As Co-Chief Executive Officer, Steve shares overall responsibility for the day-to-day management of the organization. As Chief Investment Officer, he oversees Boston Trust Walden’s investment strategies. He serves on the boards of Boston Trust Walden N.A. and Boston Trust Walden Corporation.
Steve is a member of the Multi-Asset, Large Cap Core, Mid Cap, and Fixed Income portfolio management teams. He also manages portfolios for institutional and private wealth clients. He serves on the Investment, Investment Policy, Fixed Income, Portfolio Strategy, and Active Ownership Committees.
Steve began his career in 1988 and joined Boston Trust Walden in 1996. 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.