Lisa Chioffi
Senior Portfolio Manager at Reynders Mcveigh Capital Management, LLC
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
| Organization | Role | Date Range | Details | 
|---|---|---|---|
| Reynders, McVeigh Capital Management, Llc. | Senior Portfolio Manager | Jan 2016 to Present | Portfolio Manager for endowments, foundations, special needs trusts, families, and individuals. | 
| Penobscot Investment Management Company, Inc. | Principal | Jan 2006 to Jan 2016 | Portfolio Manager for endowments, foundations, special needs trusts, multi-generational trusts, and individuals. | 
| Boston Economic Club | President | Jan 2015 to Jan 2016 | — | 
| Massachusetts Investment Counsellors | Portfolio Manager | Jul 2001 to Jul 2006 | — | 
| Infinity Group Linsco | Portfolio Manager and Trader | Oct 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)
| Name | Role | Location | 
|---|---|---|
| CCarrie Endries | Senior Vice President and Director of Impact Investments | Somerville, MA , United States | 
| Portfolio Manager | Boston, MA , United States | |
| MMaryElizabeth Conlon-Kesse | Assistant Portfolio Manager | MA , United States | 
| PPatrick McVeigh | President | Boston, MA , United States | 
| YYiannis Mitropoulos | Senior Portfolio Manager and Portfolio Strategies Coordinator | United States | 
| Vice President | Boston, MA , United States | |
| Portfolio Manager | Boston, MA , United States | |
| Senior Portfolio Manager | Boston, MA , United States |