Focus Areas
Jacqui partners with individuals, families, and endowments on investment strategy and legacy planning. She genuinely enjoys getting to know her clients – understanding what matters to them, what they value, and the legacy they hope to build – with a particular focus on values-driven and mission aligned portfolios.
Experience
Prior to joining Fiduciary, Jacqui served as a Portfolio Manager and Sustainability Strategist at Reynders, McVeigh Capital Management where she advised and managed investment portfolios for a diverse range of clients, helped lead the firm’s sustainability strategy, and served on the shareholder engagement team. She has also held roles across finance, sustainability, and energy, including Vice President and Private Client Advisor at Bank of America Private Bank, Senior Fellow at the Intentional Endowments Network, Senior Sales Manager at Gulf Oil, and Energy Advisor at Tradition Energy.
Community and Professional Involvement
Intentional Endowments Network – Steering Committee
Boston chapter of Women Investing for a Sustainable Economy (WISE) – Member and former Co-Chair
Invest for Better – Inaugural Co-Circle Leader
Meetperry – Member
Tomorrow’s Women Today – Executive Member
PJT Memorial Foundation – Volunteer
Bentley University – Adjunct professor, where she developed and taught an Introduction to ESG & Impact Investing course
Personal
Jacqui lives in the Greater Boston South Shore area with her husband and their two boys. Outside the office, you’ll find her on a folding chair at her kids’ games and activities, exploring new places, finding any excuse to be by the water, and firmly believing that the best way to experience a new culture is through its food.
