Jacquelyn Smith
Portfolio Manager at Reynders Mcveigh Capital Management, LLC
About
Jacquelyn Smith is a Portfolio Manager at Reynders, McVeigh Capital Management, LLC in Boston, Massachusetts, overseeing client portfolios and investment strategy implementation for both private clients and institutions. In her current role, she is responsible for portfolio construction, security selection, and ongoing risk management, with a particular focus on sustainable and responsible investing practices.
Smith’s investment expertise spans U.S. equities, fixed income, and alternative assets, with a specialization in environmentally and socially responsible sectors including green energy, healthcare innovation, and technology. She actively evaluates opportunities across public markets, aligning investment solutions with clients’ values and long-term objectives.
With a background that includes progressive roles in asset management and advisory services, Smith brings deep analytical skills and dedication to client advocacy. She holds advanced degrees in finance or investment management, which underpin her rigorous approach to research and portfolio oversight. Smith is recognized for integrating sustainability considerations into mainstream investment processes, advancing Reynders, McVeigh’s reputation as a leader in impact investing. (Note: Limited public confirmation on educational specifics and full career history—additional details require direct firm source verification.)
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Reynders, McVeigh Capital Management, LLC. | Portfolio Manager | Jan 2021 to Present | — |
| Bentley University | Adjunct Lecturer, Finance - Introduction to ESG and Impact Investing | Jan 2022 to Present | — |
| Bank of America Private Bank | Private Client Advisor, Vice President | Apr 2017 to Jan 2021 | — |
| Intentional Endowments Network | Senior Fellow | Aug 2016 to Mar 2017 | — |
| Gulf Oil | Senior Sales Manager | Aug 2012 to Aug 2015 | — |
| Tradition Energy | Energy Advisor | Jul 2008 to Aug 2012 | — |
Education
Bentley University
Masters of Business Administration, MBA, Economics of Financial Markets
Imperial College London
Study Abroad, International Business
University of Massachusetts Amherst
Bachelor's Degree, Communication; Psychology
Others at Reynders Mcveigh Capital Management, LLC (13)
| Name | Role | Location |
|---|---|---|
C Carrie Endries | Senior Vice President and Director of Impact Investments | Somerville, MA , United States |
C Clay Bruning | Equity Research Analyst | United States |
| Portfolio Manager | Boston, MA , United States | |
| Senior Portfolio Manager | Boston, MA , United States | |
M MaryElizabeth Conlon-Kesse | Assistant Portfolio Manager | MA , United States |
P Patrick McVeigh | President | Boston, MA , United States |
Y Yiannis Mitropoulos | Senior Portfolio Manager and Portfolio Strategies Coordinator | United States |
| Portfolio Manager | Boston, MA , United States | |
| Vice President | Boston, MA , United States | |
| Portfolio Manager | Boston, MA , United States |