Reynders McVeigh’s 6 Partner Promotions: Ignite Your Pipeline

🚀 Battle Card

🚀 Battle Card: Reynders, McVeigh Capital Management

• 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

• Adding six partners deepens in-house expertise and signals accelerated growth in sustainable wealth management. → Source

• Scaling collaborative investment research across an expanding leadership bench

• Automating client engagement workflows to match growing service demands

• Primary: Collaborative Knowledge Management Platform → Streamlined team onboarding & unified research access

• Expansion: Client Engagement CRM Integration → Personalized, automated investor communications

• HQ: Boston, MA

• Employees: ≈ 120

• Rev: ≈ $40 M

• Website: reyndersmcveigh.com

🤼 Competitive Intel

• 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

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑≈ TBD❑
OFFER_BRIEF   = ❑≈ TBD❑
PROOF_METRIC  = ❑≈ TBD❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑friendly❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
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

────────────────────────
TASK FOR CHATGPT
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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?