Mr. Caldwell is responsible for Boston Trust consultant and institutional client relationships. He is also an investment analyst for Boston Trust and Walden equity portfolio strategies and a member of the Investment Committee. He contributes to research and analysis in multiple sectors in addition to supporting the development and implementation of various quantitative research tools.
Prior to joining the firm as a marketing analyst in 2009, Mr. Caldwell worked as an analyst at State Street Global Advisors. He 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 Skidmore College and a MS in finance from Boston College.