Managing Directors

 

Managing Director and Director of Equity Research
Managing Director and Chief Investment Officer
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
Senior Portfolio Manager
ESG Analyst
Portfolio Manager
Business Development Analyst
Securities Trader
Portfolio Manager
Investment Analyst
Investment Analyst
Director of ESG Shareowner Engagement
Portfolio Manager
Director of Trading
Portfolio Manager
Investment Analyst
Senior ESG Analyst

Client Service Managers

 

Manager, Client Relationships
Manager, Client Relationships
Manager, Client Relationships
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 Associate
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
Gregory B. Hynes, Portfolio Associate
Samantha Joyce, Portfolio Administrator
Thomas J. LaBarge, Portfolio Associate
Yulia Leonova, Finance Administrator
Catherine L. MacDonald, Operations Administrator
Helen Manning, Portfolio Associate
Anne B. Matusewicz, Business Development Associate
Matthew McKay, Compliance Associate
Regina R. Morgan, ESG Associate
Katrina L. Pelsue, Mutual Fund Administrator
Tammy Perry, Senior Operations Administrator
Tuan Pham, Systems Engineer
Kaled Rocha, Operations Associate
Kelly-Jo Rowan, Portfolio Administrator
Eileen Smith, Compliance Manager
Susan Thomas, Portfolio Associate
William G. Thompson, Jr., Compliance Analyst