Brittany Priester joined Rinehart Wealth & Investment Advisory as a Portfolio Manager in April 2015. In her role as a Portfolio Manager, she is responsible for the implementation and management of client investment portfolios. Her responsibilities include investment policy formation, asset allocation development, manager due diligence, portfolio performance monitoring and client relationship management. Additionally, Brittany is leading Rinehart’s “Next Generation Education” initiative, focusing on building a base of knowledge around investments, trusts and estates, premarital financial planning, retirement planning and insurance for clients in their 20s. 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. Before joining GenSpring, Brittany worked as an international investment analyst at Cambridge Associates, LLC, an investment consulting firm in Washington, DC. While at Cambridge, Brittany led weekly calls with high-priority international institutional clients to answer investment-related questions and discuss portfolio strategy changes.
Brittany is a Chartered Financial Analyst (CFA) Charterholder and also a Series 65 license holder. She is a Board Member and the Charlotte Regional Director of the CFA Society of North Carolina. Brittany graduated from the Kenan-Flagler Business School at UNC-Chapel Hill with a Bachelor of Science in Business Administration (Concentration in Finance) and a minor in Spanish. She is also a member of the Charlotte Association for Corporate Growth (ACG) and volunteers with the Susan G. Komen Race for the Cure.