Roberto C. Figueiredo
Portfolio Manager-Equities at Reynders, McVeigh Capital Management LLC
Profile
Mr. Roberto C.
Figueiredo is a Portfolio Manager at Reynders, McVeigh Capital Management LLC.
He is responsible for advising on personalized investment portfolios.
This includes assisting clients with establishing goals and objectives, working toward developing an appropriate overall strategy, formulating and implementing potential solutions, and conducting periodic reviews to help clients monitor progress toward reaching their initial goals and strategies.
In addition, he provides traditional guidance in the areas of asset allocation, tax-minimization strategies, retirement, and multi-generational strategies, from risk-based strategies to banking and lending needs.
He brings over 10 years of experience in portfolio management.
He began his career at Bank of America Private Bank as a portfolio manager associate before becoming a portfolio manager.
He received both his BA in global business and his BS in finance from Suffolk University Sawyer Business School.
Roberto C. Figueiredo active positions
| Companies | Position | Start |
|---|---|---|
Reynders, McVeigh Capital Management LLC
 Reynders, McVeigh Capital Management LLC Investment ManagersFinance Reynders, McVeigh Capital Management LLC (RM) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Charlton “Chat” Reynders III and Patrick McVeigh in 2005. RM offers discretionary investment management services to separately managed accounts and acts as investment adviser to the Reynders, McVeigh Core Equity Fund, a mutual fund series of the Capitol Series Trust, a registered open-end management investment company. | Portfolio Manager-Equities | 2021-05-31 |
Training of Roberto C. Figueiredo
| Suffolk University | Undergraduate Degree |
Experiences
Positions held
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Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
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Members of the board
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Linked companies
| Private companies | 1 |
|---|---|
Reynders, McVeigh Capital Management LLC
Reynders, McVeigh Capital Management LLC Investment ManagersFinance Reynders, McVeigh Capital Management LLC (RM) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Charlton “Chat” Reynders III and Patrick McVeigh in 2005. RM offers discretionary investment management services to separately managed accounts and acts as investment adviser to the Reynders, McVeigh Core Equity Fund, a mutual fund series of the Capitol Series Trust, a registered open-end management investment company. | Finance |
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