Roberto Figueiredo, CFP®, CSRIC®
Portfolio Manager

Roberto serves as a Portfolio Manager at Reynders, McVeigh. He is responsible for advising on personalized investment portfolios which 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 guidance in the areas of asset allocation, tax-minimization strategies, retirement, and multi-generational strategies.

Roberto has over 14 years of experience in portfolio management. He began his career at Bank of America Private Bank prior to joining Reynders, McVeigh in 2021.

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.

Outside of work, Roberto splits his time between Boston and Stockbridge, MA. He enjoys traveling, staying active, exploring new restaurants and spending time with his family and friends.