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
The value of family engagement and governance in wealth planning
May 18, 2026Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read Now
J.P. Morgan Summer Reading List 2026
May 18, 2026Step back, recharge and find inspiration. Discover fresh ideas and renewed energy with J.P. Morgan’s Summer Reading List 2026.Read Now
Helping your parents retire: How to get started
May 18, 2026Ensuring your parent’s successful retirement starts with a successful conversation.Read Now
Family wealth services: Building in a more holistic approach to wealth management
May 18, 2026With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read Now
How parents can create financially independent adults
May 18, 2026Education, communication and planning are key for successfully raising financially independent adults.Read Now
The U.S.-China relationship: A new equilibrium
May 15, 2026Diminished uncertainty could curb shocks and sharpen China and emerging-market opportunities.Read Now
Kevin Warsh is the new chair of the Federal Reserve: Here’s what that could mean for markets and investors in 2026
May 14, 2026Kevin Warsh is the new chair of the Federal Reserve. Read on to learn about his background, what could change at the Fed and what investors might want to watch.Read Now
How to successfully gift to heirs
May 12, 2026Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read Now
Oil shocks, inflation and the AI buildout: Investing’s biggest risks and opportunities midway through 2026
May 11, 2026J.P. Morgan Wealth Management’s Mid-Year 2026 Outlook highlights the pressure points and bright spots for investors in a world that’s moving fast.Read NowThe value of family engagement and governance in wealth planning
May 18, 2026Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read NowJ.P. Morgan Summer Reading List 2026
May 18, 2026Step back, recharge and find inspiration. Discover fresh ideas and renewed energy with J.P. Morgan’s Summer Reading List 2026.Read NowHelping your parents retire: How to get started
May 18, 2026Ensuring your parent’s successful retirement starts with a successful conversation.Read NowFamily wealth services: Building in a more holistic approach to wealth management
May 18, 2026With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read NowHow parents can create financially independent adults
May 18, 2026Education, communication and planning are key for successfully raising financially independent adults.Read NowThe U.S.-China relationship: A new equilibrium
May 15, 2026Diminished uncertainty could curb shocks and sharpen China and emerging-market opportunities.Read NowKevin Warsh is the new chair of the Federal Reserve: Here’s what that could mean for markets and investors in 2026
May 14, 2026Kevin Warsh is the new chair of the Federal Reserve. Read on to learn about his background, what could change at the Fed and what investors might want to watch.Read NowHow to successfully gift to heirs
May 12, 2026Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read NowOil shocks, inflation and the AI buildout: Investing’s biggest risks and opportunities midway through 2026
May 11, 2026J.P. Morgan Wealth Management’s Mid-Year 2026 Outlook highlights the pressure points and bright spots for investors in a world that’s moving fast.Read Now