Managing Directors


Executive Managing Director

Executive Managing Director

Managing Director

Managing Director
Managing Director
Executive Managing Director

Managing Director

Investment Professionals


Manager, Institutional Markets
Portfolio Manager
Director, Investor Services

Portfolio Manager
Marketing Manager
Securities Trader
Portfolio Manager
Portfolio Manager

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, Client Relationships

Corporate Managers


Director of Finance
Director of Risk Management &
General Counsel
Manager, Mutual Fund Administration
Director of Operations
Director of Information
Director of Human Resources

Additional Boston Trust & Walden Staff


Cassandra Antilus, Office Coordinator
Thomas J. Boland, JD, Associate General Counsel and Compliance Manager
Charles M. Bryant, Portfolio Administrator
Andrew Chin, Portfolio Associate
Karen Corbosiero, Senior Operations Administrator
Eileen Craven, Portfolio Associate
Meghan Doherty, Compliance Associate
Shirley J. Emerson, Compliance Administrator
Heather R. Ferris, Mutual Fund Administrator
William Harper, IT Analyst
Valerie Henry, CFP®, CSOP, Senior Operations Analyst
Samantha Joyce, Portfolio Administrator
Catherine L. MacDonald, Operations Administrator
Helen Manning, Portfolio Associate
Matthew McKay, Business Development Associate
Regina R. Morgan, ESG Associate
Antoine Nessralla, Compliance Associate
Tammy Perry, CIPM, Senior Operations Administrator
Tuan Pham, Senior Systems Engineer
Kaled Rocha, Operations Associate
Susan Thomas, Portfolio Associate
William G. Thompson, Jr., Portfolio Associate
Usman Yousaf, Accounting Associate