MaryElizabeth Conlon-Kesse
Assistant Portfolio Manager

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.