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.

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.                                                                                

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 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

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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 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^TM professional (CFP®).