Sign in

You're signed outSign in or to get full access.

Ryan Boudreau

Ryan Boudreau

Portfolio Manager at Reynders Mcveigh Capital Management, LLC

Boston, MA , United States

About

Ryan Boudreau is a Portfolio Manager at Reynders, McVeigh Capital Management, LLC, based in Boston, Massachusetts. In this role, he is responsible for crafting and managing personalized investment strategies tailored to clients' financial goals, with a strong emphasis on asset allocation, portfolio construction, retirement, and long-term planning. He provides ongoing guidance through changing market conditions and helps clients navigate all aspects of wealth management.

Before joining Reynders, McVeigh, Ryan served as a Portfolio Manager - Vice President at Bank of America Private Bank, where he advised high-net-worth individuals on a broad range of investment solutions and financial strategies. He also gained earlier experience as a Portfolio Manager Associate at Bank of America, further honing his expertise in serving private clients.

Ryan holds a BSBA in Finance from Elon University, underpinning his thorough knowledge of the financial markets. His core investment focus includes equity and fixed income strategies for wealthy individuals and families, with demonstrated experience in portfolio customization and client-centric advisory.

Career History

OrganizationRoleDate RangeDetails
Reynders, McVeigh Capital Management, LLC.Portfolio ManagerAug 2022 to Present
Bank of America Private BankPortfolio Manager - Vice PresidentApr 2021 to Aug 2022
Bank of America Private BankPortfolio Manager AssociateJan 2016 to Apr 2021
Assistant Vice President Bank of America Private Bank
Elon UniversityGap Program Student CoordinatorAug 2012 to Dec 2015
Elon UniversityExecutive Intern at the Office of Admissions and Financial PlanningApr 2014 to May 2015
JPMorgan Chase & Co.CADP Summer AnalystJun 2015 to Aug 2015

Education

Elon University

BSBA, Finance

2012 2016

Skills & Expertise

Facebook
Leadership
Microsoft Office
Teamwork
Microsoft Word
PowerPoint
Social Media
Microsoft Excel
Social Networking
Bloomberg
FactSet
Customer Service
Windows
Access

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
Jamie Taloumis
Jamie Taloumis
Portfolio ManagerBoston, MA , United 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
Showing 1-10 of 13 team members

Similar Fund Managers

NameRoleFundLocation
C
Cheryl Smith
Economist and Portfolio ManagerTrillium Asset Management, LLCBoston, MA , United States
Ian Wolf
Ian Wolf
Research AnalystTrillium Asset Management, LLCBoston, MA , United States
Ajit Kumar
Ajit Kumar
Portfolio ManagerLMCG Investments, LLCNew York, NY , United States
Andreas Eckner
Andreas Eckner
Portfolio Manager, PartnerLMCG Investments, LLCUnited States