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Reynders, McVeigh Capital Management, LLC

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Client assets under management

$2,957,277,279

Clients

704

77% high-net worth

Advisors

22

of 35 employees

Firm type

Multi Team

Clients per advisor

32

Very Low

Average account size

$4,200,678

About

Reynders, McVeigh provides discretionary and non‑discretionary investment management, financial planning, and investment consulting across a mixed client base. Its clients include individual and high‑net‑worth investors, trusts and estates, pension and profit‑sharing plans, family offices and law‑firm trust departments, and the firm serves as investment adviser to a mutual fund.

The firm applies a growth‑at‑a‑reasonable‑price (GARP) philosophy that combines fundamental financial analysis with integrated environmental, social, and governance (ESG) considerations and active shareholder engagement. Investment implementation is driven by in‑house research and an equity investment model (typically 30–50 holdings) complemented by laddered fixed‑income portfolios with relatively short target durations; impact investments are offered on a non‑discretionary basis with client consent.

Reynders, McVeigh is notable among multi‑team advisers for its dual role as adviser to the Reynders, McVeigh Core Equity Fund and for providing model‑portfolio and consulting services to institutional and other investment‑adviser clients. The firm also discloses less common operational practices — such as internal cross‑account transfers for fixed‑income securities, formal conflict‑management measures related to its fund role (including waiving SMA fees on Fund assets), and participation in a referral program — and maintains procedures (including surprise custody examinations where applicable) consistent with its trustee and fund‑management activities.

Client services

Financial planning Portfolio management Investment consulting services

Expertise

ESG / Sustainable investing

Occupation focus

Executive

Fee options

Fixed

Certain legacy client relationships are subject to flat-fee arrangements, generally not available to new clients.

Percentage

$0 - $3,000,000: 1.00% annually $3,000,001+: 0.75% annually

Other

Account minimum: $1,000,000

Main office location

Reynders, McVeigh Capital Management, LLC

10 Post Office Square, Suite N1010

Boston MA 02109, United States

Number of offices

1

Most active in

Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

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
user avatar

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
user avatar

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.

ESG / Sustainable investing Executive
user avatar

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
user avatar

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
user avatar

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.

ESG / Sustainable investing Executive
user avatar

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
user avatar

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
user avatar

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
user avatar

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.

ESG / Sustainable investing Executive
user avatar

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
user avatar

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
user avatar

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
user avatar

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.

ESG / Sustainable investing Executive
user avatar

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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