Chris Toomey has spent the past 15 years working in the financial services industry, helping affluent families and individuals invest their assets. In 2008, he expanded on his advisory role by teaming up with Ron and Rachael and moving to Morgan Stan... (more)ley. Chris’ primary focus is on asset allocation, product implementation and due diligence. Matt Reiner is CEO of Wela. As a founding partner and Portfolio Manager, Matt also coordinates the Investment Committee and translates the decisions into trades and allocation adjustments within the Wela Models. Matt also serves as a Partner for Capital Investment Advisors.