Advisors at this firm
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.
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.
Ryan B
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.
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.
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.
Hazielinda G
Series 65, Series 66
Boston, MA
Reynders, McVeigh Capital Management, LLC
Hazielinda Ghazali Cho is a financial advisor with Reynders, McVeigh Capital Management, LLC, holding Series 65 and Series 66 licenses and one year of industry experience. She has worked at Reynders, McVeigh since 2019 and previously at The Retirement Group from 2018 to 2019. Before entering the financial industry, she was involved with Maui Yoga Shala. Reynders, McVeigh provides 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 applies a growth-at-a-reasonable-price investment philosophy with integrated ESG criteria and manages a registered mutual fund alongside advisory and consulting roles.
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.
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.
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.
Christian M
Series 65
Boston, MA
Reynders, McVeigh Capital Management, LLC
Christian Mahoney is a Series 65-licensed financial advisor at Reynders, McVeigh Capital Management, LLC with five years of industry experience. His background includes roles at Carson Wealth Management, Everest Insurance, and N-of-One Inc., as well as various positions in the hospitality and education sectors. 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 applies a growth-at-a-reasonable-price (GARP) investment philosophy with integrated ESG criteria and offers tailored portfolios alongside a registered mutual fund and model portfolio consulting.
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.
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.
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.
Ryan K
Series 65
Boston, MA
Reynders, McVeigh Capital Management, LLC
Ryan Kreatz is a financial advisor with Reynders, McVeigh Capital Management, LLC in Boston, MA. He holds a Series 65 designation and has two years of industry experience. Prior to joining Reynders, McVeigh, he worked at Putnam Investments for three years. 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 employs a growth-at-a-reasonable-price (GARP) investment philosophy integrated with ESG criteria and offers tailored portfolios alongside financial planning and asset advisement services.
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.