Sign in
Lisa Chioffi

Lisa Chioffi

Senior Portfolio Manager at Reynders Mcveigh Capital Management, LLC

Boston, MA , United States

About

Lisa Chioffi is a Portfolio Manager at Reynders McVeigh Capital Management, LLC in Boston, MA, where she oversees investment portfolios for individuals, families, trusts, and charitable institutions. She specializes in equity research and portfolio management, applying her expertise to a wide client base with a focus on sustainable investing and long-term value creation. Her investment coverage includes domestic equities across multiple sectors, with an emphasis on integrating sustainability and responsible practices into client portfolios.

With over 20 years of experience in financial services, Lisa previously served as principal, co-director of research, and portfolio manager at Penobscot Investment Management for nine years. She has also held research and portfolio management roles at Massachusetts Investment Counsellors and Linsco Private Ledger/Infinity Group. Throughout her career, she has demonstrated leadership in both research and management capacities, and played a significant role in mentoring within the investment community.

Lisa holds a Bachelor of Science in Sustainable Agriculture from the University of Vermont and is a Chartered Financial Analyst (CFA). She is a past president of the Boston Economic Club, has served on the CFA Society Boston’s Career Development Committee, and is active in initiatives supporting sustainable food systems and professional development in finance. Her notable contributions include founding internship programs for aspiring investment professionals and assisting with early legislation on organic farming standards in Washington, DC.

Career History

OrganizationRoleDate RangeDetails
Reynders, McVeigh Capital Management, Llc.Senior Portfolio ManagerJan 2016 to Present
Portfolio Manager for endowments, foundations, special needs trusts, families, and individuals.
Penobscot Investment Management Company, Inc.PrincipalJan 2006 to Jan 2016
Portfolio Manager for endowments, foundations, special needs trusts, multi-generational trusts, and individuals.
Boston Economic ClubPresidentJan 2015 to Jan 2016
Massachusetts Investment CounsellorsPortfolio ManagerJul 2001 to Jul 2006
Infinity Group LinscoPortfolio Manager and TraderOct 1999 to Jul 2001

Education

Vermont

Bachelor of Science, Agriculture

1987 1991

Phillips Academy

Master of Arts

1983 1986

Phillips Academy Andover

Others at Reynders Mcveigh Capital Management, LLC (8)

NameRoleLocation
C
Carrie Endries
Senior Vice President and Director of Impact InvestmentsSomerville, MA , United States
Jamie Taloumis
Jamie Taloumis
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
Eric Sample
Eric Sample
Vice PresidentBoston, MA , United States
Jacquelyn Smith
Jacquelyn Smith
Portfolio ManagerBoston, MA , United States
Lisa Hessler
Lisa Hessler
Senior Portfolio ManagerBoston, MA , United States