Our Team
Maria Arabatzis, MBA, Portfolio Associate and Researcher
Maria Arabatzis has a Bachelor’s degree and a Master’s of Business Administration from Clark University, where she was the co-founder and director of the Green Run 5k Road Race. Prior to joining Reynders, McVeigh she worked at Fallon Clinic and Escada USA.
Jackson Bell, Research Associate
Jackson has a bachelor’s degree in psychology from the University of Southern California and a master’s in secondary education from Loyola Marymount University. Prior to joining Reynders, McVeigh he spent two years teaching English as a Teach for America corps member.
Susan M. Bremer, CPA, Chief Financial Officer
Susan has a full quarter century of experience in the financial industry. For the past nineteen years, Sue served as a senior vice president and the chief financial officer of Reynders, Gray & Co., Inc., a member firm of the New York Stock Exchange, now operating after a change in ownership as Ticonderoga Securities LLC. She also served as CFO for Reynders, Gray, Prince & Gottlieb, Inc., a Registered Investment Advisor under common ownership with Reynders, Gray, until the sale of the advisory business in 2001. Upon graduation from college, Sue spent five years with Ernst & Young in both the audit and tax divisions. She holds a bachelor of science degree in accountancy from The University of Illinois.
Julie Johnson, CFA, Vice President of Reynders McVeigh & Managing Director of Fresh Pond Capital
Julie has worked in socially responsible investing since 1998. Ms. Johnson is a board member of Camp Starfish, a non-profit organization providing summer programs for children who are behaviorally and emotionally disturbed. She also is very active in supporting local agriculture and children through her work with Waltham Fields Community Farm and The Food Project. She has collaborated with Resource Generation, a progressive organization working with wealthy young people to affect social change. Ms. Johnson graduated summa cum laude with honors from Bowdoin College with a double major in history and women's studies.
Yuji Koga, Managing Director
Yuji joins Reynders, McVeigh from Mauna Kea Capital Group, LLC where he oversaw portfolio management, research, and trading operations. Prior to his work at Mauna Kea, Yuji worked at Thunderstorm Capital, LLC, a startup firm at which he contributed fund processes in addition to taking on tasks from clientele development to configuring an in-house portfolio management system. In addition to being a voting member of the Thunderstorm investment committee, Yuji was responsible for conducting contrarian investment research, portfolio creation and allocations, and client development.
Previously, Yuji was Senior Vice President and a voting member of the investment committee at Dreman Value Management. In that role he focused on deep contrarian value investment research and assisted in the portfolio management of the firm’s small cap portfolios. Yuji has a dual degree from James Madison University in financial engineering and computer information systems. He currently serves on the Board of Trustees for Youth Enrichment Services in Boston.
Ashley Lyons, Client Service & Planning Manager
Ashley supports planning and investment functions for both Reynders, McVeigh and Fresh Pond Capital. She graduated from Salem State College with a degree in education and business. Ashley holds a Certificate in Financial Planning from Boston University and is a notary public.
Megan McGregor, Client Services Associate
Megan has a bachelor’s degree in Finance and Economics from the University of Massachusetts, Amherst. She worked in the Investor Services Department with institutional clients at Brown Brothers Harriman before joining Reynders, McVeigh. Megan provides administrative support for client service activities and investment functions.
Patrick McVeigh, President & Chief Investment Officer
Patrick is widely recognized as a pioneer in bringing traditional investment management together with socially responsible investing. With 26 years of experience in the industry, he was one of three original employees at Trillium Asset Management. His research there was a key factor in the growth of assets from startup to $700 million. After eighteen years at Trillium, Patrick assumed the position of director of research at Lowell, Blake & Associates. A voice of reason and leadership within the socially responsible investing realm, Patrick has served as managing editor of Investing for A Better World, authored numerous articles on ethics and ecology, and contributed chapters to The Social Investment Almanac (New York: Henry Holt, 1992) and Working Capital: The Power of Labor’s Pensions (Cornell University Press, 2001). He has also been featured in publications such as the Wall Street Journal, Investment Advisor Magazine, and Forbes. Since 1995, Patrick has been project manager for a series of groundbreaking studies conducted by the Social Investment Forum, tracking the growth of socially responsible investing and its implications in the investment markets. He also served on the boards of SEED: The Haitian Community Loan Fund, directing approximately $1 million to peasant cooperatives in Haiti to create businesses; the Social Investment Forum; and the San Jose Food Co-operative. Patrick graduated from Santa Clara University with a degree in economics and was honored as the Scholar-Athlete of the Year for the West Coast Athletic Conference in 1978. He also attended a master’s program in economics and sociology at Boston College.
Yiannis Mitropoulos, Portfolio Associate & Information Management Specialist
Yiannis graduated from Northeastern University with a double major in finance and accounting. Prior to joining Reynders, McVeigh he spent three years with Thunderstorm Capital as the operations and trading associate.
Chat Reynders, Chairman & Chief Executive Officer
Chat brings more than 20 years of experience in investment management and social venture investing to Reynders, McVeigh Capital Management. His passion for forward thinking investment strategy rooted in fundamentals has provided a guidepost for his success to date. In addition to his leadership in the traditional investment management world, Chat has structured and funded public/private partnerships that have brought more than $150 million in revenues to leading cultural institutions around the world – projects that have won numerous awards. In this vein, he has for decades produced socially oriented IMAX films including Dolphins, which was produced in conjunction with the National Wildlife Federation and garnered an Academy Award nomination in 2000, and Coral Reef Adventure, which received the largest grant in the history of the Informal Science Division of the National Science Foundation.
Chat’s focus on climate change also led him to his current role as a Director on the Board of the One World One Ocean Foundation, an organization committed to increasing awareness of the delicate state of today’s oceans. Using the power of film, television, new media and grassroots education, OWOO strives to change the way people see and value the ocean — and motivate action to restore it.
Prior to launching Reynders, McVeigh, Chat served as a senior officer and director of new business at Lowell, Blake & Associates. He oversaw growth in assets under management at that firm from just over $200 million to nearly $700 million, and worked as a senior equity strategist to lead key institutional relationships, advising on more than $1 billion in outside assets. He previously served as Executive Director of The Whale Conservation Institute, the nation’s leading independent cetacean research center, which was founded under a grant from the MacArthur Foundation. Chat graduated from Princeton University with a degree in history. He currently sits on the advisory boards of Project Adventure and the MacGillivray Freeman Educational Foundation. He has been featured and published in numerous publications including the Wall Street Journal, Business Week and Forbes.
Tom Roche, CFA, Vice President of Operations & Client Service Director
Tom has been with Reynders, McVeigh since its founding days in 2005, beginning as a research analyst and an information management specialist, and now serving as the firm’s head trader and client service director. Prior to joining the firm, he spent six years as an analyst with Scudder Kemper Investments and Old Harbor Capital Management. He graduated from the College of the Holy Cross with a degree in economics.
George Rooks, Senior Equity Strategist & portfolio Manager
George was the founder, president, and chief portfolio manager of Heritage Capital Management, Inc. and served as a director and member of the capital strategies committee at Trillium Asset Management Corp. At The First National Bank of Boston, Mr. Rooks headed the pension portfolio department, supervising $7 billion in corporate pension funds, and was president of two divisions: First Capital Corporation of Boston and First Venture Capital Corporation of Boston. Mr. Rooks also co-managed the E.I. du Pont de Nemours Pension Fund, has served as a member of the finance committee at the Marblehead Arts Association and is a former trustee and treasurer of Cohen Hillel Academy of the North Shore. Mr. Rooks has been a director of Marland Mold, Inc., the Popular Credit Union of Peabody, Cambridge Analytical Associates, and the Jewish Federation of the North Shore. Mr. Rooks is a graduate of Bowdoin College, majoring in economics. He also earned an M.B.A. from Columbia University.
Eric Shrayer, CFA, Vice President & Research Director
Eric is our senior research analyst. He graduated from Tufts with a degree in biology and received his master’s degree in business, magna cum laude, from the Olin School of Business at Babson College. Before joining Reynders, McVeigh he spent nine years as a branch manager with Park Avenue Securities, a division of Guardian Life Insurance Company.
Susan Trask, Comptroller &Compliance Manager
Susan brings nearly twenty years of experience in real estate and the investment business to our enterprise. Susan worked for Babson-United and Boston Advisors for six years before joining Reynders, McVeigh.
Anne Wisotzkey, Client Service Coordinator
Anne has a bachelor’s degree in communication and psychology from Eastern Connecticut State University, and a master’s in corporate communication from Emerson College. She worked at GRT Capital Partners in Boston before joining Reynders, McVeigh.