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McShane Partners is a privately-owned registered investment advisor (“RIA”) dedicated to delivering comprehensive wealth management and investment advisory solutions to our clients and their families.

Since its founding in 1985, McShane Partners has had a singular focus: providing highly customized wealthy advisory, investment management, and financial planning services and solutions to our clients.

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McShane Partners is an exclusive wealth management and investment advisory, offering a unique concierge experience to high-net-worth individuals and families.

Maybry McShane Family Offices, LLC Creates Advisory Board

Rinehart Wealth & Investment Advisory Announces New Website Launch

Charlotte, N.C.—(August 31, 2016)

Maybry McShane Family Offices, LLC Creates Advisory Board

Three accomplished business and civic leaders will serve on the Maybry McShane Family Offices (Maybry McShane) inaugural Advisory Board (“Board”), President and Senior Family Wealth Advisor Leah Maybry announced today.

The Board Members include:

Dianne Chipps Bailey: Attorney at Robinson Bradshaw & Hinson and leader of the firm’s Nonprofit Organizations and Foundations Practices Group

Stephanie Lynch: Former CIO of the Duke Endowment and currently a partner at Global Endowment Management (GEM)

Bob Toth: Managing Director of CCMP Capital Advisors, LLC and former CEO of Polypore and CP Kelco

The Board Members provide Maybry McShane with experience-based insight into the complexities surrounding the investment and advisory needs of ultra-high-net-worth families. “Bob, Dianne, and Stephanie are widely recognized as industry leaders in their respective fields,” Ms. Maybry said. “Their accomplishments and generosity enrich the Charlotte community in which they live and work and are recognized nationally. I am grateful that they have agreed to serve on Maybry McShane’s Board.”

“The Board Members will bring a fresh and independent perspective to Maybry McShane Family Offices as we strive to develop a unique model for serving ultra-high-net-worth families,” said CIO Daniele Donahoe. “They will provide an unvarnished appraisal of what we do and how we can improve. Our clients will benefit from their wisdom and experience.” The first Advisory Board meeting was held August 19th and subsequent meetings will be held semi-annually. Biographies of the Advisory Board Members can be found at www.rinehartwia.com/maybry-mcshane.

https://mcshanepartners.com/wp-content/uploads/2016/09/Press-release-MM-Advisory-Board.pdf

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