|
Steve joined Boston Trust & Investment Management Company in 1996. He manages balanced, large cap and mid cap equity portfolios for both individuals and institutions, as well as the Boston Trust Mid Cap Fund. He is Associate Director of Securities Research and 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 B.A. in Economics from Tufts University and an M.B.A. from Boston University.
|
