Jamie Taloumis
Portfolio Manager at Reynders Mcveigh Capital Management, LLC
About
Jamie Taloumis, CFA, is a Portfolio Manager at Reynders, McVeigh Capital Management, LLC, based in Boston, MA. In this role, Jamie is responsible for overseeing investment strategies, portfolio construction, and ongoing management for both individual and institutional clients. His work reflects deep expertise in mutual fund management and a command of data analytics tools including Bloomberg, as referenced by his over 13 years of experience in the field.
Jamie specializes in managing portfolios across equities and fixed income, with particular attention to fundamentally-driven strategies and ESG (Environmental, Social, and Governance) investing—a core focus of Reynders, McVeigh Capital Management. He follows multiple sectors with an emphasis on sustainable industries, clean technology, and socially responsible investments, helping shape client exposures in sectors aligned with long-term environmental and ethical objectives.
Prior to joining Reynders, McVeigh, Jamie held roles in the investment management industry focused on mutual fund analysis and portfolio management, establishing himself as a proven leader in asset allocation and risk management. He is a CFA charterholder, demonstrating advanced proficiency in financial analysis, ethics, and portfolio management. Jamie's notable contributions include advancing responsible investing practices and delivering solutions for long-term capital appreciation and risk mitigation for his clients.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Reynders, McVeigh Capital Management, Llc. | Portfolio Manager | Dec 2020 to Present | — |
| Captrust | Investment Associate | Sep 2019 to Dec 2020 | — |
| Boston Advisors, LLC | Portfolio Analyst | Apr 2018 to Sep 2019 | — |
| Boston Advisors, LLC | Portfolio Administrator | Nov 2012 to Apr 2018 | — |
| State Street | Fund Accountant | May 2011 to Nov 2012 | — |
| Massachusetts Small Business Development Center | Summer Intern | May 2010 to Sep 2010 | — |
Education
Isenberg School of Management, UMass Amherst
Bachelor of Business Administration, Finance
2007 — 2011
Burke Mountain Academy
2003 — 2007
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 |
| 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 | |
| Portfolio Manager | Boston, MA , United States |