Team Bios

Fresh Pond Capital's work is made possible by a team of dedicated staff from Reynders, McVeigh Capital Management, and the following Fresh Pond Capital employees:

Maria Egan, MBA, Portfolio Manager & Shareholder Engagement Manager

Maria implements investment strategies for clients that align with their individual needs and values. She also helps clients understand their portfolios through financial literacy. Further, Maria advises the trust department of a major law firm using Reynders, McVeigh's macroeconomic outlook coupled with proprietary independent research to best suit each underlying client's needs. Maria provides additional research expertise in the burgeoning private impact investments space, where capital is allocated to prove that measurable social impacts can be coupled with financial returns. Maria also directs the Firm's shareholder engagement, which includes submitting shareholder proposals to companies, voting proxies, and participating in industry peer groups.

Maria was featured on Bloomberg Radio speaking about Reynders, McVeigh's socially responsible investment strategy. Maria is a Registered Investment Advisor Representative with her FINRA Series 65 License. She holds a B.A. in Management from Clark University and an M.B.A. from Clark University. She holds a Certificate in Community Development Finance from the Carsey School of Public Policy at the University of New Hampshire, the first program in this space, and participated in Rutgers Business School's Corporate Social Responsibility Certificate Program.

Maria is a Transformative Culture Project board member and is a mentor to the Social Innovation Forum's social entrepreneur accelerator and nonprofit accelerators. She is on the Coastal Enterprise, Inc. advisory board and sits on The Boston Foundation's Professional Advisors Network. She ran the Boston Marathon for St. Francis House, which provides shelter and rehabilitation programs for the homeless, and is a volunteer home builder for Project Mexico and St. Innocent Orphanage. In her free time, Maria enjoys running, traveling and visiting her family in Maine. Maria lives with her husband Brian in downtown Boston.

Carrie A. Endries, Ph.D., Senior Portfolio Manager & Director of Impact Investments

Carrie advises on more than $350 million in assets for individuals, families and foundations at Reynders McVeigh. She is an Investment Committee Member, and also directs the Firm's private impact investment work, researching and recommending private placement impact investments to all interested clients at RMCM. Carrie brings over 15 years of experience as a researcher, teacher, and investment professional to our socially progressive investment work. She graduated from Bowdoin College and earned a Ph.D. in Modern Latin American History from Harvard University.

Dedicated to the non-profit and impact communities, Carrie is the current Board Chair at Camp Starfish, a program for emotionally and behaviorally challenged kids, and a Board Member at the innovative Jewish Studio Project. She enjoys mentoring social impact entrepreneurs through the Social Innovation Forum's impact accelerator, and serves as a Professional Advisor to the Cambridge Community Foundation. In the past, she has worked with organizations in microfinance and is a current member of the Boston Economic Club. Carrie lives with her husband and daughter in Somerville, where they are active in supporting local food and business in their vibrant urban community.

Julie McVeigh, CFA, Vice President of Reynders, McVeigh & Managing Director of Fresh Pond Capital

Julie is a co-founder and managing director of Fresh Pond Capital. Julie has worked in socially responsible investing since 1998 and has had a particular interest in sustainable agriculture; financial literacy; and social, economic and racial justice. With these priorities, Julie leads Fresh Pond Capital working with clients to build portfolios with a social impact.

Before joining the investment field, Julie worked as a community organizer for MASSPIRG and the Sierra Club. Julie actively supports local agriculture through her work with Waltham Fields Community Farm and The Food Project. She is a Tracy Donor, a committed volunteer and an active alumna of Resource Generation (an organization working with a community of individuals who are under 35 years old and committed to using their privilege for justice), and is involved with the Slow Money Alliance building communities that invest in their local food systems.

Julie graduated summa cum laude with honors from Bowdoin College with a double major in history and women's studies.

Amy Qiu, Portfolio Manager

Amy is a member of Fresh Pond Capital, a division of Reynders, McVeigh that helps clients build portfolios with a social impact. Prior to joining the firm, Amy worked at Athena Capital Advisors as an Associate Portfolio Manager and at Morgan Stanley as a Financial Advisor. She is a FINRA Registered Investment Advisor Representative with experience in managing assets for impact-focused clients, family foundations, corporate retirement plans and individuals.

Amy graduated from Brandeis University with a B.A. in Economics and M.A. in Finance. She volunteers with the National Association of Asian American Professionals Boston and is currently the VP of Community Engagement. She has served on the boards of two nonprofit organizations: New Leaders Council Maine and Arlington Center for the Arts. Amy is interested in community service, start-ups and innovative ideas, and health and wellness.

Emily Schweitzer, Client Service Associate

Emily supports Fresh Pond Capital clients through account opening, asset movement, alternative investment vetting and coordination, and shareholder activism. She also supports the Managing Director of Fresh Pond Capital through communications coordination, operations, record keeping, and coordinating strategic projects of the Fresh Pond Capital team. Prior to joining Fresh Pond Capital, Emily served as the Senior Project Manager at Coalesce for two years, where she worked with higher education institutions and private K-12 schools to build cohesive and enduring sustainability initiatives on campuses. The engagement-centric approach to these projects involved students, faculty, staff, administrators, and trustees in the process to weave sustainability into campus culture. Emily also coordinated the company's podcast Coalesce. Earth, consisting of interviews with sustainability experts. Additionally, she participated in the Farm and Sea to Campus Institution working group as well as the Northeast Campus Sustainability Consortium (NECSC).

Emily holds a Bachelor of Arts in Global Environmental Studies and a Master of Arts in International Development and Social Change both from Clark University, with a focus on agricultural policy and its economic, social, and environmental impacts at the local, national, and international levels. Emily is also a CFA Investment Foundations certificate holder and a certified Living Environments in Natural, Social and Economic Systems ("LENSES") Facilitator. Emily's interests include mindfulness, emotional intelligence, nutrition, Pilates and Gyrotonic, new economies, sustainable agriculture, and visiting her family in Northampton and Hadley, Massachusetts.

© 2010 Fresh Pond Capital (a division of Reynders, McVeigh Capital Management, LLC) | 121 High Street, 4th Floor, Boston, MA 02110 | phone 617-226-3339 | fax 617. 226. 9998