Portfolio Manager & Director of Client Service
Alex joined Reynders, McVeigh in 2012 and is currently a Portfolio Manager and the Director of Client Service. In her role as Portfolio Manager, Alex helps implement investment strategies for clients to help them reach their long-term goals while aligning with their values. Alex also works on financial plans for clients and is currently studying for the Certified Financial Planner™ (CFP®) certification.
As the Director of Client Service, Alex oversees the Client Service Department. Alex has extensive knowledge in account opening, transfers, gift requests, and other aspects necessary to provide an excellent client experience.
Prior to joining Reynders, McVeigh, 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 B.S. in Finance and a minor in Global Studies.
Outside of the office, Alex enjoys traveling, spending time with family and friends and being a dog mom to her miniature dachshund, Lillian.
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 Advisor 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 B.S. in Accountancy from The University of Illinois at Urbana-Champaign.
Sue possesses a lifelong belief in the importance of community involvement. She served as a grant officer with the Northwest Connecticut Community Foundation, and presently volunteers as treasurer for the Colebrook Historical Society and the Colebrook Lions Club.
Assistant Portfolio Manager
Senior Operations Manager
Mike joined Reynders, McVeigh in 2020 as a Senior Operations Manager. He works to leverage the firm’s technology to provide operational business solutions tailored to the needs of each employee’s role. Mike graduated from UMass Lowell with a Bachelor of Science in Management Information Systems and has 10+ years of experience in creating and implementing technology-forward processes to streamline operations and improve efficiency. Prior to joining Reynders, McVeigh, Mike held roles at Man Group and Wellington Management in an array of back and middle office functions. Outside of the office, Mike spends most of his time teaching his young son how to throw and hit a baseball.
Marketing & Communications Coordinator
Kathryn joined Reynders, McVeigh in 2015 and currently serves as the Firm’s Marketing & Communications Coordinator. Kathryn manages a variety of communication needs including overseeing the creation and distribution of all Firm mailings and marketing materials. Kathryn also provides support to the client service team. Kathryn was previously responsible for the opening and funding of new accounts as well as providing administrative support and assisting the Firm’s Operations team. Prior to joining 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 Bachelor of Arts in Strategic Communications and a minor in Psychology.
MARIA EGAN, MBA
Vice President & Director of Shareholder Engagement
Maria brings over 10 years of experience as an activist investor, relationship manager, and fundamental analysis investor. She provides financial literacy to clients and the community. Maria was featured on Bloomberg Radio speaking about Reynders, McVeigh’s socially responsible investment strategy. She has testified in the City of Boston regarding the implementation of ESG investing in city pension plans. Maria is a guest lecturer for economics, impact investing and shareholder engagement college and graduate courses. She is a member of the Board of Directors at that 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. She holds a B.A. in Management from Clark University 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 lives with her husband and daughter, Brian and Penelope, in Boston where they are active urban dwellers. she/her
CARRIE A. ENDRIES, Ph.D.
Senior Vice President & Director of Impact Investments
Carrie advises individuals, families, and foundations at Reynders, McVeigh. She is an Investment Committee Member and also directs the Firm’s private impact investment work. Carrie brings over 20 years of experience as a researcher, teacher, and investment professional to our sustainable investment work. She graduated from Bowdoin College and earned a Ph.D. in History from Harvard University.
Dedicated to the non-profit 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 enjoys mentoring 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 lives with her family in Somerville, where they are active in supporting local food and business in their vibrant urban community.
KEVIN FAIRWEATHER, MBA
Kevin has been with Reynders, McVeigh since 2014 and currently serves as the Controller. He is responsible for managing the day-to-day financial management of the Firm, developing internal procedures and best practices, as well as specific aspects of data operations. In addition to accounting, he has a strong background in data management and reporting. Prior to joining Reynders McVeigh in 2014, Kevin worked for Presidio Networked Solutions.
Kevin graduated from Saint Anselm College with a B.A. in Business and received his MBA from Southern New Hampshire University.
Data Management Associate
Anthony is a Data Management Associate. He is responsible for the reconciliation of daily positions and transactions, as well as keeping a close eye on the integrity of data flowing into Reynders, McVeigh databases. He also assists in the accounting for impact investments.
Anthony graduated from Bryant University in 2019 with a Bachelors in Finance. Prior to Reynders, McVeigh, he worked at Brown Brothers Harriman & Co. as a Fund Accountant within the NAV Oversight team. Outside of work, Anthony likes to watch the Celtics and spend time at his lake house during the summer.
Audra assists the Compliance Department, managing the Cybersecurity and Vendor Due Diligence programs. 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 B.S. 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
Hazie provides client service support to Fresh Pond Capital and assists Julie McVeigh in her role as Director of Fresh Pond Capital. Before joining Reynders, McVeigh, Hazie was a Client Service Associate with The Retirement Group in San Diego, assisting Investment Advisors managing accounts of employees retiring from Fortune 500 companies and a Registered Client Associate with UBS Financial Services in Boston, supporting Financial Advisors managing high net worth clients.
Hazie earned her MBA from Northeastern University and a B.S.B.A. in International Business from Bowling Green State University, Ohio. She completed her yoga teacher training from Maui Yoga Shala in Paia, Maui, and has taught yoga classes in Maui, Phoenix, and San Diego. Her background in client service and being a yoga teacher in Hawaii brings the combination of experience and peaceful alignment for working with money.
Performance & Systems Manager
LISA HESSLER, CFA
Senior Portfolio Manager
Lisa manages investment portfolios for individuals, families, trusts, and charitable institutions. She has over 20 years of experience in financial services, primarily focused on equity research.
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. Lisa founded internship programs with two organizations and continues to serve as a mentor within the investment community. She is also an advisor to Red Tomato, a regional food hub promoting sustainable agriculture.
She holds a bachelor’s degree in Sustainable Agriculture from the University of Vermont and assisted with early legislation on organic farming standards for the Senate Agriculture Committee. Lisa is a Chartered Financial Analyst (CFA®) charterholder and is a past board member of the CFA Society of Boston.
Client Account Associate
Louisa supports the Fresh Pond Capital team, serving as a resource for clients interested in social impact and community investments. Louisa also provides support to the clients of Reynders, McVeigh in coordinating their impact investing.
Before joining Reynders McVeigh, 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 began her work there as the project manager for the Youth Violence Prevention Funder Learning Collaborative, managing a large network of public and private funders working to align their investments to decrease youth violence in Boston.
Louisa is an active member of The Philanthropy Connection, an organization that inspires, teaches, and enables women of all generations to engage in collective philanthropy. She holds a B.A. from the University of Pennsylvania.
Office and Accounts Payable Manager
Assistant Portfolio Manager & Equity Trader
James is a trading assistant on the Operations team at Reynders, McVeigh. He executes trades for equity and fixed income securities for multiple portfolio managers. Prior to Reynders, McVeigh, James worked at Brown Brothers Harriman & Co. as a Fund Accountant within the NAV Analysis group. James is a Registered Investment Advisor Representative with his FINRA Series 65 license.
James graduated from Providence College with a B.S. in Finance. Additionally, he was a member of the Providence College men’s lacrosse team.
Yuji began his professional career at Dreman Value Management as the primary research analyst focusing on the technology sector. He was promoted to Senior Vice President and voting member of the Investment Committee, where he focused on contrarian investment research and was an Assistant Portfolio Manager for the firm’s small cap portfolios and mutual fund. Yuji was also involved with institutional business development and established relationships with investment consultants. Yuji then held similar positions as a Managing Director at Thunderstorm Capital and as a Managing Director at Mauna Kea Capital Group before joining Reynders, McVeigh Capital Management in 2011.
Yuji has earned a dual B.B.A. degree from James Madison University in Financial Engineering and Computer Information Systems and holds a Master of Liberal Arts Degree 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 has been with Reynders, McVeigh since 2007. Ashley oversees the Firm’s client service efforts and manages the day-to-day operations. She works with every department to develop and streamline internal organizational structures that allows the Firm to tailor all clients’ needs and create a smooth and easy client experience with the Reynders, McVeigh team.
Ashley graduated from Salem State with a B.A. 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 is a Client Service Associate. Prior to Reynders, McVeigh, Christian began his career at Carson Wealth Management, a Registered Investment Advisor in Waltham, Massachusetts.
Christian is a recent graduate from the University of Massachusetts Amherst, where he holds a Bachelor of Business Administration in Finance. Outside of the office, he enjoys spending time with his family and friends and traveling.
Abby joins Reynders, McVeigh as a Portfolio Manager, bringing several years of experience in research and operations. Prior to joining Reynders, McVeigh, Abby worked at GfK Boutique Research, with a focus on the Consumer Technology sector, as well as Grantham, Mayo, Van Otterloo and State Street Global Advisors. Abby graduated from Hamilton College with a Bachelor of Arts in Mathematics and Biochemistry. Outside of the office, she enjoys running, cooking, and spending time with her friends and family.
JULIE MCVEIGH, CFA
Senior Vice President of Reynders, McVeigh & Managing Director of Fresh Pond Capital
Julie is a co-founder and managing director of Fresh Pond Capital. Julie has worked in socially responsible investing since 1998 and has had a particular interest in sustainable agriculture; financial literacy; and social, economic, and racial justice. With these priorities, Julie leads Fresh Pond Capital working with clients to build portfolios with a social impact.
Before joining the investment field, Julie worked as a community organizer for MASSPIRG and the Sierra Club. Julie actively supports local agriculture through her work with Waltham Fields Community Farm and The Food Project. She is a Tracy Donor, a committed volunteer and an active alumna of Resource Generation (an organization working with a community of individuals who are under 35 years old and committed to using their privilege for justice), and is involved with the Slow Money Alliance building communities that invest in their local food systems.
Julie graduated summa cum laude with honors from Bowdoin College with a double major in history and women’s studies.
President & Chief Investment Officer
Patrick is widely recognized as a pioneer in bringing together traditional investment management with socially responsible investing. With over 35 years of experience in the industry, he 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 also wrote a series of groundbreaking studies conducted by the Social Investment Forum which 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 the area of 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 for low-income teenagers and adults on the campus. Patrick is currently on the board of the Waltham YMCA and has previously been on the board of the Waltham Fields Community Farm.
Partly in recognition of his efforts to start the cross-country team at Santa Clara University, Patrick was named the Scholar-Athlete of the Year of the West Coast Athletic Conference in 1978. He continues to enjoy running (you can follow him on Strava and at the Boston Marathon) and triathlons. He has four children and lives in the oldest house (built 1716) in Waltham, MA.
Senior Portfolio Manager
Yiannis is a FINRA Registered Investment Advisor Representative, and graduated from Northeastern with a double major in Finance and Accounting. He enjoys auto racing and classic cars, as well as following the Bruins.
RYAN MOONEY, ESQ.
Deputy Chief Compliance Officer
Ryan serves as the Deputy Chief Compliance Officer. Her responsibilities include implementing and maintaining all aspects of the firm’s compliance program and keeping abreast of regulatory trends and updates that may affect Reynders, McVeigh and its clients. Ryan first joined Reynders, McVeigh in 2014 and served at 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 out of its San Francisco office. In this role, Ryan supported the General Counsel and Chief Compliance Officer in navigating the firm’s registration with the SEC and developing a robust compliance program. Ryan returned to the east coast, and Reynders, McVeigh, in 2020, where she continues her commitment to guiding the firm through the industry’s regulatory landscape.
Ryan began her career in litigation, focusing on probate and family matters. She graduated from the College of the Holy Cross in 2010 with a B.A. in History and Russian. She received a J.D. 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, Nicole worked at Fiduciary Trust Company where she was a Cash Management Specialist. Nicole graduated from Suffolk University with a B.S. in Accounting and a minor in Big Data. 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. 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 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 revenues 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.
Chat graduated from Princeton University with a degree in history. In addition to being a Director at the MacGillivray Freeman Educational Foundation, he also serves as the President of the Board of Governors for the Westminster Kennel Club.
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. Outside of the office, Tom is an avid snowboarder and cyclist and, most gratifyingly, a devoted husband and father to a young daughter and son.
GEORGE ROOKS, MBA
Senior Equity Strategist & Portfolio Manager
ERIC SAMPLE, CFA
Eric joined Reynders McVeigh in 2012 and serves as Vice President. One of Eric’s roles at the Firm is Director of Fixed Income. As such, Eric’s 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. Lastly, Eric is 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 joining Reynders, McVeigh, Eric worked at The Colony Group, LLC, conducting credit research and managing fixed income portfolios, among other responsibilities. Eric is a CFA® charterholder and graduated from Bentley University with a B.S. in Finance.
ERIC SHRAYER, MBA, CFA, CFP®
Senior Vice President & Research Director
Eric joined Reynders, McVeigh in 2006 and conducts fundamental analysis when researching equities for client portfolios. Eric’s methods for analysis may include analyzing SEC filings, reviewing company earnings calls, and speaking with company management. Before joining Reynders, McVeigh, Eric spent nine years as a branch manager with Park Avenue Securities, a division of Guardian Life Insurance. Eric earned a B.S. from Tufts University with a major in biology. Eric earned his M.B.A., magna cum laude, from the Olin School of Business at Babson College. Eric holds the Chartered Financial Analyst (CFA®) designation and is a CERTIFIED FINANCIAL PLANNERTM professional (CFP®).
JACQUI SMITH, MBA, CSRIC
Jacqui advises and manages investment portfolios for individuals, families, trusts, and charitable institutions. Prior to joining Reynders, McVeigh, 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 holds an MBA in economics of financial markets from Bentley University and received a B.A. cum laude in communications and psychology from the University of Massachusetts, Amherst. She also holds the Chartered SRI Counselor™ designation (CSRIC) and Series 66 license. She previously held the Series 7.
Jacqui is active in the ESG and impact investing communities. She is a member and former co-chair of the Boston chapter of Women Investing in a Sustainable Economy (WISE) and currently serves as a Circle Leader for Invest for Better, a nonprofit campaign on a mission to help women demystify impact investing, take control of their capital, and mobilize their money for good. She also volunteers for the PJT Memorial Foundation, which supports local children on the South Shore. Jacqui resides in Scituate with her family and enjoys traveling, boating, cooking, and camping.
Client Service Associate
Ryan is a Client Service Associate. He brings to his work several years of experience in client service, business development, and marketing. Prior to joining Reynders, McVeigh in 2020, Ryan worked at Arrowstreet Capital, a quantitative investment management firm focusing on institutional clients, as well as Windhaven Investments, where he worked in a similar capacity on their client service team. Ryan graduated from Xavier University with a Bachelor of Science in Business Administration and a concentration in Finance. Outside of the office, he enjoys fishing, golf, and tennis.
JAMIE TALOUMIS, CFA
Jamie joined Reynders, McVeigh in 2020 as a Portfolio Manager. In this role, Jamie manages investment portfolios and provides financial planning for clients. Jamie is a CFA® charterholder, and she is currently studying for the Certified Financial Planner™ (CFP®) certification.
Prior to joining Reynders McVeigh, Jamie worked at Captrust, where she focused on research, account management, and financial planning. Jamie graduated from the Isenberg School of Management at the University of Massachusetts in Amherst, where she received her B.B.A. in Finance and minored in Economics.
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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