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Scott Reinhardt, CFA
Principal & Co-Founder of Passive Capital Management, LLC - Investment Advisory Services & Financial Planning
Scott Reinhardt is a Principal and Co-Founder of Passive Capital Management, LLC, where he plays a key role in providing investment advisory services and financial planning. He began his finance career as an investment banking analyst, focusing on corporate financings, which laid the foundation for his extensive experience in the financial sector.23
Professional Background
- Founding Partner: Scott co-founded Passive Capital Management, emphasizing a client-centered approach to investment strategies. The firm operates as a fee-only advisor, ensuring that their interests align with those of their clients by avoiding commissions or sales loads on investment products.14
- Experience: With over three decades of experience in finance, Scott has worked at reputable firms prior to establishing Passive Capital Management. His expertise encompasses various aspects of investment management and financial planning.12
Current Role
At Passive Capital Management, Scott is involved in:
- Developing tailored investment strategies based on clients' unique goals and values.
- Providing comprehensive financial services that include tax and estate planning coordination and financial education.15
Scott Reinhardt is based in Syracuse, NY, and continues to contribute significantly to the field of investment advisory through his leadership at Passive Capital Management.6