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.                                                                                

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.

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.

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 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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.