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Bill joined Boston Trust & Investment Management Company in 1989. He is Director of Securities Research, as well as Managing Director of Walden Asset Management, the socially responsive investment division of Boston Trust. He manages portfolios for both institutional and individual clients, serves as chair of the Investment Committee and oversees the entire securities research effort. He also serves on the Portfolio Strategy Committee and is a Director of Boston Trust. Prior to joining Boston Trust, Bill was an Investment Executive at Kidder, Peabody & Co.
Bill holds the Chartered Financial Analyst designation and is a member of the Boston Security Analysts Society and the CFA Institute. He earned a BA from Binghamton University, MA from Georgetown University and Ph.D. from Brown University.
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