Profil
Ms. Elizabeth L.
Chioffi, CFA, is a Senior Portfolio Manager at Reynders, McVeigh Capital Management LLC.
She manages investment portfolios for individuals, families, trusts, and charitable institutions.
She has over 20 years of experience in financial services, primarily focused on equity research.
Prior to joining Reynders, McVeigh, Ms. Chioffi served as principal, co-director of research, and portfolio manager at Penobscot Investment Management for over nine years.
She recently served as president of the Boston Economic Club and is a past vice president of the Phillips Academy Alumni Council.
Ms. Chioffi has founded internship programs with two organizations and continues to serve as a mentor within the investment community.
She holds a Bachelor’s Degree in Sustainable Agriculture from the University of Vermont and assisted with early legislation on organic farming standards for the Senate Agriculture Committee.
Ms. Chioffi is a Chartered Financial Analyst (CFA®) charterholder and is a board member of the CFA Society of Boston and the Boston Economic Club.
Anciens postes connus de Lisa Chioffi
| Sociétés | Poste | Fin |
|---|---|---|
Penobscot Investment Management Co., Inc.
 Penobscot Investment Management Co., Inc. Investment ManagersFinance Founded in 1988, Penobscot Investment Management Co., Inc. is a registered investment advisor located in Boston, Massachusetts. The firm provides investment management services to individuals, families, trusts, retirement plans and nonprofit organizations. | Gestionnaire de Portefeuille-Actions | 01/01/2016 |
Reynders, McVeigh Capital Management LLC
 Reynders, McVeigh Capital Management LLC Investment ManagersFinance Reynders, McVeigh Capital Management LLC (RM) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Charlton “Chat” Reynders III and Patrick McVeigh in 2005. RM offers discretionary investment management services to separately managed accounts and acts as investment adviser to the Reynders, McVeigh Core Equity Fund, a mutual fund series of the Capitol Series Trust, a registered open-end management investment company. | Gestionnaire de Portefeuille-Actions | - |
Formation de Lisa Chioffi
| University of Vermont | Undergraduate Degree |
Expériences
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Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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| Entreprise privées | 2 |
|---|---|
Penobscot Investment Management Co., Inc.
Penobscot Investment Management Co., Inc. Investment ManagersFinance Founded in 1988, Penobscot Investment Management Co., Inc. is a registered investment advisor located in Boston, Massachusetts. The firm provides investment management services to individuals, families, trusts, retirement plans and nonprofit organizations. | Finance |
Reynders, McVeigh Capital Management LLC
Reynders, McVeigh Capital Management LLC Investment ManagersFinance Reynders, McVeigh Capital Management LLC (RM) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Charlton “Chat” Reynders III and Patrick McVeigh in 2005. RM offers discretionary investment management services to separately managed accounts and acts as investment adviser to the Reynders, McVeigh Core Equity Fund, a mutual fund series of the Capitol Series Trust, a registered open-end management investment company. | Finance |
