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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
July 01, 2008 at 04:00 AM
4 Liberty Square
Boston, Massachusetts 02109
Phone: 617-226-9999
Web site: www.reyndersmcveigh.com
Year firm founded: 2005
Assets under management: $260 million
Number of clients: 120 relationships
Compensation: Fee-based (1% of the first $3 million and 75 basis points on amounts over that threshold)
Charlton Reynders, III
Chairman and CEO
Previous incarnations: Director of new business and senior equity strategist, Lowell, Blake and Associates; executive in charge of production or executive producer for five IMAX nature films
Education: Princeton University, BA in history
Community activities: Member of advisory boards of Project Adventure and the MacGillivray Freeman Educational Foundation; former executive director of The Whale Conservation Institute
Patrick McVeigh
President and CIO
Previous incarnations: Director of research, Lowell Blake & Associates; head of social research and portfolio manager, Trillium Asset Management; ran a minority jobs training program at Stanford University; VISTA volunteer
Education: University of Santa Clara, BA in economics; attended Master’s Program in economics and social work at Boston College
Publications: Managing Editor of Investing for a Better World; contributing author to The Social Investment Almanac and Working Capital: The Power of Labor’s Pensions
Community activities: Served on boards of SEED: The Haitian Community Loan Fund; the Social Investment Forum; and the San Jose Food Cooperative
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