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Reegan Rae provides a big-picture perspective to the firm, understanding how to fit together the puzzle pieces of portfolio management, wealth planning, family office services, non-profit investment services, and generational planning to help Arnerich Massena clients build lasting legacies.

Co-CEO alongside Bryan Shipley, Reegan provides oversight of the firm’s long-term strategy and service model, working with the Leadership Team to ensure that Arnerich Massena is delivering the services that best meet clients’ needs. She is focused on building and sustaining the company’s long-term business strategy, providing thought leadership and overall guidance for the firm. She has worked with Arnerich Massena for more than eight years, and has been a firm principal since the company became 100% employee-owned in 2017.

Reegan’s experience in the financial industry spans more than 14 years, during which she previously served as a registered principal and member firm relationship manager for M Holding Securities (the broker-dealer of M Financial Group) and as financial advisor for AXA Advisors.

Reegan Rae earned her Bachelor of Science from the University of Oregon. She is a current FINRA Series 65 license holder and former FINRA Series 7, 66, and 24 license holder. She has also held insurance licenses in Oregon and Washington. Ms. Rae has earned her Certified Private Wealth Advisor ® (CPWA®) designation, an advanced credential created specifically for wealth advisors who work with high net worth individuals and families that provides training in the development of strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth to the next generation strategically.