraduate degree in European History from Sweet Briar College in 1961 and took additional business courses at Queens University in the 70's. She has been a Certified Financial Planner™ Certificant since 1988. She has served as President of the local chapter of the Institute of Certified Financial Planners (ICEP). She is a Registered Advisor of the National Association of Personal Financial Advisors (NAPFA) and is a Registered Investment Advisor with the Federal Securities and Exchange Commission.


Financial Advisor Magazine

www.financialadvisormagazine.com [cached]

Mary C. Rinehart, a certified financial planner, founder and president of Rinehart & Associates in Charlotte, N.C., describes herself as a "tree hugger from way back."Now, she heads a financial planning and asset management firm that puts that same "tree hugging" philosophy into practice for her clients through socially conscious investing, which she calls, "Investing with your values."

Although her description of herself might be a bit cliched, it fits a growing number of financial planners who have turned their personal beliefs into a business philosophy for their clients, as they navigate the rewards and risks of investing with a goal of advancing social causes as well as making money.
The phenomenon of investing for a purpose, as well as for profits, has grown from a fledgling industry dismissed by serious financial planners to become a significant share of the investing community that planners and corporations can no longer ignore.A growing number of financial planners are dealing predominantly with socially conscious investing, while some are developing an expertise in it because of personal beliefs.Others are just beginning to get their feet wet through clients who inquire about putting their money to work for their values.
"I started thinking about socially responsible investing a long time ago," says Rinehart, "when I had to take care of my family's financial affairs.That is how I eventually ended up here," as a CFP who advertises services for socially conscience clients and whose SRI clientele is growing.Along the way, Rinehart has served as president of the local chapter of the Institute of Certified Financial Planners and received a Business Achievement Award from The Business Journal of Charlotte.
"Before I was a financial planner, I helped establish a tree commission and helped divert a road to save trees, so I have always worked for the environment.Now, as a planner, I feel if someone has a passion for values, I have to help them put their money where their mouths are.But this is a new way of thinking about investing money, and it is not a decision to be made quickly.I have to get to know someone first and determine what they want," says Rinehart.
Those who dismiss socially conscious financial planners as being a fringe element of the financial community, or those who think an investor has to sacrifice returns in order to promote his or her values, are wrong, Rinehart and other SRI planners say.


LEADERSHIP – Rinehart Wealth and Investment Advisory

rinehartwia.com [cached]

Mary C. Rinehart, CFP

...
Mary C. Rinehart, CFP Chairwoman


The Madeira School: Admissions » Madeira Girls Have Something to Say » Alumnae Perspectives

www.madeira.org [cached]

Mary Cosby Rinehart, Class of 1957

...
Mary Cosby Rinehart, Class of 1957
...
Mary Cosby Rinehart, Class of 1957

Similar Profiles

Other People with this Name

Other people with the name Rinehart

Rhonda Rinehart
LAYNE CHRISTENSEN CO

Geoffrey Rinehart
Lee County Natural Resources

Elizabeth Rinehart
Sealeze

Lorissa Rinehart
Time Equities Inc

Heidi Rinehart
Virginia Beach City Public Schools

City Directory Icon

Browse ZoomInfo's Business Contact Directory by City

People Directory Icon

Browse ZoomInfo's
Business People Directory

Company Directory Icon

Browse ZoomInfo's
Advanced Company Directory