Lisa Hessler
Senior Portfolio Manager at Reynders Mcveigh Capital Management, LLC
About
Lisa Hessler was an accomplished investment manager and CFA charter holder based in Boston, Massachusetts, most recently serving as a portfolio manager (PM) at Reynders, McVeigh Capital Management, LLC. In this role, she was responsible for overseeing client portfolios with an emphasis on long-term, values-based investing, fostering deep client relationships, and guiding strategic asset allocation decisions. She was highly respected for her thoughtful approach to sustainable investing and commitment to mentoring the next generation of financial professionals.
Lisa’s sector focus included sustainable and responsible investment strategies, leveraging her background in sustainable agriculture policy and her experience on the U.S. Senate Agriculture Committee. Her investment expertise centered on environmentally conscious asset selection and supporting clients with interests in impact investing and ESG (environmental, social, and governance) criteria.
Before her transition to finance, Lisa earned a B.S. in Sustainable Agriculture from the University of Vermont and played a key policy role in the development of early 1990s U.S. agricultural legislation. She was recognized for advancing women in finance, serving as president of the Boston Economic Club, and establishing mentorship initiatives and internship programs to support diversity and inclusion within the investment industry.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Reynders, McVeigh Capital Management, LLC. | Senior Portfolio Manager | Jan 2016 to Jan 2023 | Portfolio Manager for endowments, foundations, special needs trusts, families, and individuals. |
| Penobscot Investment Management | Principal and Co-Director of Research | Jan 2006 to Jan 2016 | — |
| Boston Economic Club | President | Jan 2015 to Jan 2016 | — |
| Massachusetts Investment Counsellors | Portfolio Manager | Jul 2001 to Jul 2006 | — |
| Infinity Group - Linsco Private Ledger | Portfolio Manager and Trader | Oct 1999 to Jul 2001 | — |
Education
Chartered Financial Analyst
CFA
National Association of Securities Dealers
Series 65 Licensed, (Formerly Series 7)
2001 Present
University of Vermont
Sustainable Agriculture
Phillips Academy Andover
Others at Reynders Mcveigh Capital Management, LLC (8)
| Name | Role | Location |
|---|---|---|
C Carrie Endries | Senior Vice President and Director of Impact Investments | Somerville, MA , United States |
| Portfolio Manager | Boston, MA , 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 |
| Vice President | Boston, MA , United States | |
| Portfolio Manager | Boston, MA , United States |