Managing Directors


Executive Managing Director

Executive Managing Director

Managing Director

Managing Director

Managing Director
Executive Managing Director

Managing Director

Investment Professionals


Manager, Institutional Markets
Portfolio Manager
Director, Investor Services

Senior ESG Analyst

Portfolio Manager
Marketing Manager
Securities Trader
Portfolio Manager
Portfolio Manager

Portfolio Manager
Director of ESG
Shareowner Engagement
Portfolio Manager

Director of Trading
Portfolio Manager
Investment Analyst

Manager, ESG Integration

Client Service Managers


Director of Client Administration
Manager, Client Relationships
Manager, Client Relationships
Manager, Client Relationships

Corporate Managers


Associate General Counsel and Compliance Manager
Director of Operations
Director of Finance
Director of Risk Management &
General Counsel
Manager, Mutual Fund Administration
Manager of Investor Support
Senior Staff Consultant
Director of Information
Director of Human Resources

Additional Boston Trust & Walden Staff


Cassandra Antilus, Office Coordinator
Charles M. Bryant, Portfolio Administrator
Maliha Bukhari, Portfolio Associate
Andrew Chin, Portfolio Associate
Eileen Craven, Portfolio Associate
Damian Despotovski, Portfolio Associate
Meghan Doherty, Compliance Associate
Shirley J. Emerson, Compliance Administrator
Heather R. Ferris, Mutual Fund Administrator
Richard Guerrier , Operations Associate
William Harper, IT Analyst
Samantha Joyce, CFP®, Portfolio Administrator
Catherine L. MacDonald, Operations Administrator
Helen Manning, Portfolio Associate
Matthew McKay, Business Development Associate
Regina R. Morgan, ESG Associate
Antoine Nessralla, Compliance Associate
Mohaira Osman, ESG Associate
Tuan Pham, Senior Systems Engineer
Kaled Rocha, Operations Associate
William G. Thompson, Jr., Portfolio Associate
Yousaf Usman, Accounting Associate