Mr. Caldwell is an investment analyst for Boston Trust and Walden’s equity portfolio strategies and a member of the Investment Committee. He contributes research and analysis in a variety of sectors in addition to supporting the development and implementation of various quantitative research tools. Mr. Caldwell also contributes to client relationship management with Taft Hartley clients and supports business development activities.
Prior to joining Boston Trust as a marketing analyst in 2009, Mr. Caldwell worked as an analyst at State Street Bank & Trust. He holds the Chartered Financial Analyst® designation, and is a member of the Boston Security Analysts Society and the CFA Institute. He earned a BS from Skidmore College and an MS in finance from Boston College.