Elaine R. Gillim, CFA Joins Boston Trust

Elaine R. Gillim, CFA Joins Boston Trust

Boston Trust & Investment Management Company is pleased to announce that Elaine R. Gillim, CFA has joined the firm as a Senior Wealth Advisor. Elaine will be working within the firm’s Wealth & Investment Management business unit, which provides financial advisory and investment management services to individuals and families as well as non-profit organizations, foundations, and endowments.

“We are delighted that Elaine has joined our Wealth & Investment Management team,” said Steve Amyouny, Executive Managing Director. “Elaine’s extensive experience in working with high net worth individuals and families complements our existing team of investment and client service professionals and deepens our ability to serve our clients well.”

“I am thrilled to join the talented team at Boston Trust and continue offering first-class investing and customer service to clients,” said Elaine. “The firm’s ability to offer clients socially responsible investment solutions that align with traditional investment objectives is an exciting next step for me.”

Elaine R. Gillim, CFA joined Boston Trust in July. Most recently, Elaine was a Managing Director and Senior Investment Advisor at Ballentine Partners where she provided investment management and financial planning advice to high net worth individuals. Previously, Elaine was a Senior Vice President and Portfolio Manager at Atlantic Trust where she worked with high net worth clients while also contributing to the firm’s investment process and operations. Elaine began her career as an Equity Analyst at Bank of America (Fleet Bank). Elaine earned her BA in Zoology, Magna Cum Laude, Phi Beta Kappa from the University of Vermont. Elaine is a member of the CFA Society Boston and the CFA Institute.

Link to bio: https://www.bostontrust.com/team/gillim-elaine/

By | 2018-08-17T16:32:12+00:00 August 15th, 2018|Categories: Firm News|