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
Insight 7: Develop a capable and committed rising generation
August 5, 2025Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
July Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read Now
Differentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead Now
July 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read Now
Insight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Defying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read Now
Capitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read Now
How to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read Now
How much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read NowInsight 7: Develop a capable and committed rising generation
August 5, 2025Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read NowJuly Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read NowDifferentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead NowJuly 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read NowInsight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowDefying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read NowCapitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowHow to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read NowHow much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read Now