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.

Thalia joined Reynders, McVeigh in September 2022 as a client service associate. In her role, she assists clients in account opening, money movement, gifting, and regular maintenance requests. Before joining Reynders, McVeigh, Thalia worked at John Hancock as a Retirement Service Specialist, assisting individuals with their retirement funds. Thalia graduated from the University of Massachusetts Boston with a B.S. in International Business Management and a minor in Mandarin. Outside of the office, Thalia enjoys traveling, spending time with family and friends, and being a pet mom to her dog Bono; two cats, Mamas and Juju Meowington; as well as a ball python named Tziri.

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.

Clay has been with Reynders, McVeigh since 2022. As an equity research analyst, Clay spends his time reading SEC filings and transcripts of earnings calls, conducting fundamental analysis, and speaking with management teams.

Before joining Reynders, McVeigh, Clay spent two years as an investment analyst at The Motley Fool and two years as a consultant at FactSet Research Systems. Clay graduated with magna cum laude honors from Elon University with a BSBA in finance.

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.

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.

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 previously worked for Presidio Networked Solutions. He graduated from Saint Anselm College with a BBA and received his MBA from Southern New Hampshire University.

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.

Anthony acts as a main of point of contact with institutional partners that introduce new business opportunities for the firm. He is also responsible for the coordination of meetings for new referral prospects and ensures effective communication is made throughout the process.

He is responsible for monitoring and executing equity trades for the firm. He oversees performance calculations in accordance with GIPS standards.

Anthony is a registered Investment Advisor Representative with his Series 65 license and graduated from Bryant University in 2019 with a degree in finance. He joined Reynders, McVeigh in January 2021.

Hazie provides client service support at Reynders, McVeigh. Hazie sets up new accounts, 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.

Max joined Reynders, McVeigh in 2018 and currently serves as Head Trader, Fixed Income Associate & Performance Manager. In these roles, Max is responsible for monitoring and executing equity trades, as well as allocating bonds to client portfolios. Max also supervises the Firm’s performance calculations and assists with attribution analysis. Additionally, Max serves on the Firm’s GIPS® Committee where he oversees composite construction and ensures performance is presented in accordance with the GIPS® standards.

Prior to Reynders, McVeigh, he worked at Donnelley Financial Solutions where he provided back-office support for mutual funds. He graduated from Saint Joseph’s University in Philadelphia with a degree in accounting. Max currently holds the Series 65 license and is a Level 2 Candidate in the CFA® Program.

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.

Ryan joined Reynders, McVeigh in September 2022 as a Client Service Associate. In his role as a CSA he will be providing support to clients and their accounts across a variety of functions including account opening, money movement, gifting and ongoing maintenance requests. Prior to joining Reynders, McVeigh, Ryan worked in a variety of roles in the operations department at Putnam Investments, both as an intern and full-time capacity. Ryan received his BSBA from the University of Massachusetts Lowell in 2021, where he concentrated in finance and marketing. When he’s not in the office, Ryan enjoys spending time with friends and family and playing golf. 

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,  four children, and golden retriever.

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.

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.

Trent is responsible for the reconciliation of daily positions and transactions, as well as for keeping a close eye on the integrity of information flowing into Reynders, McVeigh databases. He reviews monthly and quarterly portfolio performance information and assists in the creation of composite data in accordance with GIPS standards.

Before Reynders, McVeigh, Trent was an Investor Services Intern with Putnam Investments. He graduated summa cum laude from Merrimack College in 2022, with a double concentration in Corporate Finance & Investments and Management.

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.

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 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 and is also a leader on the RMCM shareholder engagement team. 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), a circle leader for Invest for Better, and a member of the Boston Women’s Leadership Council. She also volunteers for the PJT Memorial Foundation in the South Shore where she resides with her family.