Cfp® Csric

Roberto Figueiredo, CFP®, CSRIC®, is a Portfolio Manager at Reynders, McVeigh Capital Management, LLC in Boston, MA, where he advises on personalized investment portfolios and works directly with clients to develop and implement tailored investment strategies. He is responsible for asset allocation, tax-minimization, retirement and multi-generational planning, as well as incorporating both risk-based and banking solutions to meet a diverse set of client objectives.

Roberto specializes in equities and is actively involved in constructing and managing portfolios for both individuals and institutions, emphasizing sustainable and responsible investment (SRI) principles in his approach. His expertise covers traditional asset classes with a strong focus on integrating environmental, social, and governance (ESG) factors.

Prior to joining Reynders, McVeigh in 2021, Roberto spent over a decade at Bank of America Private Bank (previously U.S. Trust) as an Associate Portfolio Manager and subsequently Vice President, Portfolio Manager. He holds dual bachelor's degrees in global business and finance from Suffolk University Sawyer Business School and is distinguished by the CERTIFIED FINANCIAL PLANNER® and Chartered SRI Counselor® (CSRIC®) designations.