Maria Dematra Egan

Portfolio Manager & Shareholder Engagement Manager at Reynders, McVeigh Capital Management LLC

Maria Dematra Egan

Maria Dematra Egan

Portfolio Manager & Shareholder Engagement Manager at Reynders, McVeigh Capital Management LLC

Biography

Ms. Maria D. Egan is Portfolio Manager & Shareholder Engagement Manager at Reynders, McVeigh Capital Management LLC. She implements investment strategy for clients while aligning a fiduciary responsibility to their individual needs and values. She also helps clients understand their portfolios through financial literacy. She advises the trust department of a major law firm using firm's macroeconomic outlook coupled with proprietary research to best suit each underlying client's needs. She provides additional research expertise in the burgeoning direct impact investments space, where capital is allocated to prove that measurable social impacts can be coupled with financial returns. She 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. Ms. Egan was previously employed as a Principal by EUSA Liquidation, Inc. and a Principal by Reliant Medical Group, Inc. She holds a B.A. in Management from Clark University, an M.B.A. from Clark University. She is a Registered Investment Advisor Representative with her FINRA Series 65 License.

Overview
RelSci Relationships

39

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Vice President & Research Director at Reynders, McVeigh Capital Management LLC

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Portfolio Manager & Portfolio Strategies Coordinator at Reynders, McVeigh Capital Management LLC

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Portfolio Manager & Fixed Income Strategies Coordinator at Reynders, McVeigh Capital Management LLC

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Managing Director at Reynders, McVeigh Capital Management LLC

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Vice President of Reynders, Mcveigh & Managing Director of Fresh Pond Capital at Reynders, McVeigh Capital Management LLC

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Chief Operating Officer at Reynders, McVeigh Capital Management LLC

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Co-Founder at Reynders, McVeigh Capital Management LLC

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Co-Founder at Reynders, McVeigh Capital Management LLC

Relationship likelihood: Average

Portfolio Manager & Senior Equity Strategist at Reynders, McVeigh Capital Management LLC

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Senior Portfolio Manager & Director of Impact Investments at Reynders, McVeigh Capital Management LLC

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Maria Dematra Egan
Portfolio Manager & Shareholder Engagement Manager at Reynders, McVeigh Capital Management LLC
Education

Clark University is a private research university and liberal arts college in Worcester, Massachusetts. Founded in 1887, it is the oldest educational institution founded as an all-graduate university. Clark now also educates undergraduates. Clark University was founded by American businessman Jonas Gilman Clark in 1887. He started the university with a million dollars, and later added another million dollars to the fund because he feared the university might someday face a lack of funds. It was opened on October 2, 1889 as the first all-graduate university in the United States

Career History
Portfolio Manager & Shareholder Engagement Manager
Current

Reynders McVeigh incorporates social factors holistically throughout their research process and focuses on investments in areas of positive global change and progressive disruption across industries. The firm does not merely exclude equities based on social screens. Rather, their approach to sustainable investing starts by “screening in” innovative companies with long-term growth opportunities, strong balance sheets, and leadership teams that put a priority on ethics and transparency. Reynders McVeigh seeks to make investments at what they believe is a discount to intrinsic value. The firm combines bottom-up stock selection with top-down emphasis on long-term trends. Reynders McVeigh relies on their own internal research, and maintains a disciplined investment process that is designed to challenge assumptions and to bring their best ideas into portfolios.Reynders McVeigh’s investment strategy is growth at a reasonable price (GARP). This investment strategy is implemented consistently across individual portfolios, although the allocation to each asset class may differ according to the particular objectives and constraints of each client. The firm may invest a client’s assets in a wide range of securities including, but not limited to: equity securities; fixed-income securities; traditional registered funds (including mutual funds and closed-end funds); and ETFs. In addition, Reynders McVeigh may invest a portion of a client’s allocation in alternative investments.

Professional
Prior

Fallon Clinic is a multidisciplinary medical center and part of Reliant Group, one of the most dynamic and progressive health care organizations in the country.

Professional
Prior

EUSA Liquidation, Inc., a subsidiary of EDOB Abwicklungs AG, is a company headquartered in New York, NY, that sells womens clothes and accessories.

Other Affiliations
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