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Jacquelyn Smith

Jacquelyn Smith

Portfolio Manager at Reynders Mcveigh Capital Management, LLC

Boston, MA , United States

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

OrganizationRoleDate RangeDetails
Reynders, McVeigh Capital Management, LLC.Portfolio ManagerJan 2021 to Present
Bentley UniversityAdjunct Lecturer, Finance - Introduction to ESG and Impact InvestingJan 2022 to Present
Bank of America Private BankPrivate Client Advisor, Vice PresidentApr 2017 to Jan 2021
Intentional Endowments NetworkSenior FellowAug 2016 to Mar 2017
Gulf OilSenior Sales ManagerAug 2012 to Aug 2015
Tradition EnergyEnergy AdvisorJul 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)

NameRoleLocation
C
Carrie Endries
Senior Vice President and Director of Impact InvestmentsSomerville, MA , United States
C
Clay Bruning
Equity Research AnalystUnited States
Jamie Taloumis
Jamie Taloumis
Portfolio ManagerBoston, MA , United States
Lisa Chioffi
Lisa Chioffi
Senior Portfolio ManagerBoston, MA , United States
M
MaryElizabeth Conlon-Kesse
Assistant Portfolio ManagerMA , United States
P
Patrick McVeigh
PresidentBoston, MA , United States
Y
Yiannis Mitropoulos
Senior Portfolio Manager and Portfolio Strategies CoordinatorUnited States
Cfp® Csric
Cfp® Csric
Portfolio ManagerBoston, MA , United States
Eric Sample
Eric Sample
Vice PresidentBoston, MA , United States
James Jurgens
James Jurgens
Portfolio ManagerBoston, MA , United States
Showing 1-10 of 13 team members