Christian
Mahoney

Reynders, Mcveigh Capital Management, LLC

CRD#7260116
Investment Advisor
in Boston, MA

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About this Advisor

Christian Mahoney is a financial advisor based in Boston, Massachusetts, working with Reynders, Mcveigh Capital Management, LLC. Christian has previously held positions at Reynders, Mcveigh Capital Management, LLC, Carson Wealth Management, University Of Massachusetts Amherst, Boston Latin School, William J Devine Golf Course, Ymca Hale Reservation, West On Centre Restaurant, Bertuccis Restaurant Amherst, Hampshire Dining Hall Umass Amherst, N-Of-One Inc, and Everest Insurance. Christian has passed the Series 65 regulatory exam and is registered to provide services in Massachusetts. Currently, Christian is part of Reynders, Mcveigh Capital Management, LLC, which operates out of Boston, Massachusetts. The firm has 36 employees and manages assets totaling $3.7 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for institutional clients. The fee structure at Reynders, Mcveigh Capital Management, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

10 Post Office Square Suite N1010
Boston, MA 02109

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Reynders, Mcveigh Capital Management, LLC Brokerage Details

Total Assets Under Management

$3,654,847,964

MA Average: $16,012,751,954
Total Number of Employees

36

MA Average: 118
Total Number of Accounts

757

MA Average: 4,567
Average Account Size

$4,828,069

MA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients

Christian Mahoney Work History

2020 - Present (5 years)

Reynders, Mcveigh Capital Management, LLC

2020 - 2020 (< 1 year)

Carson Wealth Management

2019 - 2019 (< 1 year)

Everest Insurance

2018 - 2018 (< 1 year)

N-Of-One Inc

2017 - 2017 (< 1 year)

Bertuccis Restaurant Amherst

2017 - 2017 (< 1 year)

Hampshire Dining Hall Umass Amherst

2016 - 2020 (4 years)

University Of Massachusetts Amherst

2015 - 2015 (< 1 year)

William J Devine Golf Course

2015 - 2020 (5 years)

West On Centre Restaurant

2014 - 2014 (< 1 year)

Ymca Hale Reservation

2010 - 2016 (6 years)

Boston Latin School

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Disclosures

Please visit the SEC profile of Christian Mahoney to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Reynders, Mcveigh Capital Management, LLC

Jennifer Yousif
Boston, MA
Louisa Jacquinto
Boston, MA
Clay Bruning
Boston, MA
Ryan Kreatz
Boston, MA
Eric Sample
Boston, MA
Anna Finklestein
Boston, MA
Ryan Boudreau
Boston, MA
Jacquelyn Smith
Boston, MA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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