Managing Directors

 

Managing Director and
Chief Investment Officer

Managing Director

Managing Director
Managing Director
Managing Director and
Director of Small Cap Investing

Managing Director and
Director of ESG Research

Investment Professionals

 

Investment Analyst
Portfolio Manager
Portfolio Manager

Portfolio Manager

Portfolio Manager
Business Development Analyst
Securities Trader
Portfolio Manager
Investment Analyst

Portfolio Manager
Director of ESG
Shareowner Engagement
Portfolio Manager

Director of Trading
Portfolio Manager
Investment Analyst

Senior ESG Analyst

Client Service Managers

 

Director of Client Administration
Manager, Client Relationships
Manager, Client Relationships
Manager, Mutual Fund Administration
Manager, Client Relationships

Corporate Managers

 

Director of Finance
Director of Risk Management &
Trust Counsel
Director of Operations
Director of Information
Technology
Director of Human Resources

Additional Boston Trust & Walden Staff

 

Cassandra Antilus, Office Coordinator
Charles M. Bryant, Portfolio Administrator
Karen Corbosiero, Senior Operations Administrator
Eileen Craven, Portfolio Associate
Shirley J. Emerson, Compliance Administrator
Steven Evans, Finance/Compliance Associate
Heather R. Ferris, Mutual Fund Administrator
William Harper, IT Analyst
Valerie Henry, CFP®, CSOP, Senior Operations Analyst
Samantha Joyce, Portfolio Administrator
Thomas J. LaBarge, CFA, Portfolio Associate
Yulia Leonova, Finance Administrator
Catherine L. MacDonald, Operations Administrator
Helen Manning, Portfolio Associate
Matthew McKay, Compliance Associate
Regina R. Morgan, ESG Associate
Krista Peace, Portfolio Associate
Tammy Perry, Senior Operations Administrator
Tuan Pham, Senior Systems Engineer
Kaled Rocha, Operations Associate
Eileen Smith, Compliance Manager
Susan Thomas, Portfolio Associate
William G. Thompson, Jr., Compliance Analyst