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Mr. Apfel is executive vice president, a member of the Board of Directors of Boston Trust, and a portfolio manager. Mr. Apfel is chair of the Investment Committee and the director of securities research, in which capacity he oversees all equity and fixed income research activity. He currently manages balanced and core equity portfolios, as well as the Walden Equity Fund (WSEFX). Mr. Apfel is responsible for research and analysis in the consumer staples sector and the insurance industry. He is also a member of the Portfolio Strategy and Corporate Governance Committees.
As the chair of the Investment Committee and managing director of Walden Asset Management, Mr. Apfel oversees the integration of ESG research into the investment process, as well as Walden’s shareholder engagement initiatives. He is also a member of the ESG Research & Engagement Committee.
Prior to joining Boston Trust in 1989, Mr. Apfel was an investment executive at Kidder, Peabody & Co. He 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. from Binghamton University, M.A. from Georgetown University and Ph.D. from Brown University, and was a Fulbright Scholar.
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