Ms. Kaser manages equity and balanced portfolios for individual and institutional clients. She is a member of the Investment Committee and focuses her research on the consumer discretionary and telecom services sectors. She is also a member of the ESG Research and Engagement Committee.
Prior to joining Boston Trust in 2012, Ms. Kaser worked for hedge fund New Generation Advisors and the Harvard Business School, for whom she authored case studies and developed teaching materials for an MBA course in business analysis and valuation. Previously, she worked as an investment officer at MFS Investment Management where she performed fundamental analysis on the chemical and restaurant industries, and at Loomis Sayles & Company where she served as a vice president and senior equity analyst covering equities within the consumer discretionary sector.
Ms. Kaser earned a BA in economics from the College of William & Mary and an MBA from The Wharton School of the University of Pennsylvania. She is a Certified Financial Planner®.