Roberto C. Figueiredo

Roberto C. Figueiredo

Gestor de Cartera-Acciones en Reynders, McVeigh Capital Management LLC .

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Consumer Services

Perfil

Mr. Roberto C.
Figueiredo
is a Portfolio Manager at Reynders, McVeigh Capital Management LLC.
He is responsible for advising on personalized investment portfolios.
This includes assisting clients with establishing goals and objectives, working toward developing an appropriate overall strategy, formulating and implementing potential solutions, and conducting periodic reviews to help clients monitor progress toward reaching their initial goals and strategies.
In addition, he provides traditional guidance in the areas of asset allocation, tax-minimization strategies, retirement, and multi-generational strategies, from risk-based strategies to banking and lending needs.
He brings over 10 years of experience in portfolio management.
He began his career at Bank of America Private Bank as a portfolio manager associate before becoming a portfolio manager.
He received both his BA in global business and his BS in finance from Suffolk University Sawyer Business School.

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Gestor de Cartera-Acciones 01/06/2021
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Formación de Roberto C. Figueiredo.

Suffolk University Undergraduate Degree

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