Investment Managers

Investment Managers + We welcome you to reach out to us by clicking the email link in the Contact Us section.

	Daniele M. Donahoe, CFA Chief Executive Officer and 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. Daniele is Charlotte's Regional Director for the NC CFA Society, is a member of the Women’s Impact Fund and the Women Executives (WE). She served as a tutor in the Study Buddies program at Dilworth Elementary. Daniele was recently awarded the Charlotte Business Journal's Women in Business Award for 2012, and the Charlotte Business Journal's 40 Under 40 Award for 2013. In 2014, she was honored with the Mecklenburg Times 50 Most Influential Women award. Daniele is frequently quoted in the Wall Street Journal, Bloomberg and other investment related publications.
	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.
	Elliott Van Ness, CFA Director of Research and Portfolio Manager Elliott joined the firm in March 2010 and now serves as Director of Research and Portfolio Manager. In his role as the firm’s Director of Research, Elliott orchestrates the firm’s in-house proprietary investment research and analysis. In addition to analyzing global economic trends, Elliott performs in-depth equity market research, fundamental equity analysis, and third-party manager reviews utilizing robust financial market analytics software. He helped to implement and design the research and portfolio manager due diligence templates that serve as the basis and framework for Rinehart’s proprietary research process. Elliott leads and monitors the strategic implementation of investment technologies that improve the efficiency and efficacy of the firm, such as the recent firm-wide implementation of an enhanced wealth management software suite. He oversees and directs investment activities, working closely with the Chief Compliance Officer to monitor trade execution and compliance requirements across the entire firm. In his role as a Portfolio Manager, Elliott works with the Financial Advisory Team on guiding client investment strategies and conducting systematic portfolio reviews and performance evaluations. Prior to his current role Elliott was a Senior Research Associate after joining our firm as a Research Associate. Elliott is a 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 is a member of Young ACG in Charlotte, a membership class of the Association for Corporate Growth (ACG®). Elliott successfully completed the CFA Program in 2014 and is a CFA charterholder. He is a regular member of both the CFA Institute and the CFA Society North Carolina.
	Neal Deaton, MBA Investment and Operations Manager Neal Deaton joined Rinehart Wealth Management in April 2014 as Investment and Operations Manager. In this role he executes all of the firm’s trading and works with the team on researching and analyzing individual stocks and providing investment commentary. He holds the Series 65 license and is an Investment Advisor Representative. Neal also organizes the firm’s operations, technology, and business development projects. Neal earned a Bachelor of Arts degree in Economics from the University of North Carolina at Chapel Hill and a Master of Business Administration degree with a concentration in Finance from the Mason School of Business at The College of William and Mary. Neal is currently enrolled in the Financial Planner Program at Queens University in Charlotte in preparation to obtain the CERTIFIED FINANCIAL PLANNER™ designation. Prior to Rinehart, Neal worked for Parsec Financial Management as a Portfolio Manager where he managed and invested the assets of high-net-worth clients. Before entering the wealth management world, he was an equity research analyst for several different boutique investment firms as well as a regional bank. Neal and his son Parker live in Charlotte, NC where they are active members of Myers Park Presbyterian Church (MPPC). Neal's wife Carey lost her courageous battle with Cystic Fibrosis in October 2014. Neal is a member of the Charlotte Economics Club and is actively involved with the Cystic Fibrosis Foundation (CFF). In recent years he has served on the Foundation’s Board of Trustees for the Carolinas Chapter. Neal is an Eagle Scout.
	Brittany Danahey, CFA Portfolio Manager Brittany Danahey joined Rinehart Wealth Management 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 a regular member of the CFA Institute and CFA Society of North Carolina. She is also a Series 65 license holder. 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. Brittany is a member of the Charlotte Association for Corporate Growth (ACG) and volunteers with the Susan G. Komen Race for the Cure.