Chuck Reinemann CIMA,® CRPC®
Chuck Reinemann, CIMA,® CRPC®
Managing Director & Executive Vice President
Chuck Reinemann serves as a Managing Director and Executive Vice President of Oxford Harriman & Company, as well as serving as a member of the practice’s investment policy committee.
Chuck understands the complexity of wealth management and the importance of money related to one’s self and family. His wealth management philosophy is centered around helping clients balance the responsibility of their wealth while affording more time for family, friends, and life’s pleasures. Chuck possesses a deep passion for the success and well-being of his valued clients.
Chuck brings more than 30 years of experience and knowledge to his clients and Oxford Harriman. Before joining Oxford Harriman, Chuck served as the president and founder of Reinemann Financial, founded in 2012. Chuck also has served as a Senior Vice President and Portfolio Manager at Merrill Lynch and an Operating Principal at Morgan Stanley. Chuck began his career at Prudential Securities in 1989.
After earning a bachelor’s degree from The College of St. Rose in Finance/Business and Music, Chuck received the designation of Certified Investment Management Analyst (CIMA®) through the Wharton School of Business at The University of Pennsylvania.
In addition, Chuck holds the certification of Chartered Retirement Planning Counselor through the College for Financial Planning. He also serves as an active member of the Investment Management Consultants Association headquartered in Denver, CO, and an arbitrator for FINRA.
A native of Upstate New York, Chuck resides in Clifton Park with his wife Diane and his three children, Anthony, Joseph, and Isabella. Chuck enjoys skiing, water activities, cycling. He is also an accomplished musician, trained in classical and jazz guitar.