Boston Trust & Investment Management Company
Description
Founded: 1960 CFO: Jennifer Ellis Associate general counsel: Thomas J. Boland (Compliance Manager) General counsel: Sarah T. Kelly (Director Of Risk Management) Subsidiaries: Walden Asset Management, Boston Trust Investment Management, Inc.
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Boston Trust & Investment Management Company Employees
Employee
Years
Job
Industry
Sarah O'Brien Sarah O'Brien's Boston Trust & Investment Management Company Experience October 2004 - April 2007
Job People Manager at Livongo Health
Industry Consumer Electronics
Experience
Livongo Health May 2015 - Present
Livongo Health January 2015 - May 2015
General Catalyst Partners May 2008 - August 2014
Wellington Management April 2007 - May 2008
Boston Trust & Investment Management Company October 2004 - April 2007
Putnam Investments May 2001 - October 2004
Skills
Management, Investments, Accounting, Mutual Funds, Auditing, Cash Flow, Process Scheduler, Venture Capital, Outlook, Start-ups, Administrative..., Office Management, Microsoft Excel, PowerPoint, Financial Modeling
Education
University of Massachusetts Lowell 1999 — 2001
Bachelor of Business Administration (BBA), Finance and Management Information Systems, A
Livongo Health May 2015 - Present
Livongo Health January 2015 - May 2015
General Catalyst Partners May 2008 - August 2014
Wellington Management April 2007 - May 2008
Boston Trust & Investment Management Company October 2004 - April 2007
Putnam Investments May 2001 - October 2004
Skills
Management, Investments, Accounting, Mutual Funds, Auditing, Cash Flow, Process Scheduler, Venture Capital, Outlook, Start-ups, Administrative..., Office Management, Microsoft Excel, PowerPoint, Financial Modeling
Education
University of Massachusetts Lowell 1999 — 2001
Bachelor of Business Administration (BBA), Finance and Management Information Systems, A
Kenneth Pickering Kenneth Pickering's Boston Trust & Investment Management Company Experience December 2008 - Present
Job Director of Operations at Boston Trust & Investment Management Company
Industry Investment Management
Experience
Boston Trust & Investment Management Company December 2008 - Present
LNTyee July 2004 - February 2008
Laird Norton Tyee 2004 - 2008
Kenneth S. Pickering Consultant, Inc October 1996 - June 2004
SEI Investments January 1989 - October 1996
SEI Corporation 1989 - 1996
Washington Mutual May 1984 - September 1988
Skills
Investments, Mergers, Portfolio Management, Outsourcing
Education
Oregon State University 1970 — 1973
Boston Trust & Investment Management Company December 2008 - Present
LNTyee July 2004 - February 2008
Laird Norton Tyee 2004 - 2008
Kenneth S. Pickering Consultant, Inc October 1996 - June 2004
SEI Investments January 1989 - October 1996
SEI Corporation 1989 - 1996
Washington Mutual May 1984 - September 1988
Skills
Investments, Mergers, Portfolio Management, Outsourcing
Education
Oregon State University 1970 — 1973
Carly M. Greenberg Carly M. Greenberg's Boston Trust & Investment Management Company Experience June 2010 - May 2012
Job ESG Analyst at Walden Asset Management
Industry Financial Services
Experience
Boston Trust and Investment Management June 2012 - Present
Brandeis University Office of Academic Services August 2010 - May 2012
Boston Trust & Investment Management Company June 2010 - May 2012
Waltham Alliance to Create Housing 2008 - August 2011
Ambrosetti September 2009 - December 2009
KLD Research & Analytics May 2009 - August 2009
Skills
Microsoft Office Suite..., Nexis, FactSet, Factiva, Public Speaking, Event Planning, Social Networking, Microsoft Word, PowerPoint, Access, Microsoft Excel, Lexis, Financial Modeling, Stata, Economics, Sustainable Investing, Climate Change, Stakeholder Engagement, Corporate Social..., International..., Research, Analysis, Qualitative Research, Project Planning, Data Analysis, Investments, Bloomberg, Quantitative Analytics, Environmental Issues
Education
Brandeis International Business School 2010 — 2012
MA, International Economics and Finance
Brandeis University 2007 — 2011
BA, Economics, International and Global Studies, Environmental Studies
Beijing Foreign Studies University 2009 — 2009
Study Abroad, Chinese Language and Economics
Boston Trust and Investment Management June 2012 - Present
Brandeis University Office of Academic Services August 2010 - May 2012
Boston Trust & Investment Management Company June 2010 - May 2012
Waltham Alliance to Create Housing 2008 - August 2011
Ambrosetti September 2009 - December 2009
KLD Research & Analytics May 2009 - August 2009
Skills
Microsoft Office Suite..., Nexis, FactSet, Factiva, Public Speaking, Event Planning, Social Networking, Microsoft Word, PowerPoint, Access, Microsoft Excel, Lexis, Financial Modeling, Stata, Economics, Sustainable Investing, Climate Change, Stakeholder Engagement, Corporate Social..., International..., Research, Analysis, Qualitative Research, Project Planning, Data Analysis, Investments, Bloomberg, Quantitative Analytics, Environmental Issues
Education
Brandeis International Business School 2010 — 2012
MA, International Economics and Finance
Brandeis University 2007 — 2011
BA, Economics, International and Global Studies, Environmental Studies
Beijing Foreign Studies University 2009 — 2009
Study Abroad, Chinese Language and Economics
Steve Amyouny's Boston Trust & Investment Management Company Experience January 2013 - Present
Job Managing Director at Boston Trust & Investment Management Company
Industry Investment Management
Experience
Boston Trust & Investment Management Company January 2013 - Present
Boston Trust & Investment Management Company August 1996 - January 2013
BayBank November 1988 - August 1996
Skills
Investment Management, Portfolio Management, Securities Research, Mutual Fund Management
Education
Tufts University 1984 — 1988
Bachelor of Arts (BA), Economics
Boston University 1992 — 1996
Master of Business Administration (MBA), Finance, General
Boston Trust & Investment Management Company January 2013 - Present
Boston Trust & Investment Management Company August 1996 - January 2013
BayBank November 1988 - August 1996
Skills
Investment Management, Portfolio Management, Securities Research, Mutual Fund Management
Education
Tufts University 1984 — 1988
Bachelor of Arts (BA), Economics
Boston University 1992 — 1996
Master of Business Administration (MBA), Finance, General
Timothy P. Rickard, CISA MBA Timothy P. Rickard, CISA MBA's Boston Trust & Investment Management Company Experience November 2005 - February 2006
Job Vice President Business Support Manager at US Trust
Industry Information Technology and Services
Experience
WOODCPA*PLUS April 2012 - March 2014
M&T Bank June 2013 - September 2013
Independent Health January 2013 - March 2013
Freed Maxick CPAs, P.C. December 2010 - April 2012
The Bonadio Group February 2006 - February 2011
Boston Trust & Investment Management Company November 2005 - February 2006
Bank of America January 1999 - June 2005
Skills
IT Audit, Business Continuity, Disaster Recovery, Enterprise Risk..., Risk Management, SOX, IT Operations, IT Management, Technical Liaison, COBIT, Computer Security, Regulatory Reporting, Custom Reporting, CISA, System Administration, Systems Analysis, Banking, Compliance, Readiness Assessments, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Dynamics, Windows Server, Apple Safari, Mac OS, Archer, Caseware, Visio, Lotus Notes, Crystal Reports, Cognos, Impromptu, SEI Trust 3000, Elan, Jack Henry, Unix Operating Systems, Antivirus, Microsoft Technologies, ProSystem fx Tax
Education
Saint John Fisher College 1988 — 1992
MBA, Management
St. John Fisher College
BS, Communications
WOODCPA*PLUS April 2012 - March 2014
M&T Bank June 2013 - September 2013
Independent Health January 2013 - March 2013
Freed Maxick CPAs, P.C. December 2010 - April 2012
The Bonadio Group February 2006 - February 2011
Boston Trust & Investment Management Company November 2005 - February 2006
Bank of America January 1999 - June 2005
Skills
IT Audit, Business Continuity, Disaster Recovery, Enterprise Risk..., Risk Management, SOX, IT Operations, IT Management, Technical Liaison, COBIT, Computer Security, Regulatory Reporting, Custom Reporting, CISA, System Administration, Systems Analysis, Banking, Compliance, Readiness Assessments, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Dynamics, Windows Server, Apple Safari, Mac OS, Archer, Caseware, Visio, Lotus Notes, Crystal Reports, Cognos, Impromptu, SEI Trust 3000, Elan, Jack Henry, Unix Operating Systems, Antivirus, Microsoft Technologies, ProSystem fx Tax
Education
Saint John Fisher College 1988 — 1992
MBA, Management
St. John Fisher College
BS, Communications
Nick Arney Nick Arney's Boston Trust & Investment Management Company Experience June 2011 - August 2011
Job Product Specialist at Rapid7
Industry Computer & Network Security
Experience
Rapid7 August 2015 - Present
Rapid7 May 2015 - August 2015
Rapid7 August 2014 - May 2015
MMB June 2013 - August 2013
Massachusetts Department of Conservation and Recreation May 2012 - August 2012
Boston Trust & Investment Management Company June 2011 - August 2011
Janice Washburn, M.D May 2010 - June 2011
The Barton Center for Diabetes Education June 2010 - August 2010
Skills
Account Management, Social Media, Sales, Network Security, Writing, Microsoft Office, Business Development, Research, Editing, Enterprise Solution..., Vulnerability Management, Analysis, PCI DSS
Education
Hamilton College 2011 — 2014
Bachelor's of Arts, Economics
London School of Economics and Political Science 2012 — 2013
General Course, Economics
Wellesley High School 2006 — 2010
Rapid7 August 2015 - Present
Rapid7 May 2015 - August 2015
Rapid7 August 2014 - May 2015
MMB June 2013 - August 2013
Massachusetts Department of Conservation and Recreation May 2012 - August 2012
Boston Trust & Investment Management Company June 2011 - August 2011
Janice Washburn, M.D May 2010 - June 2011
The Barton Center for Diabetes Education June 2010 - August 2010
Skills
Account Management, Social Media, Sales, Network Security, Writing, Microsoft Office, Business Development, Research, Editing, Enterprise Solution..., Vulnerability Management, Analysis, PCI DSS
Education
Hamilton College 2011 — 2014
Bachelor's of Arts, Economics
London School of Economics and Political Science 2012 — 2013
General Course, Economics
Wellesley High School 2006 — 2010
Belinda Cavazos Belinda Cavazos's Boston Trust & Investment Management Company Experience 2013 - Present
Job Senior Financial Analyst at Boston Trust & Investment Management
Industry Investment Management
Experience
Boston Trust & Investment Management Company 2013 - Present
Wellington Management 2002 - 2012
Brandes Investment Partners 2001 - 2001
Morgan Stanley 1998 - 2000
J.P. Morgan 1997 - 1998
Skills
Valuation, Capital Markets, Fixed Income, Financial Modeling, Portfolio Management, Investments, Investment Banking, Equity Research, Equity Valuation, Consumer Products, Valuation Modeling, DCF Valuation, Cash Flow Reporting, Equity Capital Markets, Stock Picking, Latin American Business, Investment Management, Asset Managment, Emerging Markets, Company Valuation, Investment Advisory, Foreign Investment, Investment Strategies, Cash Flow Forecasting, Client Development, Asset Allocation
Education
Stanford Graduate School of Business 2000 — 2002
Master of Business Administration (MBA)
Yale University 1993 — 1997
B.A. with Distinction
Boston Trust & Investment Management Company 2013 - Present
Wellington Management 2002 - 2012
Brandes Investment Partners 2001 - 2001
Morgan Stanley 1998 - 2000
J.P. Morgan 1997 - 1998
Skills
Valuation, Capital Markets, Fixed Income, Financial Modeling, Portfolio Management, Investments, Investment Banking, Equity Research, Equity Valuation, Consumer Products, Valuation Modeling, DCF Valuation, Cash Flow Reporting, Equity Capital Markets, Stock Picking, Latin American Business, Investment Management, Asset Managment, Emerging Markets, Company Valuation, Investment Advisory, Foreign Investment, Investment Strategies, Cash Flow Forecasting, Client Development, Asset Allocation
Education
Stanford Graduate School of Business 2000 — 2002
Master of Business Administration (MBA)
Yale University 1993 — 1997
B.A. with Distinction
Flavio Leo's Boston Trust & Investment Management Company Experience 1986 - 1989
Job Deputy Director Aviation Planning and Strategy at Massachusetts Port Authority
Industry Airlines/Aviation
Experience
Massachusetts Port Authority 2011 - Present
Massachusetts Port Authority 2000 - 2010
Massachusetts Port Authority 1995 - 2000
USDOT\Volpe Center 1992 - 1994
Boston Trust & Investment Management Company 1986 - 1989
Skills
Airports, Airport Management, Aviation, Airlines, Aircraft, Transportation, Commercial Aviation, Program Management, Strategic Planning, Government, Aviation Security, Flights, Flight Planning, Policy, Operations Management, Civil Aviation, Process Improvement, Analysis, Flight Safety, Contract Management
Education
Boston University 1990 — 1993
Masters, Economics
Boston University Questrom School of Business 1990 — 1993
MBA, Public Management
Brandeis University 1982 — 1986
Bachelor, Economics
Massachusetts Port Authority 2011 - Present
Massachusetts Port Authority 2000 - 2010
Massachusetts Port Authority 1995 - 2000
USDOT\Volpe Center 1992 - 1994
Boston Trust & Investment Management Company 1986 - 1989
Skills
Airports, Airport Management, Aviation, Airlines, Aircraft, Transportation, Commercial Aviation, Program Management, Strategic Planning, Government, Aviation Security, Flights, Flight Planning, Policy, Operations Management, Civil Aviation, Process Improvement, Analysis, Flight Safety, Contract Management
Education
Boston University 1990 — 1993
Masters, Economics
Boston University Questrom School of Business 1990 — 1993
MBA, Public Management
Brandeis University 1982 — 1986
Bachelor, Economics
Samantha Joyce Samantha Joyce's Boston Trust & Investment Management Company Experience August 2008 - Present
Job Portfolio Administrator at Boston Trust & Investment Management Company
Industry Financial Services
Experience
Boston Trust & Investment Management Company August 2008 - Present
Winn Residential August 2007 - August 2008
Putnam Investments June 2006 - August 2006
Michelle Barron of Mandalay Mortgage June 2005 - August 2005
Barron Mortgage Company June 2003 - August 2003
Barron Mortgage Company June 2002 - August 2002
Skills
Excel, PowerPoint, Access, Outlook, Lotus Notes, Advent, SEI, NAUI Divemaster, Word, Microsoft Office, Quicken, Organizing, Scuba Diving, Yardi, Yoga, Writing
Education
Humboldt State University 2002 — 2007
BA, International Business
American Business School Paris 2006 — 2006
Boston Trust & Investment Management Company August 2008 - Present
Winn Residential August 2007 - August 2008
Putnam Investments June 2006 - August 2006
Michelle Barron of Mandalay Mortgage June 2005 - August 2005
Barron Mortgage Company June 2003 - August 2003
Barron Mortgage Company June 2002 - August 2002
Skills
Excel, PowerPoint, Access, Outlook, Lotus Notes, Advent, SEI, NAUI Divemaster, Word, Microsoft Office, Quicken, Organizing, Scuba Diving, Yardi, Yoga, Writing
Education
Humboldt State University 2002 — 2007
BA, International Business
American Business School Paris 2006 — 2006
Mark Zagata, CFA Mark Zagata, CFA's Boston Trust & Investment Management Company Experience September 2008 - Present
Job Securities Analyst at Boston Trust & Investment Management Company
Industry Investment Management
Experience
Boston Trust & Investment Management Company September 2008 - Present
Education
Boston College - Wallace E. Carroll Graduate School of Management
Union College 2003 — 2007
Economics
CCHS
Boston Trust & Investment Management Company September 2008 - Present
Education
Boston College - Wallace E. Carroll Graduate School of Management
Union College 2003 — 2007
Economics
CCHS
Anne Matusewicz's Boston Trust & Investment Management Company Experience August 2013 - Present
Job Business Development Associate at Boston Trust & Investment Management Company
Industry Investment Management
Experience
Boston Trust & Investment Management Company August 2013 - Present
Braver Capital Management July 2012 - August 2013
Telluride Ski Resort December 2011 - April 2012
Brown University Women in Business August 2009 - January 2011
Brown University Engineering Department September 2009 - December 2010
Lincoln School August 2009 - June 2010
CargoFactor.com A Notus Data Company May 2008 - December 2009
Dallas Museum of Art May 2007 - August 2008
Skills
Research, Marketing, Business Development, Data Analysis, Investments, Community Outreach, Public Speaking, Management, Nonprofits, PowerPoint, Spanish, Teaching, Editing, Fundraising, Non-profits, Event Planning, Bloomberg
Education
Brown University 2007 — 2011
B.A., Architectural Studies; Economics
Episcopal School of Dallas 2005 — 2007
Boston Trust & Investment Management Company August 2013 - Present
Braver Capital Management July 2012 - August 2013
Telluride Ski Resort December 2011 - April 2012
Brown University Women in Business August 2009 - January 2011
Brown University Engineering Department September 2009 - December 2010
Lincoln School August 2009 - June 2010
CargoFactor.com A Notus Data Company May 2008 - December 2009
Dallas Museum of Art May 2007 - August 2008
Skills
Research, Marketing, Business Development, Data Analysis, Investments, Community Outreach, Public Speaking, Management, Nonprofits, PowerPoint, Spanish, Teaching, Editing, Fundraising, Non-profits, Event Planning, Bloomberg
Education
Brown University 2007 — 2011
B.A., Architectural Studies; Economics
Episcopal School of Dallas 2005 — 2007
Harris Hogu Harris Hogu's Boston Trust & Investment Management Company Experience December 2011 - March 2012
Job Finance Chair at Northeastern Black Engineering Student Society
Industry Civil Engineering
Experience
Graduate School of Engineering Northeastern University September 2012 - Present
Calvery Pentecostal Tabernacle January 2011 - Present
Barletta Heavy Division July 2014 - December 2014
Janey Construction Management and Consulting Inc. May 2013 - December 2013
Academy of the Pacific Rim June 2012 - August 2013
National Society of Black Engineers, Northeastern University Chapter October 2012 - April 2013
Boston Trust & Investment Management Company December 2011 - March 2012
Skills
Proest: Construction..., AutoCAD, Solidworks, Matlab, C++, Basic Software Repair, Website Development, Microsoft Excel, Microsoft Word, Outlook, Internet Research
Education
Northeastern University 2012 — 2017
Bachelor of Science (B.S.), Civil Engineering, Sophmore
Academy of the Pacific Rim High School 2008 — 2012
Graduate School of Engineering Northeastern University September 2012 - Present
Calvery Pentecostal Tabernacle January 2011 - Present
Barletta Heavy Division July 2014 - December 2014
Janey Construction Management and Consulting Inc. May 2013 - December 2013
Academy of the Pacific Rim June 2012 - August 2013
National Society of Black Engineers, Northeastern University Chapter October 2012 - April 2013
Boston Trust & Investment Management Company December 2011 - March 2012
Skills
Proest: Construction..., AutoCAD, Solidworks, Matlab, C++, Basic Software Repair, Website Development, Microsoft Excel, Microsoft Word, Outlook, Internet Research
Education
Northeastern University 2012 — 2017
Bachelor of Science (B.S.), Civil Engineering, Sophmore
Academy of the Pacific Rim High School 2008 — 2012
Amy (Crandall) Kaser, CFP® Amy (Crandall) Kaser, CFP®'s Boston Trust & Investment Management Company Experience December 2011 - Present
Job Boston Trust & Investment Management Company
Industry Investment Management
Experience
Boston Trust & Investment Management Company December 2011 - Present
Harvard Business School June 2011 - December 2011
New Generation Advisors December 2005 - December 2011
Loomis, Sayles & Company April 1999 - March 2004
MFS Investment Management December 1995 - April 1999
Putnam Investments 1995 - 1995
Skills
Financial Analysis, Financial Modeling, Valuation, Marketing Communications, People Skills, Investment Presentations, Investments, Risk Management, Investment Management, Equity Research, Bloomberg, Investment Strategies, Fixed Income, Portfolio Management, Asset Management, Equities
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance
The College of William and Mary 1987 — 1991
Bachelor of Arts, Economics, Fine Arts
Dana Hall School 1983 — 1987
Boston Trust & Investment Management Company December 2011 - Present
Harvard Business School June 2011 - December 2011
New Generation Advisors December 2005 - December 2011
Loomis, Sayles & Company April 1999 - March 2004
MFS Investment Management December 1995 - April 1999
Putnam Investments 1995 - 1995
Skills
Financial Analysis, Financial Modeling, Valuation, Marketing Communications, People Skills, Investment Presentations, Investments, Risk Management, Investment Management, Equity Research, Bloomberg, Investment Strategies, Fixed Income, Portfolio Management, Asset Management, Equities
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance
The College of William and Mary 1987 — 1991
Bachelor of Arts, Economics, Fine Arts
Dana Hall School 1983 — 1987
Serge Doranzil Serge Doranzil's Boston Trust & Investment Management Company Experience April 2012 - April 2012
Job Event Proctor & Office Assistant at Northeastern University
Industry Consumer Services
Experience
American Personnel April 2014 - Present
Northeastern University June 2014 - Present
Northeastern University October 2013 - May 2015
Northeastern University May 2014 - January 2015
Northeastern University January 2013 - May 2013
Northeastern University July 2012 - October 2012
Boston Trust & Investment Management Company April 2012 - April 2012
Boston Centers for Youth & Families June 2009 - August 2009
Skills
Photography, AutoCAD, PowerPoint, C++, Microsoft Office, Microsoft Excel, Microsoft Word, Google Docs, Customer Service, Teaching, Windows, Community Outreach
Education
Northeastern University 2013 — 2017
Academy of the Pacific Rim 2005 — 2012
American Personnel April 2014 - Present
Northeastern University June 2014 - Present
Northeastern University October 2013 - May 2015
Northeastern University May 2014 - January 2015
Northeastern University January 2013 - May 2013
Northeastern University July 2012 - October 2012
Boston Trust & Investment Management Company April 2012 - April 2012
Boston Centers for Youth & Families June 2009 - August 2009
Skills
Photography, AutoCAD, PowerPoint, C++, Microsoft Office, Microsoft Excel, Microsoft Word, Google Docs, Customer Service, Teaching, Windows, Community Outreach
Education
Northeastern University 2013 — 2017
Academy of the Pacific Rim 2005 — 2012
Brett Epler's Boston Trust & Investment Management Company Experience September 2012 - October 2014
Job Senior Analyst, Securities Operations at WHV Investments, Inc.
Industry Investment Management
Experience
WHV Investments, Inc. October 2014 - Present
Boston Trust & Investment Management Company September 2012 - October 2014
Progressive Asset Management Group/FWG October 2011 - September 2012
America's Growth Capital August 2010 - September 2010
Wellesley Public Schools Business Office June 2008 - July 2010
Skills
Microsoft Excel, Data Analysis, Economics, Financial Analysis, Econometrics, Asset Management, Finance
Education
Bates College 2007 — 2011
B.A., Economics with concentrations in Mathematics and Chinese culture
The University of Edinburgh 2009 — 2010
Semester abroad, Global Economics
Wellesley High School 2004 — 2007
WHV Investments, Inc. October 2014 - Present
Boston Trust & Investment Management Company September 2012 - October 2014
Progressive Asset Management Group/FWG October 2011 - September 2012
America's Growth Capital August 2010 - September 2010
Wellesley Public Schools Business Office June 2008 - July 2010
Skills
Microsoft Excel, Data Analysis, Economics, Financial Analysis, Econometrics, Asset Management, Finance
Education
Bates College 2007 — 2011
B.A., Economics with concentrations in Mathematics and Chinese culture
The University of Edinburgh 2009 — 2010
Semester abroad, Global Economics
Wellesley High School 2004 — 2007
Maria McCormack, CFA's Boston Trust & Investment Management Company Experience 1985 - 1998
Job Managing Director at Middleton & Company, Inc.
Industry Investment Management
Experience
Middleton & Company, Inc. 2003 - Present
David L. Babson & Company 1998 - 2003
Boston Trust & Investment Management Company 1985 - 1998
Skills
Asset Management, Fixed Income, Investments, Equities, Portfolio Management
Education
Chartered Financial Analyst
CFA
Boston College
Bachelor of Arts (B.A.), Economics
Boston University
Master of Business Administration (MBA)
Middleton & Company, Inc. 2003 - Present
David L. Babson & Company 1998 - 2003
Boston Trust & Investment Management Company 1985 - 1998
Skills
Asset Management, Fixed Income, Investments, Equities, Portfolio Management
Education
Chartered Financial Analyst
CFA
Boston College
Bachelor of Arts (B.A.), Economics
Boston University
Master of Business Administration (MBA)
Catherine R Merolla Catherine R Merolla's Boston Trust & Investment Management Company Experience November 2007 - September 2011
Job Accounting Professional
Industry Accounting
Experience
Boston Trust & Investment Management Company November 2007 - September 2011
Piccerelli, Gilstein & Company, LLP November 2005 - August 2007
Skills
Individual Taxation, Trust & Estate Taxation, Gift Tax, Enrolled Agent -...
Education
Bryant University
BS Business Administration, Accounting
Bryant University
AS Business Administration, Accounting
Boston Trust & Investment Management Company November 2007 - September 2011
Piccerelli, Gilstein & Company, LLP November 2005 - August 2007
Skills
Individual Taxation, Trust & Estate Taxation, Gift Tax, Enrolled Agent -...
Education
Bryant University
BS Business Administration, Accounting
Bryant University
AS Business Administration, Accounting
Morgynn Haggett, CFA Morgynn Haggett, CFA's Boston Trust & Investment Management Company Experience September 2004 - May 2007
Job Municipal Bond Trader at BNY Mellon
Industry Investment Management
Experience
BNY Mellon 2011 - Present
Eaton Vance May 2008 - May 2011
Eaton Vance May 2007 - September 2008
Boston Trust & Investment Management Company September 2004 - May 2007
Skills
Fixed Income, Bloomberg, Mutual Funds, Investments, Bonds, Asset Managment, Portfolio Management, Municipal Bonds, Asset Allocation, Trading
Education
Suffolk University - Sawyer Business School 2006 — 2010
Masters of Science in Finance, Finance
University of New Hampshire - The Whittemore School of Business 2000 — 2004
a Bachelors of Science, and Economics; Business Administration; an option in Finance
BNY Mellon 2011 - Present
Eaton Vance May 2008 - May 2011
Eaton Vance May 2007 - September 2008
Boston Trust & Investment Management Company September 2004 - May 2007
Skills
Fixed Income, Bloomberg, Mutual Funds, Investments, Bonds, Asset Managment, Portfolio Management, Municipal Bonds, Asset Allocation, Trading
Education
Suffolk University - Sawyer Business School 2006 — 2010
Masters of Science in Finance, Finance
University of New Hampshire - The Whittemore School of Business 2000 — 2004
a Bachelors of Science, and Economics; Business Administration; an option in Finance
Nate Riley, CFA's Boston Trust & Investment Management Company Experience March 2010 - Present
Job Investment Analyst at Boston Trust & Investment Management Company
Industry Investment Management
Experience
Boston Trust & Investment Management Company March 2010 - Present
Captial Strategy Management August 2009 - December 2009
Sirios Capital Management June 2008 - August 2008
Cohen Capital Management April 2004 - July 2007
Group One Trading, LP June 2002 - August 2002
Skills
Investments, Portfolio Management, Equity Research, Asset Allocation, Alternative Investments, Bloomberg, Equities, Hedge Funds
Education
The University of Chicago Booth School of Business 2007 — 2009
MBA
Dartmouth College 1998 — 2003
BA
The University of Edinburgh 2000 — 2000
Foreign Study Program through Dartmouth College
Boston Trust & Investment Management Company March 2010 - Present
Captial Strategy Management August 2009 - December 2009
Sirios Capital Management June 2008 - August 2008
Cohen Capital Management April 2004 - July 2007
Group One Trading, LP June 2002 - August 2002
Skills
Investments, Portfolio Management, Equity Research, Asset Allocation, Alternative Investments, Bloomberg, Equities, Hedge Funds
Education
The University of Chicago Booth School of Business 2007 — 2009
MBA
Dartmouth College 1998 — 2003
BA
The University of Edinburgh 2000 — 2000
Foreign Study Program through Dartmouth College
Raana Tivnan's Boston Trust & Investment Management Company Experience April 2013 - Present
Job Director of Information Technology at Boston Trust & Investment Management Company
Industry Financial Services
Experience
Boston Trust & Investment Management Company April 2013 - Present
Natixis Global Asset Management October 2006 - March 2013
Pathfinder International May 2005 - October 2006
Weston Public Schools June 2003 - May 2005
Littleton Public Schools June 2002 - June 2003
North Andover Public Schools April 2000 - June 2002
Somerville Public Schools May 1997 - April 2000
Skills
Microsoft Exchange, Active Directory, IIS, FTP, DFS, Log Management, VMware ESX, Virtualization, Disaster Recovery, Bluecoat Proxies, DNS, Server Load Balancing, Global Server Load..., WAN Optimization, Secure File Transfer, Network Administration, Network Migration, Web Infrastructure..., Project Planning and..., Project Planning, Management, Load Balancing, Network Security, Firewalls, Security, Data Center, Cisco Technologies, Information Security, VPN, Networking, Infrastructure, WAN, High Availability, Routing, WAN Optimisation, SFTP, Information Technology, Servers, ITIL, IT Service Management, Databases, Hardware, Project Management, Computer Security, Troubleshooting, SDLC, Switches, Microsoft SQL Server, Leadership, Cloud Computing
Education
Harvard University Graduate School of Education 1990 — 1991
EDM
Karachi University
BA
Technical Training Schools (Misc)
Networking and Windows technologies
University of Massachusetts at Lowell
Certificate, Data and Telecommunications
Boston Trust & Investment Management Company April 2013 - Present
Natixis Global Asset Management October 2006 - March 2013
Pathfinder International May 2005 - October 2006
Weston Public Schools June 2003 - May 2005
Littleton Public Schools June 2002 - June 2003
North Andover Public Schools April 2000 - June 2002
Somerville Public Schools May 1997 - April 2000
Skills
Microsoft Exchange, Active Directory, IIS, FTP, DFS, Log Management, VMware ESX, Virtualization, Disaster Recovery, Bluecoat Proxies, DNS, Server Load Balancing, Global Server Load..., WAN Optimization, Secure File Transfer, Network Administration, Network Migration, Web Infrastructure..., Project Planning and..., Project Planning, Management, Load Balancing, Network Security, Firewalls, Security, Data Center, Cisco Technologies, Information Security, VPN, Networking, Infrastructure, WAN, High Availability, Routing, WAN Optimisation, SFTP, Information Technology, Servers, ITIL, IT Service Management, Databases, Hardware, Project Management, Computer Security, Troubleshooting, SDLC, Switches, Microsoft SQL Server, Leadership, Cloud Computing
Education
Harvard University Graduate School of Education 1990 — 1991
EDM
Karachi University
BA
Technical Training Schools (Misc)
Networking and Windows technologies
University of Massachusetts at Lowell
Certificate, Data and Telecommunications
Jason O'Connell, CFA, CAIA's Boston Trust & Investment Management Company Experience November 2014 - Present
Job Portfolio Manager at Boston Trust & Investment Management Company
Industry Financial Services
Experience
Boston Trust & Investment Management Company November 2014 - Present
Suffolk University May 2014 - Present
Skills
Investments, Equity Research, Equities, Asset Management, Portfolio Management, Fixed Income, Asset Allocation, Investment Management, Hedge Funds, Bloomberg
Education
Boston College 1996 — 2000
Bishop Hendricken High School
Boston Trust & Investment Management Company November 2014 - Present
Suffolk University May 2014 - Present
Skills
Investments, Equity Research, Equities, Asset Management, Portfolio Management, Fixed Income, Asset Allocation, Investment Management, Hedge Funds, Bloomberg
Education
Boston College 1996 — 2000
Bishop Hendricken High School
Mark Cushing's Boston Trust & Investment Management Company Experience January 2013 - Present
Job Managing Director at Boston Trust & Investment Management Company
Industry Financial Services
Experience
Boston Trust & Investment Management Company January 2013 - Present
Boston Trust & Investment Management Company January 1998 - January 2013
SEI Corporation 1994 - 1997
IBM 1981 - 1994
Skills
Investments, Asset Management, Portfolio Management, Mutual Funds, Financial Analysis, Valuation, Asset Allocation, Strategic Planning, Risk Management, Business Strategy
Education
Harvard University 1978 — 1980
MTS, Theology
Colgate University 1974 — 1978
BA, English
Boston Trust & Investment Management Company January 2013 - Present
Boston Trust & Investment Management Company January 1998 - January 2013
SEI Corporation 1994 - 1997
IBM 1981 - 1994
Skills
Investments, Asset Management, Portfolio Management, Mutual Funds, Financial Analysis, Valuation, Asset Allocation, Strategic Planning, Risk Management, Business Strategy
Education
Harvard University 1978 — 1980
MTS, Theology
Colgate University 1974 — 1978
BA, English
Stephen Benevento's Boston Trust & Investment Management Company Experience November 1997 - Present
Job Administrative Officer at Boston Trust & Investment Management Company
Industry Financial Services
Experience
Boston Trust & Investment Management Company November 1997 - Present
Education
Fairfield University 1991 — 1995
BA, International Studies
Boston Trust & Investment Management Company November 1997 - Present
Education
Fairfield University 1991 — 1995
BA, International Studies
Mark Schmeissing's Boston Trust & Investment Management Company Experience June 2014 - August 2014
Job Financial Analyst at Clinton Health Access Initiative, Inc.
Industry Nonprofit Organization Management
Experience
Clinton Health Access Initiative, Inc. July 2015 - Present
Boston Trust & Investment Management Company June 2014 - August 2014
National Association for State Community Services Programs January 2012 - August 2013
National Association for State Community Services Programs July 2009 - January 2012
Group Alternatives, Inc. February 2009 - May 2009
CREDIT Microfinance Institution June 2008 - December 2008
James Madison University May 2006 - August 2007
Skills
Research, Grant Writing, Policy Analysis, Grants, Public Policy, Program Evaluation, Nonprofits, Public Speaking, Management, Training, Proposal Writing, Community Outreach, Editing
Education
Boston University Questrom School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
Wheaton College 2005 — 2009
Bachelor of Arts (BA), Business/Economics
Clinton Health Access Initiative, Inc. July 2015 - Present
Boston Trust & Investment Management Company June 2014 - August 2014
National Association for State Community Services Programs January 2012 - August 2013
National Association for State Community Services Programs July 2009 - January 2012
Group Alternatives, Inc. February 2009 - May 2009
CREDIT Microfinance Institution June 2008 - December 2008
James Madison University May 2006 - August 2007
Skills
Research, Grant Writing, Policy Analysis, Grants, Public Policy, Program Evaluation, Nonprofits, Public Speaking, Management, Training, Proposal Writing, Community Outreach, Editing
Education
Boston University Questrom School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
Wheaton College 2005 — 2009
Bachelor of Arts (BA), Business/Economics
Kaled Rocha's Boston Trust & Investment Management Company Experience December 2013 - Present
Job Investment Management Professional
Industry Investment Management
Experience
Boston Trust & Investment Management Company December 2013 - Present
Syracuse University September 2011 - August 2014
State Street September 2012 - December 2013
Great-West Financial August 2011 - July 2012
Moynihan Institute of Global Affairs at Maxwell School of Syracuse University September 2009 - April 2012
Syracuse University August 2007 - July 2011
World Affairs Councils of America June 2010 - August 2010
Centro Internacional de Toledo para la Paz January 2010 - May 2010
Great-West Financial June 2007 - August 2007
Skyline Soccer Association August 2001 - May 2007
Education
Syracuse University 2007 — 2011
BA, Economics, International Relations
IDC Herzliya 2010 — 2010
BA, Israel and Middle East Policy, Hummanitarian Law, Human Rights, Media and Politics
Syracuse University Madrid at Instituto Internacional 2010 — 2010
BA, International Relations, Economics, Human Rights, Modern Art
Thomas Jefferson High School 2003 — 2007
High School Diploma
Boston Trust & Investment Management Company December 2013 - Present
Syracuse University September 2011 - August 2014
State Street September 2012 - December 2013
Great-West Financial August 2011 - July 2012
Moynihan Institute of Global Affairs at Maxwell School of Syracuse University September 2009 - April 2012
Syracuse University August 2007 - July 2011
World Affairs Councils of America June 2010 - August 2010
Centro Internacional de Toledo para la Paz January 2010 - May 2010
Great-West Financial June 2007 - August 2007
Skyline Soccer Association August 2001 - May 2007
Education
Syracuse University 2007 — 2011
BA, Economics, International Relations
IDC Herzliya 2010 — 2010
BA, Israel and Middle East Policy, Hummanitarian Law, Human Rights, Media and Politics
Syracuse University Madrid at Instituto Internacional 2010 — 2010
BA, International Relations, Economics, Human Rights, Modern Art
Thomas Jefferson High School 2003 — 2007
High School Diploma
John Cartisser's Boston Trust & Investment Management Company Experience February 2007 - March 2008
Job Office Manager at Done Right Roofing
Industry Financial Services
Experience
Done Right Roofing July 2013 - Present
Ameridose September 2011 - October 2012
LongVue Advisors September 2008 - May 2009
Boston Trust & Investment Management Company February 2007 - March 2008
Hale & Dorr Capital Management April 2005 - September 2006
Gannett Welsh & Kotler April 2002 - November 2002
Woodstock Corporation March 1997 - April 2002
Skills
Financial Services, Risk Management, Budgets, Analysis, Business Development, Management, Strategic Planning, Team Leadership, Portfolio Management, Program Management
Education
Kean University 1990 — 1993
Business, Economics
Done Right Roofing July 2013 - Present
Ameridose September 2011 - October 2012
LongVue Advisors September 2008 - May 2009
Boston Trust & Investment Management Company February 2007 - March 2008
Hale & Dorr Capital Management April 2005 - September 2006
Gannett Welsh & Kotler April 2002 - November 2002
Woodstock Corporation March 1997 - April 2002
Skills
Financial Services, Risk Management, Budgets, Analysis, Business Development, Management, Strategic Planning, Team Leadership, Portfolio Management, Program Management
Education
Kean University 1990 — 1993
Business, Economics
Brynna Smith's Boston Trust & Investment Management Company Experience March 2010 - May 2011
Job Consultant at Hoffman Alvary & Company LLC
Industry Financial Services
Experience
Hoffman Alvary & Company LLC May 2011 - Present
Boston Trust & Investment Management Company March 2010 - May 2011
U.S. Senate Campaign November 2009 - January 2010
Fish & Richardson P.C. January 2008 - August 2009
Glencairn Museum July 2006 - August 2006
Skills
Microsoft Excel, Research, Financial Analysis, Financial Modeling, Microsoft Office
Education
Harvard Extension School 2013 — 2017
Master’s Degree, Finance
Princeton University 2003 — 2007
B.A., History
University of Oxford 2005 — 2006
Year Abroad, Modern History
Hoffman Alvary & Company LLC May 2011 - Present
Boston Trust & Investment Management Company March 2010 - May 2011
U.S. Senate Campaign November 2009 - January 2010
Fish & Richardson P.C. January 2008 - August 2009
Glencairn Museum July 2006 - August 2006
Skills
Microsoft Excel, Research, Financial Analysis, Financial Modeling, Microsoft Office
Education
Harvard Extension School 2013 — 2017
Master’s Degree, Finance
Princeton University 2003 — 2007
B.A., History
University of Oxford 2005 — 2006
Year Abroad, Modern History
Bill Apfel's Boston Trust & Investment Management Company Experience September 1989 - Present
Job Chief Investment Officer at Boston Trust & Investment Management Company
Industry Investment Management
Experience
Boston Trust & Investment Management Company September 1989 - Present
Education
Brown University 1979 — 1984
Doctor of Philosophy (Ph.D.), Social and economic history
Boston Trust & Investment Management Company September 1989 - Present
Education
Brown University 1979 — 1984
Doctor of Philosophy (Ph.D.), Social and economic history