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Louisa J

Series 65

Boston, MA

Reynders, McVeigh Capital Management, LLC

Louisa Jacquinto is a financial advisor at Reynders, McVeigh Capital Management, LLC in Boston, MA, with seven years of experience in the industry. She holds a Series 65 designation and previously worked at Root Cause for five years. Reynders, McVeigh provides discretionary and non-discretionary investment management, model portfolio advice, and investment consulting to a diverse client base including individuals, trusts, family offices, corporations, and pension plans. The firm uses a growth-at-a-reasonable-price (GARP) investment approach supported by in-house fundamental research that integrates ESG criteria, offering tailored portfolios across equity and fixed income mandates.

ESG / Sustainable investing Executive
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Patrick M

Series 65

Boston, MA

Reynders, McVeigh Capital Management, LLC

Patrick McVeigh is a Series 65-licensed advisor with Reynders, McVeigh Capital Management, LLC in Boston, MA, where he has worked since 2005, accumulating 21 years of industry experience. Reynders, McVeigh provides discretionary and non-discretionary investment management, model portfolio advice, and consulting services to individuals, trusts, family offices, corporations, pension plans, and trustee law firms. The firm employs a growth-at-a-reasonable-price (GARP) investment philosophy incorporating ESG criteria and manages a registered mutual fund alongside its advisory and consulting roles.

ESG / Sustainable investing Executive
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Ryan B

CFA®, Series 65

Boston, MA

Reynders, McVeigh Capital Management, LLC

Ryan Boudreau is a financial advisor at Reynders, McVeigh Capital Management, LLC in Boston, MA, holding a Series 65 designation with three years of industry experience. He previously worked at Bank of America for six years before joining Reynders, McVeigh in 2022. Reynders, McVeigh provides discretionary and non-discretionary investment management, model portfolio advice, and consulting services to a diverse client base including individuals, trusts, family offices, corporations, and pension plans. The firm employs a growth-at-a-reasonable-price (GARP) investment philosophy with integrated ESG criteria and offers tailored portfolios alongside managing a registered mutual fund and providing model portfolio consulting.

ESG / Sustainable investing Executive
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Maria E

Series 65

Boston, MA

Reynders, McVeigh Capital Management, LLC

Maria Egan is a financial advisor at Reynders, McVeigh Capital Management, LLC in Boston, MA, holding a Series 65 designation with 10 years of industry experience. She has been with Reynders, McVeigh since 2010 in various capacities. Reynders, McVeigh provides discretionary and non-discretionary investment management, model portfolio advice, and investment consulting to a diverse client base including individuals, trusts, family offices, corporations, and pension plans. The firm employs a growth-at-a-reasonable-price (GARP) investment philosophy that integrates ESG criteria and offers tailored portfolios alongside managing a registered mutual fund and providing model-portfolio consulting to other advisers.

ESG / Sustainable investing Executive
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Alexandria B

Series 65

Boston, MA

Reynders, McVeigh Capital Management, LLC

Alexandria Biela is a financial advisor at Reynders, McVeigh Capital Management, LLC, holding a Series 65 credential with six years of industry experience. She has been with Reynders, McVeigh since 2012 in various roles. Reynders, McVeigh provides discretionary and non-discretionary investment management, model portfolio advice, and investment consulting to a diverse client base including individuals, trusts, family offices, corporations, and pension plans. The firm employs a growth-at-a-reasonable-price (GARP) investment philosophy with integrated ESG criteria and offers tailored portfolios alongside financial planning and asset advisement services.

ESG / Sustainable investing Executive
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Hazielinda G

Series 66, Series 65

Boston, MA

Reynders, McVeigh Capital Management, LLC

Hazielinda Ghazali Cho is a financial advisor at Reynders, McVeigh Capital Management, LLC with one year of industry experience. She holds the Series 65 and Series 66 credentials. Her previous roles include work at The Retirement Group and a period spent at Maui Yoga Shala, EOS. Reynders, McVeigh provides investment management, financial planning, and consulting services to a diverse client base including individuals, high-net-worth investors, trusts, pension plans, family offices, and law-firm trust departments. The firm follows a growth-at-a-reasonable-price investment philosophy incorporating ESG considerations and offers both discretionary and non-discretionary strategies, including management of a mutual fund.

ESG / Sustainable investing Executive
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Roberto F

CFP®

Boston, MA

Reynders, McVeigh Capital Management, LLC

Roberto Figueiredo is a CFP® professional with four years of industry experience. He has been with Reynders, McVeigh Capital Management, LLC since 2021 and previously worked at Bank of America for ten years. Reynders, McVeigh Capital Management offers discretionary and non-discretionary investment management, model portfolio advice, and consulting services to a diverse client base that includes individuals, trusts, family offices, corporations, and pension plans. The firm employs a growth-at-a-reasonable-price (GARP) investment philosophy supported by in-house fundamental research integrating ESG criteria, and manages both a registered mutual fund and advisory roles for various institutional clients.

ESG / Sustainable investing Executive
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Charlton R

Series 65

Boston, MA

Reynders, McVeigh Capital Management, LLC

Charlton Reynders is a Series 65-licensed financial advisor with 30 years of industry experience. He has been with Reynders, McVeigh Capital Management, LLC since 2005. Outside of his advisory work, he is the president and founder of two large-format film production companies, Zephyr Productions and Highwood Productions. Reynders, McVeigh Capital Management provides discretionary and non-discretionary investment management, model portfolio advice, and consulting to a diverse client base including individuals, trusts, family offices, corporations, and pension plans. The firm employs a growth-at-a-reasonable-price (GARP) investment philosophy with integrated ESG criteria and offers tailored portfolios alongside financial planning and asset advisement services.

ESG / Sustainable investing Executive
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Eric S

CFP®, CFA®, Series 63

Boston, MA

Reynders, McVeigh Capital Management, LLC

Eric Shrayer is a CFP® and CFA® with 19 years of industry experience. He has been with Reynders, McVeigh Capital Management, LLC since 2006, serving in his current role since 2020. The firm provides discretionary and non-discretionary investment management, model portfolio advice, and investment consulting to a diverse client base including individuals, family offices, corporations, and pension plans. Reynders, McVeigh employs a growth-at-a-reasonable-price (GARP) investment philosophy with integrated ESG criteria and offers tailored portfolios alongside a registered mutual fund and advisory services for other investment advisers.

ESG / Sustainable investing Executive
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Christian M

CFA®, Series 65

Boston, MA

Reynders, McVeigh Capital Management, LLC

Christian Mahoney is a CFA® charterholder and holds a Series 65 license, with five years of industry experience. He has worked at Reynders, McVeigh Capital Management, LLC since 2020 and previously held positions at Carson Wealth Management and Everest Insurance. His background also includes diverse early career roles in the restaurant industry and at the University of Massachusetts Amherst. Reynders, McVeigh Capital Management provides discretionary and non-discretionary investment management, financial planning, and consulting services to a varied client base including individuals, high-net-worth investors, trusts, pension plans, and family offices. The firm employs a growth-at-a-reasonable-price (GARP) approach that integrates fundamental financial analysis with ESG considerations and active shareholder engagement.

ESG / Sustainable investing Executive
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James J

Series 65

Boston, MA

Reynders, McVeigh Capital Management, LLC

James Jurgens is a financial advisor at Reynders, McVeigh Capital Management, LLC in Boston, MA, holding a Series 65 designation with six years of industry experience. He has been with Reynders, McVeigh since 2017 and previously worked at Brown Brothers Harriman & Co. from 2015 to 2017. Reynders, McVeigh provides discretionary and non-discretionary investment management, model portfolio advice, and consulting services to a diverse client base including individuals, trusts, family offices, corporations, and pension plans. The firm employs a growth-at-a-reasonable-price (GARP) investment philosophy incorporating ESG criteria and offers tailored portfolios alongside managing a registered mutual fund.

ESG / Sustainable investing Executive
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Anthony F

CFP®, Series 65

Boston, MA

Reynders, McVeigh Capital Management, LLC

Anthony Frigo is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Reynders, McVeigh Capital Management, LLC. He has three years of industry experience, including prior roles at Brown Brothers Harriman and a background with Frigo Foods and Bryant University. Reynders, McVeigh provides discretionary and non-discretionary investment management, model portfolio advice, and consulting to a diverse client base including individuals, trusts, family offices, corporations, and pension plans. The firm employs a growth-at-a-reasonable-price (GARP) investment philosophy with integrated ESG criteria and offers tailored portfolios alongside managing a registered mutual fund and providing consulting to other investment advisers.

ESG / Sustainable investing Executive
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Ioannis M

Series 65

Boston, MA

Reynders, McVeigh Capital Management, LLC

Ioannis Mitropoulos is a financial advisor at Reynders, McVeigh Capital Management, LLC in Boston, MA, holding a Series 65 designation with 10 years of industry experience. He has been with Reynders, McVeigh since 2008. Reynders, McVeigh provides discretionary and non-discretionary investment management, model portfolio advice, and investment consulting to a diverse client base including high-net-worth individuals, trusts, family offices, corporations, and pension plans. The firm follows a growth-at-a-reasonable-price (GARP) investment philosophy incorporating ESG criteria and offers tailored portfolios alongside financial planning and asset advisement services.

ESG / Sustainable investing Executive
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Ryan K

Series 65

Boston, MA

Reynders, McVeigh Capital Management, LLC

Ryan Kreatz is a financial advisor at Reynders, McVeigh Capital Management, LLC in Boston, MA, with three years of industry experience. He holds a Series 65 designation and has previously worked at Putnam Investments and BJ's Wholesale Club. Reynders, McVeigh Capital Management provides investment management, financial planning, and consulting services to individual and high-net-worth investors, trusts, pension plans, family offices, and law-firm trust departments. The firm follows a growth-at-a-reasonable-price (GARP) investment approach that integrates fundamental analysis with ESG considerations and active shareholder engagement.

ESG / Sustainable investing Executive
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Jamie H

CFP®, CFA®, Series 65

Boston, MA

Reynders, McVeigh Capital Management, LLC

Jamie Hobkirk is a CFP®, CFA®, and holds a Series 65 license with seven years of industry experience. He has been with Reynders, McVeigh Capital Management, LLC since 2020 and previously worked at CapFinancial Partners, LLC (CAPTRUST) and Boston Advisors, LLC. Reynders, McVeigh provides discretionary and non-discretionary investment management, model portfolio advice, and investment consulting to a diverse client base including individuals, trusts, family offices, corporations, and pension plans. The firm employs a growth-at-a-reasonable-price (GARP) investment approach with integrated ESG criteria and manages a registered mutual fund alongside its advisory services.

ESG / Sustainable investing Executive
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Eric S

CFA®, Series 65

Boston, MA

Reynders, McVeigh Capital Management, LLC

Eric Sample is a CFA® charterholder with 10 years of industry experience, currently serving as a financial advisor at Reynders, McVeigh Capital Management, LLC since 2012. He holds the Series 65 designation and is based in Boston, MA. Reynders, McVeigh provides discretionary and non-discretionary investment management, model portfolio advice, and consulting to a diverse client base including individuals, trusts, family offices, corporations, pension plans, and trustee law firms. The firm applies a growth-at-a-reasonable-price (GARP) investment philosophy with integrated ESG criteria and manages a registered mutual fund alongside offering tailored portfolios and financial planning services.

ESG / Sustainable investing Executive
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Thomas R

CFA®, Series 63

Boston, MA

Reynders, McVeigh Capital Management, LLC

Thomas Roche is a CFA® charterholder with 19 years of industry experience, currently serving at Reynders, McVeigh Capital Management, LLC since 2020. He has been with the firm in its various forms since 2005. Reynders, McVeigh provides discretionary and non-discretionary investment management, model portfolio advice, and consulting to a diverse client base that includes individuals, trusts, family offices, corporations, and pension plans. The firm employs a growth-at-a-reasonable-price (GARP) investment philosophy integrated with ESG criteria and manages a registered mutual fund alongside its advisory services.

ESG / Sustainable investing Executive
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Trent M

Series 65

Boston, MA

Reynders, McVeigh Capital Management, LLC

Trent Mullen is a financial advisor at Reynders, McVeigh Capital Management, LLC, holding a Series 65 designation. He has been with Reynders McVeigh since 2022 and has prior experience at The Bancroft, Putnam Investments, and 110 Grill. Outside of finance, he operated Mullen Automotive Detailing from 2017 to 2022. Reynders, McVeigh provides investment management, model portfolio advice, and consulting services to a diverse client base including individuals, trusts, family offices, corporations, and pension plans. The firm employs a growth-at-a-reasonable-price (GARP) philosophy with ESG integration and manages a registered mutual fund alongside advisory roles for other investment advisers and clients.

ESG / Sustainable investing Executive
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Maryelizabeth C

Series 63, Series 66

Boston, MA

Reynders, McVeigh Capital Management, LLC

Maryelizabeth Conlon Kesse is a financial advisor with Reynders, McVeigh Capital Management, LLC in Boston, MA, holding Series 63 and Series 66 credentials and 16 years of industry experience. She has worked at Penobscot Investment Management Co., Inc. since 2009. Reynders, McVeigh provides discretionary and non-discretionary investment management, financial planning, and consulting services to a diverse client base including individuals, high-net-worth investors, trusts, pension plans, family offices, and law-firm trust departments, while serving as adviser to a mutual fund. The firm follows a growth-at-a-reasonable-price philosophy integrating ESG considerations and active shareholder engagement, supported by in-house research and model-driven portfolios.

ESG / Sustainable investing Executive
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Jennifer Y

Series 65

Boston, MA

Reynders, McVeigh Capital Management, LLC

Jennifer Yousif is a financial advisor at Reynders, McVeigh Capital Management, LLC with five years of industry experience. She holds a Series 65 designation and has worked previously at Adviser Investments and Southern New Hampshire University. Reynders, McVeigh Capital Management provides discretionary and non-discretionary investment management, model portfolio advice, and investment consulting to a diverse client base including individuals, trusts, family offices, corporations, and pension plans. The firm applies a growth-at-a-reasonable-price (GARP) investment philosophy with integrated ESG criteria, tailoring portfolios to client objectives while managing a registered mutual fund and offering impact investment options on an opt-in basis.

ESG / Sustainable investing Executive
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Carrie E

Series 65

Boston, MA

Reynders, McVeigh Capital Management, LLC

Carrie Endries is a Series 65-licensed advisor with Reynders, McVeigh Capital Management, LLC, based in Boston, MA. She has 18 years of industry experience and has been with Reynders, McVeigh since 2014. Reynders, McVeigh provides discretionary and non-discretionary investment management, model portfolio advice, and consulting services to a diverse client base including individuals, trusts, family offices, corporations, and pension plans. The firm employs a growth-at-a-reasonable-price (GARP) investment philosophy with integrated ESG criteria and offers tailored portfolios alongside management of a registered mutual fund.

ESG / Sustainable investing Executive
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