Steve began his investment career in 1988 and joined Boston Trust in 1996. He became a Managing Director and a member of the Board of Directors in 2009, and Executive Managing Director in 2017. In his current role, he shares overall responsibility for the day to day management of the entire firm. As a Portfolio Manager, Steve works on the Balanced, Large Cap and Mid Cap strategies, and oversees portfolios for many institutional and individual clients. He also manages the Boston Trust Midcap Fund (BTMFX) and Walden Midcap Fund (WAMFX). Steve previously directed the firm’s securities research efforts for ten years, and continues to serve on the firm’s Securities Research and Investment Policy Committees.
Prior to joining Boston Trust, Steve worked as a Trust and Investment Officer in BayBank’s personal trust division. He earned a BA in Economics from Tufts University and an MBA from Boston University. He holds the Chartered Financial Analyst® designation, and is a member of the CFA Society Boston and the CFA Institute.