Family Office Breakfast Series I Virtual Fireside Chat with Charles Reinhard, Citi

Charlie Reinhard is the Head – NAM Investment Strategy at the Private Bank.

He is a member of the Office of the Global Chief Investment Strategist and is responsible for identifying investment opportunities and risks in North America across asset classes, as well as representing the Global Investment Committee’s views within the region. He is based in New York.

Before joining the Private Bank in 2017, Charlie was the Chief Portfolio Strategist for New York Life’s MainStay Investments where he led the firm’s investment thought leadership efforts. Previously, Charlie was the Deputy Chief Investment Officer for Morgan Stanley Wealth Management, focusing on investment opportunities and implementation strategies.

Charlie previously headed portfolio strategy and was the Associate Director of Research at Neuberger Berman after being the Senior US Equity Strategist at Lehman Brothers.

Charlie has appeared on CNBC, other news broadcasts and in print media. He earned an MBA from New York University’s Stern School of Business and a BS from Carnegie Mellon University.

Ms. Hill Ritchie has worked internally for five single family offices and she has been an advisor and consultant to several prominent family offices and companies through her consulting firm, Private Capital Investments. Her previous work history includes advising Simon Group Holdings, Eden Capital, and PEX Global, an investment platform for family offices. She conducted investment research with Palladio Alternative Research SA in Switzerland and was a Senior Analyst and a member of the Investment Committee for the family office Saad Financial Services in Geneva, where she conducted due diligence and manager selection for their $3.5 billion investment portfolio.

Before working in Geneva, Ms. Hill Ritchie was in New York City, where she worked as a Director for Wedge Alternatives, a family office backed fund marketing firm and also Hedgefund.net. Katherine received her MBA from the Fordham Graduate School of Business and her BS in Psychology from the University of Maryland.

Her Board member activities include being Chair of the NYC ACG Family Office Committee, Global Co-Chair of Advisory Board of the Guild, the Family Office Advisory Board of TriState Capital Private Bank, the Philanthropy and Education Committees of 100 Women in Finance, Fordham Graduate School of Business Overseers Board, ASK (All Special Kids), Lighthouse Organization and Cancer101 and she has been a mentor to three MBA students.