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McShane Partners is a division of Waverly Advisors, LLC and offers unique concierge wealth management and investment advisory services to high-net-worth individuals and families.

McShane Partners has 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 a division of Waverly Advisors, LLC and offers unique concierge wealth management and investment advisory services to high-net-worth individuals and families.

Ted Garner, IV joins Advisory Board

Ted Garner, IV Joins Rinehart Wealth & Investment Advisory’s Advisory Board

Charlotte, N.C. — (April 27, 2016) Rinehart Wealth & Investment Advisory (RWIA), a leading independent, fee-only, wealth and investment advisory firm, today announced that Ted  Garner, IV has joined the firm’s Advisory Board.

Ted is a veteran investment banker with nearly 25 years of experience advising clients on a wide range of transactions. He has executed more than 70 engagements on behalf of top private equity groups and corporate clients and has significant industry experience across numerous sectors, including transportation and logistics, healthcare, aerospace and defense, automotive distribution, business services, diversified manufacturing, plastics fabrication, retail and distribution.

“We are thrilled to have an investment professional of Ted’s caliber join our Advisory Board,” said  Chief Investment Officer and CEO Daniele Donahoe. “As a firm we are deeply committed to incorporating thought leadership and diverse perspective into our processes. Ted brings a superb record of accomplishment and career excellence along with strong values and substantial industry experience. He will guide us in our growth and provide a vast understanding of the needs of business owners.”

Garner joined Piper Jaffray, his current firm,  in 2013 through its acquisition of Edgeview Partners, where he had joined as a founding partner. He previously worked in investment banking at Merrill Lynch and Bowles Hollowell Conner & Co., where he was named a partner in 1998.  Following Bowles Hollowell’s acquisition by First Union Corp., Garner led the automotive and transportation group and was the lead banker responsible for private equity coverage.

Garner attended Davidson College, where he earned a bachelor’s degree magna cum laude in economics and was a member of Phi Beta Kappa. Garner earned a Master of Business Administration degree from the Darden Graduate School of Business Administration at the University of Virginia.

Ted joins a distinguished group of  past and present Advisory Board members and civic leaders whose generosity has enriched the Charlotte community in which they live and work including Charles Conner, Anne Leggett, Ken Thompson and Mary Rinehart.


About Rinehart Wealth & Investment Advisory

Rinehart Wealth & Investment Advisory is an experienced independent wealth and investment advisory firm providing expert wealth management solutions in a unique boutique format. Since 1985, Rinehart’s clients have come to know and depend on the firm’s trusted financial advice, proprietary investment strategies, comprehensive solutions and team approach. Rinehart’s expert team of wealth advisors utilizes holistic, innovative strategies and tools tailored to each client’s needs. For more information, visit rinehartwealthmanagement.com.


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