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