|
Steve joined Boston Trust & Investment Management Company in 1996. He manages large cap and balanced portfolios for both individuals and institutions, including those with socially responsible and/or sustainable objectives. He also manages growth and mid cap equity portfolios. He is Associate Director of Securities Research and is a member of the Investment and Portfolio Strategy Committees. Prior to joining Boston Trust, Steve served as a Trust Officer in BayBank’s Personal Trust Division.
Steve holds the Chartered Financial Analyst designation and is a member of the Boston Security Analysts Society and the CFA Institute. He earned a BA in Economics from Tufts University and an MBA from Boston University.
|
