Investment Managers

Investment Managers + We welcome you to reach out to us by clicking the email link in the Contact Us section.
	Treven L. Ayers CFS, CFP^®, Portfolio Manager Treven L. Ayers joined the firm in 1999 as an Investment Analyst and is currently one of our Portfolio Managers. Prior to Rinehart Wealth Management, Treven managed both individual and institutional portfolios for Professional Financial Services, Inc. in Reston, VA. He brings over 18 years of portfolio management experience to the table for the firm and his clients. Treven received his Bachelor of Arts and Master of Arts degrees in Economics from the University of South Carolina ('91 and '93). He holds the Certified Fund Specialist (CFS) designation, is a Certified Financial Planner™ Certificant, and is an active member in the Charlotte Economics Club. Treven is a volunteer soccer coach for Charlotte Soccer Academy, coaches Odyssey of the Mind school teams and also volunteers with various charitable organizations around the area such as Men 4 Change, Matthews Help Center, National Kidney Foundation, 2nd Harvest Food Bank and Ronald McDonald House. Treven's wife Julie, is a partner at LB&A, CPA in Matthews, NC and son Ryan, age 11 is an avid soccer, lacrosse and football player. They live in the Ballantyne/Blakeney area of Charlotte.
	Daniele M. Donahoe CFA, Chief Investment Officer Daniele Donahoe came to our firm in May 2010 from Columbia Management Group, previously owned by Bank of America, where as a Senior Portfolio Manager she co-managed the Columbia Small Cap Growth II fund. Prior to Columbia Management, Daniele served as an Associate Analyst on an Institutional Investor Magazine Ranked Equity Research Team following the Enterprise Software Industry at Salomon Smith Barney (Citigroup) in New York. She has also served as an associate at Thomas Weisel Partners in San Francisco, CA and J.C. Bradford in Nashville, TN. Throughout her career, Daniele has focused on equity research across a broad range of industries ranging from multi-billion dollar corporations to small and micro capitalization equities, and she has co-authored industry publications such as B2B eCommerce: A Vertical and Horizontal Perspective and E2E Commerce: How the Internet Redefines Enterprise Software. Daniele is a CFA charterholder and a graduate of the Kenan-Flagler Business School at the University of North Carolina at Chapel Hill. She recently passed Level I of the CAIA.
	Mary C. Rinehart CFP^®, Chief Executive Officer 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). She is a Registered Advisor of the National Association of Personal Financial Advisors (NAPFA). Mary serves on the Board of the Madeira School in McLean, Virginia and as Chair of the Development Committee of the Dilworth Center for Chemical Dependency. 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 Mission in Linville, North Carolina. 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.
	Elliott Van Ness Senior Research Associate Elliott joined the firm as a Research Associate in March 2010 and is now a Senior Research Associate at the firm. In this role, he works directly with and provides ongoing support to the entire Investment Team. Elliott is a 2009 graduate of Davidson College where he earned a Bachelor of Arts in French and a minor in Economics. While at Davidson, Elliott served as Secretary of his fraternity, Sigma Alpha Epsilon, and was a French tutor his senior year. He also studied abroad in Paris and Tours, France and is fluent in French. Elliott passed the June 2011 Level I CFA exam and is currently a Level II CFA Candidate.