Harold ReinsteinHarold Reinstein, CFP,® CRPC ®Managing DirectorWealth Partner
Awards and Industry Recognition
Forbes
About Harold
Harold (Hal) Reinstein is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
As Managing Director of The Reinstein Nelson Team, Hal is a guiding force for the sophisticated wealth management and financial planning services we provide clients. Supporting high-net-worth individuals and families as they navigate complex financial landscapes is the hallmark of his work. Through his keen advisory, our clients gain tailored guidance and planning strategies that can help preserve their wealth and protect their financial lives. Hal oversees the meticulous handling of our discretionary portfolios and provides clear, deliberate guidance as our primary portfolio manager. He enjoys leading families through their multi generational wealth journey and is committed to proactively supporting our clients' goals toward a prosperous future.
Our clients have diverse needs and ambitions within their wealth landscape, and Hal brings a passion for following the market while optimizing wealth strategies for each person we support. He is proud of our team's cohesive planning and prioritizes personal communication while guiding clients' day-to-day needs. To this goal, Hal is a steadfast ally addressing our clients' legacy and trust planning goals, among other essential priorities along their wealth journey.
Hal and his team joined J.P. Morgan Wealth Management in 2023 after he served as Managing Director and Wealth Manager at both First Republic and Merrill Lynch. He began his wealth management career at Prudential Securities in 1994. Throughout his three-decades-long career, Hal has refined his high-touch, caring client service while earning a multitude of industry designations and accolades. He is a CERTIFIED FINANCIAL PLANNER® professional and also holds the Chartered Retirement Planning CounselorSM professional designation.
Hal earned his B.S. in Finance and B.A. in English literature from the State University of New York at Buffalo. Dedicated to community building, he continues to engage with many foundations, endowments and ERISA plans.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Chartered Retirement Planning CounselorSM or CRPC® are registered trademarks owned by the College for Financial Planning and may not be used without the express written consent of the College.
Insights
Expansion mode: 3 signs of resilience in the US economy
January 9, 2026Despite the risks, we’re seeing favorable conditions for the U.S. economy. Here’s why we’re leaning pro-growth in 2026.Read Now
What to do with your year-end bonus in a changing interest rate environment
January 6, 2026Even as interest rates change, you can put your year-end bonus to work with a mix of liquidity options that may help you preserve capital and potentially earn income in the short term.Read Now
Four beneficiaries of wealth
January 5, 2026Listing the beneficiaries of your wealth is an important first step in your estate plan. Generally, there are four classes of beneficiaries to consider: you and your spouse, friends and family charity, and the government.Read Now
How to include your grandchild in your financial plan
January 5, 2026Providing financial support to your grandchildren can certainly be a rewarding experience. Before writing a check, you may want to explore all of your options to ensure that your gifts are aligned with your and your family’s goals.Read Now
When does it make sense for a trust to own your life insurance policy?
December 24, 2025Holding insurance in an Irrevocable Life Insurance Trust could reduce estate taxes for your family. Learn if it is the right move for you.Read Now
Selecting the right assets to give to charity
December 23, 2025If you plan on charitable giving, choosing the right assets to gift may help you maximize the value of your donations.Read Now
Providing for your loved ones during your lifetime
December 22, 2025Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read Now
How to manage financial goals during retirement
December 22, 2025Planning for retirement is one thing – but managing your money and goals during retirement is another. Learn about beneficial ways to prioritize your finances to help make the most of your golden years.Read Now
Year-end recap: 5 forces beyond AI that moved markets
December 19, 2025From policy uncertainty and rate cuts to government debt and more, here’s what drove markets in 2025.Read NowExpansion mode: 3 signs of resilience in the US economy
January 9, 2026Despite the risks, we’re seeing favorable conditions for the U.S. economy. Here’s why we’re leaning pro-growth in 2026.Read NowWhat to do with your year-end bonus in a changing interest rate environment
January 6, 2026Even as interest rates change, you can put your year-end bonus to work with a mix of liquidity options that may help you preserve capital and potentially earn income in the short term.Read NowFour beneficiaries of wealth
January 5, 2026Listing the beneficiaries of your wealth is an important first step in your estate plan. Generally, there are four classes of beneficiaries to consider: you and your spouse, friends and family charity, and the government.Read NowHow to include your grandchild in your financial plan
January 5, 2026Providing financial support to your grandchildren can certainly be a rewarding experience. Before writing a check, you may want to explore all of your options to ensure that your gifts are aligned with your and your family’s goals.Read NowWhen does it make sense for a trust to own your life insurance policy?
December 24, 2025Holding insurance in an Irrevocable Life Insurance Trust could reduce estate taxes for your family. Learn if it is the right move for you.Read NowSelecting the right assets to give to charity
December 23, 2025If you plan on charitable giving, choosing the right assets to gift may help you maximize the value of your donations.Read NowProviding for your loved ones during your lifetime
December 22, 2025Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read NowHow to manage financial goals during retirement
December 22, 2025Planning for retirement is one thing – but managing your money and goals during retirement is another. Learn about beneficial ways to prioritize your finances to help make the most of your golden years.Read NowYear-end recap: 5 forces beyond AI that moved markets
December 19, 2025From policy uncertainty and rate cuts to government debt and more, here’s what drove markets in 2025.Read Now