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Our Team

Board of Directors

Stephen J. Amyouny, CFA

Co-Chief Executive Officer

Domenic Colasacco, CFA

Board Chair and Portfolio Manager

Kimberly Gluck

Kimberly D. Gluck, CFA

Managing Director and Portfolio Manager

Sarah T. Kelly

Sarah T. Kelly, JD, CFP®

Managing Director, COO, and General Counsel

Jason T. O’Connell, CFA, CAIA, CFP®

Managing Director and Director of Wealth & Investment Management

Kenneth P. Scott

Kenneth P. Scott, CFA

Co-Chief Executive Officer

Heidi H. Vanni, CFA

Managing Director and Director of Institutional Strategies

Richard Q. Williams, CFA

Managing Director and Director of Equity Investing

Business Development and Marketing

Nick Caldwell, CFA

Senior Manager, Institutional Markets

Meghan Doherty

Relationship Manager, Institutional Markets

Ashish Gandhi

Senior Manager, Institutional Markets

Julie Joyce

Marketing Specialist

Lindsey A. Lane

Director of Marketing & Communications

Matthew McKay

Manager, Marketing Operations

Joshua Newstadt

Joshua Newstadt

Marketing Associate

Nicholas Randolph

Marketing Associate

Heidi H. Vanni, CFA

Managing Director and Director of Institutional Strategies

Client Service

Iv Aliaj

Senior Client Service Administrator

Stephen Benevento, CFP®, CTFA

Director of Client Service

Charles Bryant

Charles Bryant

Client Service Manager

Samantha Joyce

Samantha Joyce, CFP®

Client Service Manager

Nikki Kushta

Senior Client Service Administrator

Ellen A. Lotufo

Ellen A. Lotufo, CISP

Senior Client Service Manager

Helen Manning

Helen Manning

Senior Client Service Administrator

Kevin McLaughlin, JD

Tax Manager & Fiduciary Specialist

Lisa Melpignano, CTFA

Fiduciary Services Manager

Caroline Niro

Client Service Associate

Sarah E. Robinson

Sarah E. Robinson

Client Service Manager

Arijit Roy-Chowdhury

Senior Client Service Administrator

Brian Yiu

Client Service Administrator

Corporate Services

Oladoyin Apanpa

Human Resources Manager

Kara Bendanillo

Administrative Assistant

Thomas Boland

Thomas J. Boland, JD

Associate General Counsel and Chief Compliance Officer, Boston Trust Walden Inc.

Dana Elfenbein

Analyst, Human Resources

Jennifer Ellis

Jennifer Ellis, CPA

Chief Financial Officer

William Harper

Senior IT Analyst

Felicity Ho

Help Desk Manager

Sarah T. Kelly

Sarah T. Kelly, JD, CFP®

Managing Director, COO, and General Counsel

Huy Le

Staff Accountant

Christian Rosa

Administrative Assistant

Jamie Silva

Executive Assistant and Manager, Facilities

Kathleen E. Splaine

Director of Information Technology

Mark Travers

Senior Infrastructure Manager

Ann A. Ward

Ann A. Ward

Director of Human Resources

Usman Yousaf

Accounting Manager

ESG Research and Active Ownership

Amy D. Augustine

Director, ESG Investing

Rachel Burlock

ESG Analyst

Laura Devenney

Senior ESG Analyst

Jared Fernandez

Manager, Proxy Voting & Senior ESG Analyst

Douglass Guernsey

ESG Analyst

Willow Huppert

ESG Analyst

Kristen Lang

Deputy Director, ESG Investing

John Valinch

ESG Analyst

Investment Management and Advisory Services

Stephen J. Amyouny, CFA

Co-Chief Executive Officer

Tchintcia S. Barros, CFA

Portfolio Manager

Sean A. Cameron, CFA

Portfolio Manager and Director of Fixed Income Investing

Yun Cao, CFA

Senior Investment Analyst

Ivy Chen, CFA, CAIA

Quantitative Analyst

Domenic Colasacco, CFA

Board Chair and Portfolio Manager

Damian Despotovski

Damian Despotovski

Investment Analyst

Russell Gentry

Russell T. Gentry, CFA

Portfolio Manager and Manager of Fixed Income Trading and Quantitative Research

Kimberly Gluck

Kimberly D. Gluck, CFA

Managing Director and Portfolio Manager

Anu Gupta, CFA

Investment Analyst

Brad Hunnewell, CFA

Portfolio Manager

Amy Crandall Kaser, CFP®

Chief Investment Officer, Wealth Strategies

Leanne Moore

Portfolio Manager

David A. Murray

Manager of Equity Trading

Jason T. O’Connell, CFA, CAIA, CFP®

Managing Director and Director of Wealth & Investment Management

Caroline Randall, CFA

Associate Portfolio Manager

Nathaniel J. Riley

Nathaniel J. Riley, CFA

Senior Strategist

David A. Sandell, CFA

Portfolio Manager

Lucia Santini

Lucia Santini, CFA

Managing Director and Portfolio Manager

Kenneth P. Scott

Kenneth P. Scott, CFA

Co-Chief Executive Officer

Jennifer N. Shea, JD, CFP®

Wealth Strategist

Richard Q. Williams, CFA

Managing Director and Director of Equity Investing

Mark Zagata, CFA

Portfolio Manager and Manager of Equities Research

Aaron John Ziulkowski

Aaron John Ziulkowski, CFA

Portfolio Manager and Manager, ESG Integration

Operations and Fund Services

Luwam Abraha

Transaction Services Associate

Paulo Almeida

Senior Fund Services Analyst

Lina Carpino

Operations Manager

Andrew Chin

Andrew Chin

Business Systems Analyst

Karen Corbosiero

Director of Operations

Mirely Garcia

Operations Analyst

Richard Guerrier

Operations Analyst

Jenny Liebelt

Senior Fund Services Analyst

Andrew Nalivaika

Senior Business Analyst

Katrina L. Pelsue

Director of Fund Services

Tammy Perry, CIPM

Senior Manager of Business Systems & Performance Reporting

Catelina Tandofte

Transaction Services Analyst

Shweta Rawat

Transaction Services Associate

Brieana Valdez

Senior Operations Associate

Risk Management and Compliance

Thomas Boland

Thomas J. Boland, JD

Associate General Counsel and Chief Compliance Officer, Boston Trust Walden Inc.

Joyce de Oliveira

Compliance Associate

Ambar Daley

Senior Compliance Analyst