Reynders McVeigh’s 6 Partner Promotions: Ignite Your Pipeline
Reynders McVeigh Capital Management just promoted six partners. Use this sales trigger to light up your pipeline. Get pain points, pitch angles & next touches to close faster.
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🚀 Battle Card
🚀 Battle Card: Reynders, McVeigh Capital Management
Quick trigger:
Use this Reynders, McVeigh Capital Management sales trigger to position your pitch around leadership growth.
👤 Decision Maker in the News
- Sue Bremer, Partner, Chief Financial Officer
- Maria Demetra Egan, Partner, Director of Financial Advising and Shareholder Engagement
- Carrie Endries, Partner, Director of Wealth Management and Impact
- Tom Roche, Partner, Director of Institutional Wealth Services
- Eric Sample, Partner, Director of Investment Strategy
- Eric Shrayer, Partner, Director of Research
💡 Why It Matters
- Adding six partners deepens in-house expertise and signals accelerated growth in sustainable wealth management. → Source
🎯 Core Pain Point
- Scaling collaborative investment research across an expanding leadership bench
- Automating client engagement workflows to match growing service demands
💰 What to Pitch
- Primary: Collaborative Knowledge Management Platform → Streamlined team onboarding & unified research access
- Expansion: Client Engagement CRM Integration → Personalized, automated investor communications
🗺️ Quick Context
- HQ: Boston, MA
- Employees: ≈ 120
- Rev: ≈ $40 M
- Website: reyndersmcveigh.com
🤼 Competitive Intel
Which other vendors you’ll probably face to win Reynders, McVeigh’s business.
- FactSet — Portfolio Analytics / Research
- Unique edge: Comprehensive global data & analytics
- Evaluated by Investment Strategy & Research teams
- BlackRock Aladdin — Risk Management / Portfolio Mgmt
- Unique edge: Enterprise-scale risk modeling
- Evaluated by CFO & Ops for compliance oversight
- Envestnet — WealthTech / CRM
- Unique edge: Integrated adviser-client engagement suite
- Evaluated by Director of Financial Advising for client reporting
- Salesforce Financial Services Cloud — Client Engagement / CRM
- Unique edge: Customizable workflows & Einstein AI insights
- Evaluated by Operations & Shareholder Engagement for scalability
✅ Do-Now Checklist
Generate email + DM with the Copy-My-Prompt block (Step 7) leveraging this Reynders, McVeigh Capital Management sales trigger
Schedule follow-ups in CRM (Day 3 & Day 10)
Next Step
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🧠 Copy My Prompt for Personalized Cold Outreach
────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY = ❑≈ TBD❑
OFFER_BRIEF = ❑≈ TBD❑
PROOF_METRIC = ❑≈ TBD❑
CTA_STYLE = ❑quick_call❑
TONE = ❑friendly❑
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📌 TARGET COMPANY
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NAME = Sue
COMPANY = Reynders, McVeigh Capital Management
DEPT = Finance
SIZE = ≈ TBD
BOTTLENECK = Scaling collaborative investment research across an expanding leadership bench
EVENT = Promotes Six to Partner
DETAIL = Promotes Six to Partner, Reflecting Firm’s Strength and Growth
PAIN = Scaling collaborative investment research across an expanding leadership bench
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20251016065978&div=41152219
SIM_CO = ≈ TBD
WIN_METRIC = ≈ TBD
NEXT_SIZE = ≈ TBD
EMP_EST = ≈ 120
REV_EST = ≈ $40M
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TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: ≈ TBD-person Finance
Sue—noticed your Finance team is ≈ TBD.
That’s when Scaling collaborative investment research across an expanding leadership bench slows growth.
We helped ≈ TBD fix this with ≈ TBD.
Result: ≈ TBD.
Quick call?
PS—next bottleneck hits ≈ TBD.
DM ≤45 words, TONE:
Saw your post about Promotes Six to Partner, Reflecting Firm’s Strength and Growth — Scaling collaborative investment research across an expanding leadership bench.
≈ TBD. ≈ TBD.
Quick chat?