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Jamie Taloumis

Jamie Taloumis

Portfolio Manager at Reynders Mcveigh Capital Management, LLC

Boston, MA , United States

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

OrganizationRoleDate RangeDetails
Reynders, McVeigh Capital Management, Llc.Portfolio ManagerDec 2020 to Present
CaptrustInvestment AssociateSep 2019 to Dec 2020
Boston Advisors, LLCPortfolio AnalystApr 2018 to Sep 2019
Boston Advisors, LLCPortfolio AdministratorNov 2012 to Apr 2018
State StreetFund AccountantMay 2011 to Nov 2012
Massachusetts Small Business Development CenterSummer InternMay 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)

NameRoleLocation
C
Carrie Endries
Senior Vice President and Director of Impact InvestmentsSomerville, MA , United States
C
Clay Bruning
Equity Research AnalystUnited 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
Jacquelyn Smith
Jacquelyn Smith
Portfolio ManagerBoston, MA , United States
James Jurgens
James Jurgens
Portfolio ManagerBoston, MA , United States
Showing 1-10 of 13 team members