Client Service Associate
Casey handles client requests and is responsible for facilitating client service at Reynders, McVeigh. She acts as a resource for clients and portfolio managers to ensure timely distributions are made and various account maintenance requests are completed successfully. Casey has over 8 years of private wealth management experience catering to high-net-worth individuals and is a member of the Boston Estate Planning Council (BEPC). Prior to joining Reynders, McVeigh, Capital Management, LLC, Casey worked as a Financial Advisor at New England Private Wealth Advisors, LLC and a Client Relationship Specialist at Welch & Forbes, LLC. Casey received her B.S. in Business Administration from Providence College. In her free time, she enjoys traveling and spending time with her family, friends and two black labs.
Alex joined Reynders, McVeigh in 2012 and currently serves as an Associate Portfolio Manager. In her role, Alex works closely with and provides support to the Portfolio Managers and Counselors within the Firm. Alex is currently studying for the Certified Financial Planner™ (CFP®) certification. Alex previously served as the Firm’s Client Service Manager, providing account administration and exceptional client service.
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
SUSAN BREMER, CPA
Chief Financial Officer & Chief Compliance 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 currently volunteers as the treasurer of three local nonprofit organizations.
DYLAN BRIX, CFA
Dylan helps families reach their goals. His work is informed by his experience in both the wealth management and the healthcare IT industries. Dylan has experience in asset allocation, financial planning, equity research, alternative asset due diligence, and sustainable investment analysis from his previous roles at Loring, Wolcott & Coolidge, LLC and Algonquin Advisors, LLC.
Dylan is a member of the Boston Security Analyst Society and has been a volunteer mentor at YearUp and Minds Matter. Dylan is a dad, a CFA® charterholder, and a graduate of Bowdoin College.
LISA CHIOFFI, 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 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. She is an advisor to Red Tomato, a regional food hub promoting sustainable agriculture. Lisa is a Chartered Financial Analyst (CFA®) charterholder and is currently serving on the board and the investment committee of the CFA Society of Boston.
Assistant Portfolio Manager
MaryElizabeth (“M.E.”) has over 30 years of experience in the financial services industry. M.E. served as Head Trader for six years at Penobscot Investment Management Company. Prior to Penobscot, M.E. spent over 15 years at UBS Financial Services as an associate for advisors. Her duties included customer service, operations, and portfolio monitoring and analysis. M.E. currently holds the Series 66 license under FINRA and previously held both the Series 7 and 63 licenses in addition to Life, Accident and Health licensing. M.E. has a Bachelor of Business Administration degree, with a concentration in marketing, from St. Bonaventure University.
Communications & New Account Specialist
Kathryn joined Reynders, McVeigh in 2015 and currently serves as the Firm’s Communications and New Account Specialist. Kathryn is responsible for handling the opening and funding of new accounts as well as supporting the Client Service team. Kathryn also manages a variety of communication needs including overseeing the creation and distribution of all Firm mailings and marketing materials.
Kathryn previously provided administrative support and provided support to 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, M.B.A
Portfolio Manager & Shareholder Engagement Manager
Maria implements investment strategies for clients that align with their individual needs and values. She also helps clients understand their portfolios through financial literacy. Further, Maria advises the trust department of a major law firm using Reynders, McVeigh’s macroeconomic outlook coupled with proprietary independent research to best suit each underlying client’s needs. Maria provides additional research expertise in the burgeoning private impact investments space, where capital is allocated to prove that measurable social impacts can be coupled with financial returns. Maria also directs the Firm’s shareholder engagement, which includes submitting shareholder proposals to companies, voting proxies, and participating in industry peer groups.
Maria was featured on Bloomberg Radio speaking about Reynders, McVeigh’s socially responsible investment strategy. Maria is a Registered Investment Advisor Representative with her FINRA Series 65 License. She holds a B.A. in Management from Clark University and an M.B.A. from Clark University. She holds a Certificate in Community Development Finance from the Carsey School of Public Policy at the University of New Hampshire, the first program in this space, and participated in Rutgers Business School’s Corporate Social Responsibility Certificate Program.
Maria is a Transformative Culture Project board member and is a mentor to the Social Innovation Forum’s social entrepreneur accelerator and nonprofit accelerators. She is on the Coastal Enterprise, Inc. advisory board and sits on The Boston Foundation’s Professional Advisors Network. She ran the Boston Marathon for St. Francis House, which provides shelter and rehabilitation programs for the homeless, and is a volunteer home builder for Project Mexico and St. Innocent Orphanage. In her free time, Maria enjoys running, traveling and visiting her family in Maine. Maria lives with her husband Brian in downtown Boston.
CARRIE A. ENDRIES, Ph.D.
Senior Portfolio Manager & Director of Impact Investments
Carrie advises on more than $350 million in assets for individuals, families and foundations at Reynders, McVeigh. She is an Investment Committee Member, and also directs the Firm’s private impact investment work, researching and recommending private placement impact investments to all interested clients at RMCM. Carrie brings over 15 years of experience as a researcher, teacher, and investment professional to our socially progressive 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 social impact entrepreneurs through the Social Innovation Forum’s impact accelerator and she serves as a Professional Advisor to the Cambridge Community Foundation. She is also a member of the Boston Economic Club. Carrie lives with her husband and daughter in Somerville, where they are active in supporting local food and business in their vibrant urban community.
KEVIN FAIRWEATHER, M.B.A
Kevin is responsible for managing various aspects of operations at Reynders, McVeigh. Such
operations include data management, billing, reporting, and development of internal company procedures. 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 M.B.A. from Southern New Hampshire University.
AUDRA GARDNER, IACCP
Compliance & Finance Associate
Audra assists the compliance department, managing the Cybersecurity and Vendor Due Diligence programs. She also provides support to the accounting department. 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 is certified as an Investment Advisor Certified Compliance Professional. Outside of the office, she enjoys running and spending time with her family.
Hazie Ghazali-Cho, M.B.A.
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. Prior to 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.
Data Management Associate
Max assists with confirming the integrity of data flowing into Reynders, McVeigh systems from client custodians. This includes reconciling daily positions and transactions, as well as other operational responsibilities. Additionally, he is responsible for maintaining consistency across the company’s various databases. Prior to Reynders, McVeigh, he worked at Donnelley Financial Solutions, providing back-office support for Mutual Funds. Max graduated from Saint Joseph’s University in Philadelphia, with a degree in Accounting.
Joyce joins Reynders, McVeigh as the Office Manager. She oversees reception, manages office administration duties, and assists the Operations team. 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 Bachelor of Arts in Business Administration.
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 graduated from Providence College with a B.S. in Finance. Additionally, he was a member of the Providence College men’s lacrosse team.
Yuji brings over 20 years of experience in research and equity portfolio management to the Firm. As a Managing Director at Reynders, McVeigh, Yuji provides portfolio management and investment advice to institutional and trust relationships. He also works to foster relationships with institutions, foundations, and investment consultants.
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 all client service efforts and manages the day-to-day administrative functions of the Firm. She also works with every employee in the Firm to develop internal organizational structures that will better assist clients and their experience with Reynders, McVeigh. Ashley graduated from Salem State with a B.A. in Education and Business. She holds a Certificate in Financial Planning from Boston University.
JULIE MCVEIGH, CFA
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 traditional investment management together with socially responsible investing. With over 30 years of experience in the industry, Patrick was one of three original employees at Trillium Asset Management. His research there was a key factor in the growth of assets from startup to $700 million. Since 1995, Patrick has been project manager for a series of groundbreaking studies conducted by the Social Investment Forum, tracking the growth of socially responsible investing and its implications in the investment markets. Patrick was honored as the Scholar-Athlete of the Year for the West Coast Athletic Conference in 1978.
Waltham YMCA, Board Member
Waltham Fields Community Farm, Advisory Board
SEED: The Haitian Community Loan Fund, Former Board Member
The Social Investment Forum, Former Board Member
San Jose Food Co-operative, Former Board Member and General Manager
Investing for A Better World, Managing Editor
The Social Investment Almanac, Contributing Editor
Working Capital: The Power of Labor’s Pensions, Contributing Editor Featured in: Wall Street Journal, Investment Advisor and Forbes Magazine
Santa Clara University / BS in Economics
Attended Masters programs in economics and sociology at Boston College and the University of Maryland, College Park.
Portfolio Manager & Portfolio Strategies Coordinator
Yiannis serves as an advisor on a number of individual portfolios, assisting clients and families on portfolio construction and allocation, along with being lead contact on matters relating to their accounts. Yiannis also helps lead a major law firm relationship in which he advises on over $1 billion in assets, speaking and advising to trustees regarding client assets. Prior to joining Reynders,
McVeigh, 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 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.
SHEEVANI PATEL, ESQ.
Sheevani assists the Chief Compliance Officer in implementing and maintaining all aspects of the compliance program at Reynders, McVeigh. Prior to joining Reynders, McVeigh, Sheevani worked at Santander Securities, LLC as a Regulatory Compliance Analyst where she held FINRA Series 7 and 24 registrations. While attending law school, Sheevani held leadership positions within the American Bar Association’s First Circuit Law Student Division, and focused her efforts on lifting the taboo surrounding mental health and the law school experience. Additionally, she interned for the International Bar Association in London, UK, where she researched and wrote about current international human rights issues.
Sheevani received her B.S. in Business Administration from Drexel University, and her J.D. from New England Law | Boston. She is admitted to practice law in the Commonwealth of Massachusetts.
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. 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 is the Chair of the Board of Trustees at Brookwood School, and the President of the Board of Governors for the Westminster Kennel Club.
THOMAS ROCHE, CFA
Chief Operating Officer
Tom has been with Reynders, McVeigh since its founding days in 2005, beginning as a research analyst growing with the firm to serve as Chief Operating Officer. Drawing on over 15 years of experience in the financial services industry, Tom has focused his effort on creating an efficient trading and operations infrastructure allowing RMCM’s team to focus on researching, investing and delivering a personalized experience for all clients. The work he is most proud of, however, is the successful recruiting, hiring and training of the RMCM staff ensuring a next generation of informed and thoughtful portfolio managers. On any given day he can be found on the trading desk, working with clients and helping the staff find the most efficient method to achieve their client’s goals. 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, M.B.A.
Senior Equity Strategist & Portfolio Manager
George brings over 50 years of investment experience to Reynders, McVeigh. He focuses on tailored portfolio management by combining long-term financial planning with investment expertise. He implements this strategy for a wide range of portfolios from endowments to pensions to individual and family accounts. 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 Corp. At The First National Bank of Boston, Mr. Rooks 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. Mr. Rooks also co-managed the E.I. du Pont de Nemours Pension Fund, has served as a member of the finance committee at the Marblehead Arts Association and is a former trustee and treasurer of Cohen Hillel Academy of the North Shore. Mr. Rooks has been a director of Marland Mold, Inc., the Popular Credit Union of Peabody, Cambridge Analytical Associates, and the Jewish Federation of the North Shore. Mr. Rooks is a graduate of Bowdoin College, majoring in economics. He also earned an M.B.A. from Columbia University.
ERIC SAMPLE, CFA
Director of Fixed Income, Equity Research Analyst, Manager of Institutional Services
Eric joined Reynders McVeigh in 2012 and serves as the Firm’s 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, as Manager of Institutional Services, Eric serves as the main point of contact for institutional relationships, 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, CFA, CFP®, M.B.A
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 PLANNER™ professional.
© 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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