Portfolio Manager & Director of Client Service
Before joining Reynders, McVeigh in 2012, Alex worked at New York Life Insurance, where she was licensed to sell Health & Accident Insurance and provided organizational support. Alex graduated from Bentley University with a BS in finance and a minor in global studies. She is currently studying for the Certified Financial Planner™ (CFP®) certification. Outside of the office, Alex enjoys traveling, spending time with family and friends, and being a dog mom to her miniature dachshund, Lillian.
Ryan Boudreau is a Portfolio Manager at Reynders, McVeigh. As a recent hire, Ryan is learning the Reynders, McVeigh investment protocol and will soon be working directly with clients. In that role, he will make and maintain personalized investment strategies for clients in order to help them achieve their financial goals. Ryan will assist his clients in understanding changing market conditions, and provide guidance in the areas of asset allocation, portfolio construction, retirement, and long-term planning.
Previously Ryan served as a Portfolio Manager at Bank of America Private Bank, advising high-net-worth individuals. Ryan received his B.S.B.A degree in finance from Elon University. In his free time, he enjoys staying active by running and skiing throughout New England.
SUSAN BREMER, CPA, IACCP®
Chief Compliance Officer & Chief Financial Officer
Sue has been CFO of Reynders, McVeigh since 2009 and assumed responsibility for compliance in 2015. She gained her experience in the financial industry with Reynders, Gray & Co., Incorporated, a member firm of the New York Stock Exchange, and Reynders, Gray, Price & Gottlieb, a Registered Investment Adviser under common ownership, serving as chief financial officer and chief compliance officer of both firms.
Upon graduation from college, Sue spent five years with Ernst & Young in Chicago. She holds a BS in accountancy from The University of Illinois at Urbana-Champaign. Sue possesses a lifelong belief in the importance of community involvement. She has served as a grant officer with the Northwest Connecticut Community Foundation, and presently volunteers as the vice president of the Colebrook Historical Society and the treasurer of the Colebrook Lions Club.
Assistant Portfolio Manager
M.E. has more than 35 years of experience in the financial services industry. Prior to joining Reynders, McVeigh, M.E. served as head trader for six years at Penobscot Investment Management Company. She had previously spent over 19 years at UBS Financial Services as a financial associate for Chairman’s Club Advisors. Her duties included customer service, operations, and portfolio monitoring and analysis. M.E. has a BBA degree, with a concentration in marketing, from St. Bonaventure University. She currently holds the Series 66 license under FINRA.
Senior Operations Manager
Mike joined Reynders, McVeigh in 2020 as a senior operations manager. He works to tailor the Firm’s technology to provide operational business solutions suited to the needs of each employee’s role.
Before joining Reynders, McVeigh, Mike held roles at Man Group and Wellington Management in an array of back and middle office functions. He has more than 10 years of experience in creating and implementing technology-forward processes to streamline operations and improve efficiency. Mike graduated from UMass Lowell with a BS in management information systems. Outside of the office, Mike spends most of his time teaching his young son how to throw and hit a baseball.
Marketing & Communications Coordinator
Prior to her time with Reynders, McVeigh, Kathryn worked for an online media company in Los Angeles providing a variety of administrative, marketing, and social media support functions. Kathryn graduated from Elon University with a BA in strategic communications and a minor in psychology.
MARIA EGAN, MBA
Vice President & Director of Shareholder Engagement
Maria is a member of the board of directors at the Transformative Culture Project and a mentor to the Social Innovation Forum’s social entrepreneur accelerator and nonprofit accelerators. She is on the Coastal Enterprise, Inc. advisory board and is a member of The Boston Foundation’s Professional Advisors Network. Maria holds a BA in management and an MBA from Clark University. She holds a certificate in community development finance from the Carsey School of Public Policy at the University of New Hampshire and participated in Rutgers Business School’s Corporate Social Responsibility Certificate Program. Maria is a registered Investment Adviser Representative with her FINRA Series 65 license. She lives with her husband Brian and daughter Penelope in Boston, where they are active urban dwellers.
CARRIE A. ENDRIES, Ph.D.
Senior Vice President & Director of Impact Investments
Dedicated to the nonprofit and impact communities, Carrie is the current board chair at Camp Starfish, a program for emotionally and behaviorally challenged kids, and a board member at the innovative Jewish Studio Project. She mentors nonprofits through the Social Innovation Forum and serves as a professional advisor to the Cambridge Community Foundation. She is also a member of the Boston Economic Club. Carrie graduated from Bowdoin College and earned a Ph.D. in history from Harvard University. Carrie lives with her family in Somerville, where they are active in supporting the local food scene and businesses in their vibrant urban community.
KEVIN FAIRWEATHER, MBA
Kevin previously worked for Presidio Networked Solutions. He graduated from Saint Anselm College with a BBA and received his MBA from Southern New Hampshire University.
ROBERTO FIGUEIREDO, CFP®, CSRIC®
Roberto serves as a portfolio manager at Reynders, McVeigh. He is responsible for advising on personalized investment portfolios. This includes assisting clients with establishing goals and objectives, working toward developing an appropriate overall strategy, formulating and implementing potential solutions, and conducting periodic reviews to help clients monitor progress toward reaching their initial goals and strategies. In addition, he provides traditional guidance in the areas of asset allocation, tax-minimization strategies, retirement, and multi-generational strategies, from risk-based strategies to banking and lending needs.
Roberto brings over 10 years of experience in portfolio management. He began his career at Bank of America Private Bank as a portfolio manager associate before becoming a portfolio manager.
Roberto received both his BA in global business and his BS in finance from Suffolk University Sawyer Business School. Roberto holds the CERTIFIED FINANCIAL PLANNER™ certification and the Chartered SRI Counselor℠ designation.
Assistant Wealth Advisor
Anna Finklestein (she/her) joined Reynders, McVeigh in August 2022 as an Assistant Wealth Advisor. In this role, Anna supports portfolio managers in helping clients achieve their financial goals, pursue impact investment opportunities, and engage meaningfully as shareholders.
Prior to joining the Reynders, McVeigh team, Anna worked at ActBlue, where she helped nonprofits build grassroots, digital fundraising programs. She holds a BA in History from Portland State University and an M.Ed. in Secondary Social Studies Education from Goddard College. Anna is an active member of Resource Generation, an organization committed to the equitable distribution of wealth, land, and power. She is currently trying to hike all 48 4,000-foot mountains in New Hampshire.
Assistant Trader; Data & Performance Analyst
Anthony assists in the trading of US equities for the firm. Anthony is responsible for the reconciliation of daily positions and transactions, as well as for keeping a close eye on the integrity of data flowing into Reynders, McVeigh databases. Anthony oversees performance calculations and ensures the firm is compliant with the GIPS standards. He also assists in the accounting for impact investments. Anthony joined Reynders, McVeigh in January 2021.
Anthony previously worked at Brown Brothers Harriman & Co. as a fund accountant within the NAV Oversight team. He graduated from Bryant University in 2019 with a degree in finance.
Prior to joining Reynders, McVeigh, Audra served as senior operations and compliance analyst for Covalent Partners, LLC. At Covalent, Audra was responsible for implementing and maintaining all aspects of their compliance program, along with serving as the main investor relations contact. Audra received her BS in business management from Babson College and has passed the Investment Advisor Certified Compliance Professional® examination. Outside of the office, she enjoys running and spending time with her family.
Hazie Ghazali-Cho, MBA
Client Service Associate
Before joining Reynders, McVeigh in 2019, Hazie was a client service associate with The Retirement Group in San Diego. There she assisted investment advisors who were managing accounts of employees retiring from Fortune 500 companies. She was also a registered client associate with UBS Financial Services in Boston, supporting financial advisors managing high-net-worth clients. Hazie earned a BSBA in international business from Bowling Green State University, Ohio, and her MBA from Northeastern University. Hazie has also been a yoga instructor and completed her yoga teacher training from Maui Yoga Shala in Paia, Maui; she has taught yoga classes in Maui, Phoenix, and San Diego.
Head Trader, Fixed Income Associate & Performance Manager
Max joined Reynders, McVeigh in 2018 and currently serves as Head Trader, Fixed Income Associate & Performance Manager. In these roles, Max is responsible for monitoring and executing equity trades, as well as allocating bonds to client portfolios. Max also supervises the Firm’s performance calculations and assists with attribution analysis. Additionally, Max serves on the Firm’s GIPS® Committee where he oversees composite construction and ensures performance is presented in accordance with the GIPS® standards.
Prior to Reynders, McVeigh, he worked at Donnelley Financial Solutions where he provided back-office support for mutual funds. He graduated from Saint Joseph’s University in Philadelphia with a degree in accounting. Max currently holds the Series 65 license and is a Level 2 Candidate in the CFA® Program.
LISA HESSLER, CFA
Senior Portfolio Manager
Prior to joining Reynders, McVeigh, Lisa served as principal, co-director of research, and portfolio manager at Penobscot Investment Management. She has served as president of the Boston Economic Club and is a past vice president of the Phillips Academy Alumni Council. She is an advisor to Red Tomato, a regional food hub promoting sustainable agriculture. Lisa holds a BA in sustainable agriculture from the University of Vermont and assisted with early legislation on organic farming standards for the Senate Agriculture Committee. She is also a Chartered Financial Analyst (CFA®) charterholder and is currently serving on the board of the CFA Society of Boston.
Client Account Associate
Before joining Reynders, McVeigh in 2019, Louisa spent five years at Root Cause, a purpose-driven consulting firm that works with nonprofits, foundations, school districts, and public agencies. She held a variety of roles at Root Cause, including supporting the firm’s Communication and Business Development teams. Louisa holds a BA from the University of Pennsylvania and is an active member of The Philanthropy Connection, a collective giving organization that supports nonprofit organizations within the greater Boston area.
Office and Accounts Payable Manager
Prior to her current position, Joyce worked at Siemens Healthcare and Siemens Financial Services performing various office management and administrative functions. Joyce obtained a secretarial certificate from Katharine Gibbs School and graduated from Boston College with a BBA.
James is a portfolio manager and equity trader at Reynders, McVeigh. In these roles, James helps implement investment strategies for clients to help them reach their long-term goals and executes equity trades for multiple portfolio managers.
Before joining Reynders, McVeigh in 2018, James worked at Brown Brothers Harriman & Co. He graduated with a BS in finance from Providence College, where he was a member of the men’s lacrosse team. James currently holds the Series 65 license from FINRA.
Yuji began his professional career at Dreman Value Management as a technology sector research analyst. He was later promoted to senior vice president and voting member of the Investment Committee. He then held similar positions as a managing director at Thunderstorm Capital and as a managing director at Mauna Kea Capital Group. Yuji has earned a dual BBA degree from James Madison University in financial engineering and computer information systems, and he holds an MLA in nonprofit management from Harvard University Extension School. Yuji currently serves on the Advisory Council for Youth Enrichment Services, a nonprofit youth development organization in Boston where he is a former member of the board of directors and a former treasurer.
Senior Operations Manager
Ashley graduated from Salem State with a BA in education and business and holds a certificate in financial planning from Boston University. Ashley lives north of the city with her husband and three children.
Client Service Associate
Christian joined Reynders, McVeigh in 2020 and is on the client service team. In his role as a client service associate, Christian assists clients in account opening, money movement, gifting, and regular maintenance requests.
Christian began his career at Carson Wealth Management as an Investment Adviser Representative. He is a recent graduate from the University of Massachusetts Amherst, where he received a BBA degree in finance. Outside of the office, he enjoys spending time with his family and friends and traveling.
JULIE MCVEIGH, CFA
Senior Vice President of Reynders, McVeigh & Managing Director of Fresh Pond Capital
Before joining the investment field, Julie worked as a community organizer for MASSPIRG and the Sierra Club. She has served local agriculture through her support of the Waltham Fields Community Farm and The Food Project. She has been a committed volunteer, “Tracy” donor, and active alumna with Resource Generation, a nonprofit organizing young people to use their economic privilege for justice. As a founding member, she has been involved with the Slow Money Alliance, which organizes investors and communities around growing local food systems. Julie graduated summa cum laude with honors from Bowdoin College with a double major in history and women’s studies. She earned the CFA® designation for Chartered Financial Analyst® in 2006. Julie is a stepmother and mother. She serves on the Diversity Equity and Inclusion Committee of the Waldorf School, which her children have attended. In addition to being an avid runner, she is also a yogi and meditator.
President & Chief Investment Officer
Patrick was one of the three original employees at Trillium Asset Management, one of the first investment management firms dedicated solely to ethical investing. In addition to leading that firm’s research efforts and serving as editor of Investing for a Better World, Patrick wrote a series of groundbreaking studies conducted by the Social Investment Forum that tracked the growth of socially responsible investing and its implications in the investment markets. He served as a founding board member of SEED, a community loan fund that worked with cooperatives in Haiti.
Prior to entering the investment field, Patrick worked in community economic development. He began his efforts as a VISTA volunteer and helped create the San Jose Food Co-op and the first recycling center in that city. He also managed the Youth Opportunity Program at Stanford University, which created jobs and educational opportunities on the campus for low-income teenagers and adults. Patrick is currently on the board of the Waltham YMCA and has previously been on the board of the Waltham Fields Community Farm. He received his BA from Santa Clara University and was named the Scholar-Athlete of the Year of the West Coast Athletic Conference in 1978, partly in recognition of his efforts to start the cross-country team there. He continues to enjoy running (you can follow him on the social media app Strava and on the B.A.A. and Boston Marathon app) and triathlons. He has four children and lives in the oldest house (built in 1716) in Waltham, Massachusetts.
Senior Portfolio Manager
Prior to joining Reynders, McVeigh in 2008, Yiannis spent three years with Thunderstorm Capital, where he worked his way up to the position of operations manager, handling all back-office portfolio and trading matters for the firm. Yiannis is a FINRA-registered Investment Adviser Representative and graduated from Northeastern University with a double major in finance and accounting. He is an avid runner and enjoys auto racing and classic cars, as well as following the Bruins.
RYAN MOONEY, JD
Deputy Chief Compliance Officer
Ryan graduated from the College of the Holy Cross in 2010 with a BA in history and Russian. She received a JD from Suffolk University Law School in 2013 and is admitted to practice in the Commonwealth of Massachusetts. Outside of the office, Ryan enjoys spending time with her husband, son, and mischievous puppy. Prior to college, Ryan studied ballet pre-professionally and remains an avid fan of the art to this day.
Client Service Associate
Nicole is an associate on the Client Service team. Prior to joining Reynders, McVeigh in 2020, Nicole worked at Fiduciary Trust Company where she was a cash management specialist.
Nicole graduated from Suffolk University with a BS in accounting and a minor in the Big Data & Business Analytics program. Outside of the office, Nicole enjoys traveling, boxing, cooking, and spending time with family and friends.
Chairman & Chief Executive Officer
Chat brings more than 25 years of experience in investment management and social venture investing to his work as chairman and CEO of Reynders, McVeigh Capital Management, which he helped found in 2005. His passion for forward-thinking investment strategy rooted in fundamentals has provided a guidepost for his success to date. Chat has been featured in numerous publications, including the Wall Street Journal, Business Week, Barron’s, and Forbes.
In addition to his leadership in the traditional investment management world, Chat has structured and funded public/private partnerships that have brought more than $150 million in revenue to leading cultural institutions around the world—projects that have won numerous awards. In this vein, he has for decades produced socially oriented IMAX films, including Dolphins, which was produced in conjunction with the National Wildlife Federation and garnered an Academy Award nomination in 2000, and Coral Reef Adventure, which received the largest grant in the history of the Informal Science Division of the National Science Foundation.
Chat’s focus on climate change also led him to his current role as a director on the board of the MacGillivray Freeman Educational Foundation (MFEF), an organization committed to increasing awareness of the delicate state of our oceans and environment. Using the power of film, television, new media, and grassroots education, The MFEF strives to change the way people see and value the natural world—and to motivate action to restore it. Chat previously served as Executive Director of The Whale Conservation Institute, the nation’s leading independent cetacean research center, which was founded under a grant from the MacArthur Foundation. He also serves on the County Leadership Council for the Essex County Community Foundation and is a past president of the Board of Governors for the Westminster Kennel Club.
Chat graduated from Princeton University with a degree in history.
THOMAS ROCHE, CFA
Vice President & Director of Operations
Prior to joining the Firm, Tom was the head trader and operations director at Old Harbor Capital Management. He began his career in financial services at State Street Bank and Scudder Kemper Investments. Tom graduated from the College of the Holy Cross with a BA in economics and is a CFA® charterholder.
GEORGE ROOKS, MBA
Senior Equity Strategist & Portfolio Manager
George was the founder, president, and chief portfolio manager of Heritage Capital Management, Inc. and served as a director and member of the Capital Strategies Committee at Trillium Asset Management. At The First National Bank of Boston, he headed the Pension Portfolio department, supervising $7 billion in corporate pension funds, and was president of two divisions: First Capital Corporation of Boston and First Venture Capital Corporation of Boston, as well as co-manager of the E.I. du Pont de Nemours Pension Fund. George is a graduate of Bowdoin College, where he majored in economics. He also earned an MBA from Columbia University. George is a former member of the Town of Marblehead finance committee and a former trustee and treasurer of Cohen Hillel Academy of the North Shore.
ERIC SAMPLE, CFA
Eric joined Reynders, McVeigh in 2012 and serves as vice president. One of Eric’s roles at the Firm is as director of fixed income. As such, his responsibilities include conducting credit research and analysis and constructing fixed income portfolios for each client relationship. Additionally, Eric serves as an equity research analyst for the Firm and is an Investment Committee member. He is also in charge of business development for the Firm’s institutional relationships, managing referral networks, overseeing inflows, and providing insight on portfolio construction and performance attribution.
Prior to his time with Reynders, McVeigh, Eric worked at The Colony Group, LLC, conducting credit research and managing fixed income portfolios, among other responsibilities. He graduated from Bentley University with a BS in finance and is a CFA® charterholder.
ERIC SHRAYER, MBA, CFA, CFP®
Senior Vice President & Research Director
As research director, Eric is responsible for conducting fundamental analysis of equities. His methods for analysis are comprehensive and extensive, and may include analyzing SEC filings, reviewing company earnings calls, and speaking directly with company management.
Before joining Reynders, McVeigh in 2006, Eric spent nine years as a branch manager with Park Avenue Securities, a division of Guardian Life Insurance. Eric earned a BS from Tufts University with a major in biology, and his MBA, magna cum laude, from the Olin School of Business at Babson College. Eric is a CFA® charterholder and is a CERTIFIED FINANCIAL PLANNER™ professional.
JACQUI SMITH, MBA, CSRIC®
Jacqui advises and manages investment portfolios for individuals, families, trusts, and charitable institutions. Prior to joining Reynders, McVeigh in January of 2021, Jacqui held positions as vice president, private client advisor at Bank of America Private Bank; senior fellow at the Intentional Endowments Network; senior sales manager at Gulf Oil; and energy advisor at Tradition Energy.
Jacqui received a BA cum laude in communications and psychology from the University of Massachusetts, Amherst, and holds an MBA in economics of financial markets from Bentley University. She also holds the Chartered SRI Counselor ℠ designation and Series 66 license. Jacqui is an adjunct professor at Bentley University teaching Introduction to ESG & Impact Investing, is a member and former co-chair of the Boston chapter of Women Investing in a Sustainable Economy (WISE), and circle leader for Invest for Better. She also volunteers for the PJT Memorial Foundation. Jacqui resides in Scituate with her family and enjoys traveling, boating, cooking, and camping.
JAMIE TALOUMIS, CFA, cFP®
Jamie joined Reynders, McVeigh in 2020 as a portfolio manager. In this role, Jamie manages investment portfolios and provides financial planning for clients.
Jamie previously worked at Captrust, where she focused on research, account management, and financial planning. She graduated from the Isenberg School of Management at the University of Massachusetts in Amherst, where she received her BBA in finance and minored in economics. Jamie is a CFA® charterholder and is a CERTIFIED FINANCIAL PLANNER™ professional. Outside of the office, Jamie enjoys skiing, exploring new restaurants, and spending time with family and friends.
© Reynders, McVeigh Capital Management
121 High Street, 4th Floor
Boston, MA 02110
Past performance is not indicative of future results, which may vary. The value of investments and the income derived from investments can go down as well as up. Future returns are not guaranteed, and a loss of principal may occur. Performance is described on a net basis and reflects the deduction of management fees, brokerage commissions and any other expenses (other than custodial fees) and includes the reinvestment of all dividends, interest and other income. The major global indices referred to herein are the S&P 500 Index, the MSCI World Index, and the MSCI EAFE Global Index (the “Indices”). The Indices invest in a different mix of countries, securities and sectors that the accounts managed by RMCM, which may cause some differences in performance between the RMCM accounts and each of these Indices.
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