In her role as portfolio manager, Alex helps clients implement investment strategies that can help them reach their long-term goals in a way that aligns with their values. As the director of Client Service, Alex uses her extensive knowledge in account opening, transfers, gift requests, and the other services necessary to provide an excellent client experience.

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.

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.

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.

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. Kathryn joined Reynders, McVeigh in 2015.

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.

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 has been with Reynders, McVeigh since 2014, and brings over 20 years of experience as a researcher, teacher, and investment professional to its sustainable investment work.

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 currently serves as controller and has been with Reynders, McVeigh since 2014. He is responsible for 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.

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.

As data management associate, 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. 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 BA in finance. Outside of work, Anthony likes to watch the Celtics and spend time at his lake house during the summer.

Audra serves as the compliance and information security manager for Reynders, McVeigh. Her responsibilities include managing the Firm’s Cybersecurity and Vendor Due Diligence programs, along with assisting the Compliance department’s ongoing monitoring activities. She has been with the Firm since 2018.

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.

As performance and systems manager, Max assists with performance calculations and reporting at Reynders, McVeigh. He also helps to ensure Reynders, McVeigh is compliant with the Global Investment Performance Standards. Additionally, Max assists in other areas such as trading and improving systems process. He has been with the Firm since 2018.

Max previously worked at Donnelley Financial Solutions, providing back-office support for mutual funds. He graduated from Saint Joseph’s University in Philadelphia with a degree in accounting. He is an Investment Adviser Representative with his FINRA Series 65 license.

Lisa manages investment portfolios for individuals, families, trusts, and charitable institutions. She has more than 20 years of experience in financial services, and has been with Reynders, McVeigh since 2016. Lisa is 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. 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.

Joyce is the office and accounts payable manager at Reynders, McVeigh. She has been overseeing reception, managing office administration duties, and assisting the Operations team since 2018.

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.

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 and three children.

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 is a co-founder and managing director of Fresh Pond Capital, a division of Reynders, McVeigh Capital Management. Although she began with the Firm in 2008, Julie has worked with clients in socially responsible investing since 1998, with a commitment to financial literacy and social, economic, and racial justice. With these priorities as a foundation, Julie leads Fresh Pond Capital in working with clients to build portfolios that have social impact and align with their personal principles.

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.

Patrick is widely recognized and respected as a pioneer in bringing together traditional investment management with socially responsible investing. He has more than 35 years of experience in the industry, including helping to found Reynders, McVeigh in 2005.

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.

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 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 in its San Francisco office. 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. 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.

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.

Tom has been with Reynders, McVeigh since its founding in 2005. Drawing on more than 20 years of experience in the financial services industry, Tom has focused his efforts on creating an efficient trading and operations infrastructure, allowing the Reynders, McVeigh team to focus on researching, investing, and delivering a personalized experience for all clients. Throughout his career at Reynders, McVeigh, Tom’s duties and schedule have been managed to permit direct client engagement, the role that Tom finds most rewarding. He serves as portfolio manager to a number of wealth management relationships and he leads a team that provides advice to several law firms’ trust departments. On any given day he can be found managing portfolios, working with clients, and helping staff find the most efficient method to achieve their clients’ 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.

George brings more than 50 years of investment experience to Reynders, McVeigh and has been with the firm since 2010. 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. 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.

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 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 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.