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

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 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.

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 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.

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 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.

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.

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.

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.

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.

AFFILIATIONS
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

PUBLICATIONS
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

EDUCATION
Santa Clara University / BS in Economics
Attended Masters programs in economics and sociology at Boston College and the University of Maryland, College Park.

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.

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.

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.

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 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.