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.

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.

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 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 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.

Julie is a co-founder and managing director of Fresh Pond Capital. Julie has worked in socially responsible investing since 1998 and has had a particular interest in sustainable agriculture; financial literacy; and social, economic and racial justice. With these priorities, Julie leads Fresh Pond Capital working with clients to build portfolios with a social impact.

Before joining the investment field, Julie worked as a community organizer for MASSPIRG and the Sierra Club. Julie actively supports local agriculture through her work with Waltham Fields Community Farm and The Food Project. She is a Tracy Donor, a committed volunteer and an active alumna of Resource Generation (an organization working with a community of individuals who are under 35 years old and committed to using their privilege for justice), and is involved with the Slow Money Alliance building communities that invest in their local food systems.

Julie graduated summa cum laude with honors from Bowdoin College with a double major in history and women’s studies.

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.

Sheevani assists the Chief Compliance Officer in implementing and maintaining all aspects of the compliance program at Reynders, McVeigh. Prior to joining Reynders, McVeigh, Sheevani worked at Santander Securities, LLC as a Regulatory Compliance Analyst where she held FINRA Series 7 and 24 registrations. While attending law school, Sheevani held leadership positions within the American Bar Association’s First Circuit Law Student Division, and focused her efforts on lifting the taboo surrounding mental health and the law school experience. Additionally, she interned for the International Bar Association in London, UK, where she researched and wrote about current international human rights issues.

Sheevani received her B.S. in Business Administration from Drexel University, and her J.D. from New England Law | Boston. She is admitted to practice law in the Commonwealth of Massachusetts.

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.

George brings over 50 years of investment experience to Reynders, McVeigh. He focuses on tailored portfolio management by combining long-term financial planning with investment expertise. He implements this strategy for a wide range of portfolios from endowments to pensions to individual and family accounts. 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 Corp. At The First National Bank of Boston, Mr. Rooks 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. Mr. Rooks also co-managed the E.I. du Pont de Nemours Pension Fund, has served as a member of the finance committee at the Marblehead Arts Association and is a former trustee and treasurer of Cohen Hillel Academy of the North Shore. Mr. Rooks has been a director of Marland Mold, Inc., the Popular Credit Union of Peabody, Cambridge Analytical Associates, and the Jewish Federation of the North Shore. Mr. Rooks is a graduate of Bowdoin College, majoring in economics. He also earned an M.B.A. from Columbia University.

Emily supports Fresh Pond Capital clients through account opening, asset movement, alternative investment vetting and coordination, and shareholder activism. She also supports the Managing Director of Fresh Pond Capital through communications coordination, operations, record keeping, and coordinating strategic projects of the Fresh Pond Capital team. Prior to joining Fresh Pond Capital, Emily served as the Senior Project Manager at Coalesce for two years, where she worked with higher education institutions and private K-12 schools to build cohesive and enduring sustainability initiatives on campuses. The engagement-centric approach to these projects involved students, faculty, staff, administrators, and trustees in the process to weave sustainability into campus culture. Emily also coordinated the company’s podcast Coalesce.Earth, consisting of interviews with sustainability experts. Additionally, she participated in the Farm and Sea to Campus Institution working group as well as the Northeast Campus Sustainability Consortium (NECSC).

Emily holds a Bachelor of Arts in Global Environmental Studies and a Master of Arts in International Development and Social Change both from Clark University, with a focus on agricultural policy and its economic, social, and environmental impacts at the local, national, and international levels. Emily is also a CFA Investment Foundations certificate holder and a certified Living Environments in Natural, Social and Economic Systems (“LENSES”) Facilitator. Emily’s interests include mindfulness, emotional intelligence, nutrition, Pilates and Gyrotonic, new economies, sustainable agriculture, and visiting her family in Northampton and Hadley, Massachusetts.

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.