As a Research Analyst, Reiley provides technical support for the Investment Team by preparing investment research reports, executing trades, maintaining the firm’s portfolio rebalancing software, and performing due diligence on existing holdings.
Reiley earned a Bachelor of Arts degree in Economics from The Johns Hopkins University. While at John Hopkins, Reiley had internships in estate planning, financial services and marketing.
Reiley has been with the firm for three years and is a Chartered Financial Analyst Level III Candidate.
What do you enjoy most about wealth management?
Being a part of the process that leads to clients worrying less about their finances and allowing them to focus on more meaningful aspects of their lives is rewarding to me.
What do you love most about being part of WMS?
I love that I truly work in a team environment. My colleagues raise my confidence in and dedication to my work.
What is your most memorable travel experience?
Elba, Italy for summer vacation.