Roberto Figueiredo, CFP®, CSRIC®
Portfolio Manager

Roberto serves as a portfolio manager at Reynders, McVeigh. He is responsible for advising on personalized investment portfolios. This 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 traditional guidance in the areas of asset allocation, tax-minimization strategies, retirement, and multi-generational strategies, from risk-based strategies to banking and lending needs.

Roberto brings over 10 years of experience in portfolio management. He began his career at Bank of America Private Bank as a portfolio manager associate before becoming a portfolio manager.

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.