Thomas Roche, CFA
Partner, Director of Institutional Wealth Service

Tom has been with Reynders, McVeigh since its founding in 2005. He helped build an efficient trading and operations infrastructure to enable the team to focus on research, investing, and delivering a personalized client experience. Today, he splits his time between managing portfolios, working directly with clients, and mentoring newer advisors; he also leads a team advising several law firms’ trust departments

Tom co‑chairs the Operations & Technology Committee and serves on the HR & Compensation and Risk Management & Oversight committees; he also serves on the Investment Committee. What he loves about the work is the blend of big‑picture strategy and personal connection, helping clients navigate retirement, legacy planning, and risk while aligning investments to their values. He views sustainable investing as a way to build resilient portfolios and favor companies with long‑term discipline and transparency.

Previously, Tom was head trader and operations director at Old Harbor Capital Management and held roles at State Street Bank and Scudder Kemper Investments. He graduated from the College of the Holy Cross with a BA in economics and is a CFA® Charterholder.

Outside of work, Tom enjoys golf, snowboarding, and being outdoors. He has been involved for years with Westwood Youth Soccer, keeping the focus on learning and fun.