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.

Ryan Boudreau is a Portfolio Manager at Reynders, McVeigh. As a recent hire, Ryan is learning the Reynders, McVeigh investment protocol and will soon be working directly with clients. In that role, he will make and maintain personalized investment strategies for clients in order to help them achieve their financial goals. Ryan will assist his clients in understanding changing market conditions, and provide guidance in the areas of asset allocation, portfolio construction, retirement, and long-term planning.

 Previously Ryan served as a Portfolio Manager at Bank of America Private Bank, advising high-net-worth individuals. Ryan received his B.S.B.A degree in finance from Elon University. In his free time, he enjoys staying active by running and skiing throughout New England.

MaryElizabeth (“M.E.”) joined Reynders, McVeigh in 2016 and is a member of the Client Service Team.  M.E. is an assistant portfolio manager, providing support to counselors and their clients across a variety of functions including account opening, money movement, gifting requests and a variety of maintenance items.  In her role, she works closely with counselors to provide resources that assist in their portfolio management process as well as acting as a direct contact point for day-to-day client requests.

M.E. has more than 35 years of experience in the financial services industry. Prior to joining Reynders, McVeigh, M.E. served as head trader for six years at Penobscot Investment Management Company. She had previously spent over 19 years at UBS Financial Services as a financial associate for Chairman’s Club Advisors. Her duties included customer service, operations, and portfolio monitoring and analysis. M.E. has a BBA degree, with a concentration in marketing, from St. Bonaventure University. She currently holds the Series 66 license under FINRA.

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.

Maria (she/her) advises individuals, families, trusts, and charitable institutions by implementing investment strategies that help clients of Reynders, McVeigh align their assets with their individual needs and values. She is an Investment Committee member, and director of the Firm’s shareholder engagement work. She sits as Trustee for clients, upholding the highest professional and fiduciary standards. Maria is on the Impact Investing Investment Committee, where she provides research expertise in the burgeoning private impact investments space. She has been with Reynders, McVeigh since 2010.

Maria is a member of the board of directors at the 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 and is a member of The Boston Foundation’s Professional Advisors Network. Maria holds a BA in management 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 is a registered Investment Adviser Representative with her FINRA Series 65 license. She lives with her husband Brian and daughter Penelope in Boston, where they are active urban dwellers.

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.

Roberto serves as a portfolio manager at Reynders, McVeigh. He is responsible for advising on personalized investment portfolios. This includes assisting clients with establishing goals and objectives, working toward developing an appropriate overall strategy, formulating and implementing potential solutions, and conducting periodic reviews to help clients monitor progress toward reaching their initial goals and strategies. In addition, he provides traditional guidance in the areas of asset allocation, tax-minimization strategies, retirement, and multi-generational strategies, from risk-based strategies to banking and lending needs.

Roberto brings over 10 years of experience in portfolio management. He began his career at Bank of America Private Bank as a portfolio manager associate before becoming a portfolio manager.

Roberto received both his BA in global business and his BS in finance from Suffolk University Sawyer Business School. Roberto holds the CERTIFIED FINANCIAL PLANNER™ certification and the Chartered SRI Counselor^℠ designation.

Anna Finklestein (she/her) joined Reynders, McVeigh in August 2022 as an Assistant Wealth Advisor. In this role, Anna supports portfolio managers in helping clients achieve their financial goals, pursue impact investment opportunities, and engage meaningfully as shareholders.

 Prior to joining the Reynders, McVeigh team, Anna worked at ActBlue, where she helped nonprofits build grassroots, digital fundraising programs. She holds a BA in History from Portland State University and an M.Ed. in Secondary Social Studies Education from Goddard College. Anna is an active member of Resource Generation, an organization committed to the equitable distribution of wealth, land, and power. She is currently trying to hike all 48 4,000-foot mountains in New Hampshire.

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.

Hazie provides client service support to Fresh Pond Capital and assists Julie McVeigh in her role as director of Fresh Pond Capital. Hazie sets up new accounts and processes client requests and facilitates money movement. Hazie’s experience is reflected in her ability to problem solve, providing consistent service to clients.

Before joining Reynders, McVeigh in 2019, Hazie was a client service associate with The Retirement Group in San Diego. There she assisted investment advisors who were managing accounts of employees retiring from Fortune 500 companies. She was also a registered client associate with UBS Financial Services in Boston, supporting financial advisors managing high-net-worth clients. Hazie earned a BSBA in international business from Bowling Green State University, Ohio, and her MBA from Northeastern University. Hazie has also been a yoga instructor and completed her yoga teacher training from Maui Yoga Shala in Paia, Maui; she has taught yoga classes in Maui, Phoenix, and San Diego.

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.

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 in 2019, 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 holds a BA from the University of Pennsylvania and is an active member of The Philanthropy Connection, a collective giving organization that supports nonprofit organizations within the greater Boston area.

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.

Yuji brings over 20 years of experience to the Firm. As a managing director, Yuji provides portfolio management and investment advice to institutional and trust relationships. He also integrates environmental, social, and governance (ESG) factors into investment analysis and portfolio construction. He joined Reynders, McVeigh in 2011.

Yuji began his professional career at Dreman Value Management as a technology sector research analyst. He was later promoted to senior vice president and voting member of the Investment Committee. He then held similar positions as a managing director at Thunderstorm Capital and as a managing director at Mauna Kea Capital Group. Yuji has earned a dual BBA degree from James Madison University in financial engineering and computer information systems, and he holds an MLA 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 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.

Yiannis serves as an advisor to a number of individual portfolios, assisting clients and families with 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 to and advising trustees regarding client assets.

Prior to joining Reynders, McVeigh in 2008, 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 Adviser Representative and graduated from Northeastern University with a double major in finance and accounting. He is an avid runner and enjoys auto racing and classic cars, as well as following the Bruins.

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.

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, which he helped found in 2005. 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, Barron’s, 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 revenue 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. He also serves on the County Leadership Council for the Essex County Community Foundation and is a past president of the Board of Governors for the Westminster Kennel Club. 

Chat graduated from Princeton University with a degree in history.

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.

Eric joined Reynders, McVeigh in 2012 and serves as vice president. One of Eric’s roles at the Firm is as director of fixed income. As such, his 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. He is also 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 his time with Reynders, McVeigh, Eric worked at The Colony Group, LLC, conducting credit research and managing fixed income portfolios, among other responsibilities. He graduated from Bentley University with a BS in finance and is a CFA® charterholder.

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.

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.