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.

Thalia joined Reynders, McVeigh in September 2022 as a client service associate. In her role, she assists clients in account opening, money movement, gifting, and regular maintenance requests. Before joining Reynders, McVeigh, Thalia worked at John Hancock as a Retirement Service Specialist, assisting individuals with their retirement funds. Thalia graduated from the University of Massachusetts Boston with a B.S. in International Business Management and a minor in Mandarin. Outside of the office, Thalia enjoys traveling, spending time with family and friends, and being a pet mom to her dog Bono; two cats, Mamas and Juju Meowington; as well as a ball python named Tziri.

As CFO, Sue oversees Finance and Human Resources for the firm. She has been a member of the Reynders, McVeigh team since its inception, and has been CFO since 2009. She also served as chief compliance officer for seven years and completed the Investment Advisor Certified Compliance Professional^® designation program.

Sue graduated from the University of Illinois at Urbana-Champaign with a Bachelor of Science in Accountancy. She spent five years with Ernst & Young in Chicago as an auditor and tax manager. She gained experience in the financial industry with Reynders, Gray & Co., Incorporated, a member firm of the New York Stock Exchange, where she served as chief compliance officer and chief financial officer.

Sue is a strong believer in the importance of community service. She has served as a grant officer with the Northwest Connecticut Community Foundation and is currently vice president of the Colebrook (Conn.) Historical Society and treasurer of the Colebrook Lions Club.

Clay has been with Reynders, McVeigh since 2022. As an equity research analyst, Clay spends his time reading SEC filings and transcripts of earnings calls, conducting fundamental analysis, and speaking with management teams.

Before joining Reynders, McVeigh, Clay spent two years as an investment analyst at The Motley Fool and two years as a consultant at FactSet Research Systems. Clay graduated with magna cum laude honors from Elon University with a BSBA in finance.

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.

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.

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 previously worked for Presidio Networked Solutions. He graduated from Saint Anselm College with a BBA and received his MBA from Southern New Hampshire University.

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.

Anthony acts as a main of point of contact with institutional partners that introduce new business opportunities for the firm. He is also responsible for the coordination of meetings for new referral prospects and ensures effective communication is made throughout the process.

He is responsible for monitoring and executing equity trades for the firm. He oversees performance calculations in accordance with GIPS standards.

Anthony is a registered Investment Advisor Representative with his Series 65 license and graduated from Bryant University in 2019 with a degree in finance. He joined Reynders, McVeigh in January 2021.

Hazie provides client service support at Reynders, McVeigh. Hazie sets up new accounts, processes client requests and facilitates money movement. Hazie’s experience is reflected in her ability to problem solve, providing consistent service to clients.

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.

Louisa provides support to the clients of Reynders, McVeigh in their social impact and community investments. These are private placement investments that produce a measurable environmental or social return alongside a financial return. Louisa enjoys contributing to research and management of the firm’s impact investment choices, which focus on areas such as racial equity, economic development, sustainable agriculture, and renewable energy.

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. 

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.

Ashley is the senior operations manager and works closely with client service and portfolio managers to oversee the day-to-day operations and processes that affect clients. She also works with every department to develop and streamline internal organizational structures, allowing the Firm to tailor services to each client’s needs and create a smooth and easy client experience with the Reynders, McVeigh team. She has been with the Firm since 2007.

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,  four children, and golden retriever.

Christian is an Associate Wealth Advisor at Reynders, McVeigh.  In this role, Christian assists portfolio managers in constructing tailored portfolios and working with clients to reach their financial goals.  In addition, Christian provides support in equity research, and works directly with clients on their ongoing client service needs including account opening, money movement and ongoing maintenance.

Christian is a registered Investment Advisor Representative with his FINRA Series 65 license.

Before joining Reynders, McVeigh in 2020, Christian began his career on the client service team at Carson Wealth Management. He is a graduate from Isenberg School of Management at the University of Massachusetts Amherst, where he received his BBA in finance and minored in information technology. Outside of the office, he enjoys spending time with his family and friends, golfing, and traveling.

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 oversees the compliance program at Reynders, McVeigh. In her role as Chief Compliance Officer, she brings a background in the law and regulatory matters to implement and maintain the Firm’s compliance efforts and to keep the Firm abreast of regulatory trends that may affect Reynders, McVeigh, and its clients. Ryan first joined Reynders, McVeigh in 2014 and served as the deputy chief compliance officer until 2018, when she relocated to California. While on the West Coast, Ryan served as the director of compliance for Polaris Partners, where she supported the design and implementation of their compliance program. Ryan returned to the East Coast, and Reynders, McVeigh, in 2020.

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.

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.

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.

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 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.

Jacqui advises and manages investment portfolios for individuals, families, trusts, and charitable institutions and is also a leader on the RMCM shareholder engagement team. 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), a circle leader for Invest for Better, and a member of the Boston Women’s Leadership Council. She also volunteers for the PJT Memorial Foundation in the South Shore where she resides with her family. 

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.