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Our People

Each member of our firm plays an important role in serving the needs of our clients and partners.


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Investment Professionals

Stephen J. Amyouny, CFA

Co-Chief Executive Officer

William Apfel

William H. Apfel, CFA

Chief Investment Officer

Amy D. Augustine

Director of ESG Investing

Samantha Burke

ESG Analyst

Nichols Caldwell

Nichols W. Caldwell, CFA

Manager, Institutional Markets

Sean A. Cameron, CFA

Portfolio Manager

Yun (Krystal) Cao

Investment Analyst

Domenic Colasacco, CFA

Chairman

Mark Cushing

Mark E. Cushing, CFA

Director of Strategic Initiatives

Laura Devenney

Senior ESG Analyst

Jared Fernandez

ESG Analyst

Ashish Gandhi

Manager, Institutional Markets

Russell Gentry

Russell T. Gentry, CFA

Manager, Trading Systems and Head Fixed Income Trader

Elaine Gillim

Elaine Rosenfield Gillim, CFA

Senior Wealth Advisor

Kimberly Gluck

Kimberly D. Gluck, CFA

Managing Director

Kristin John

ESG Associate

Amy Crandall Kaser

Amy Crandall Kaser, CFP®

Portfolio Manager

Ying Liu

Ying Liu, CFA, FRM

Investment Analyst

Leanne Moore

Portfolio Manager

David A. Murray

Head Equity Trader

Jason T. O’Connell, CFA, CAIA, CFP®

Portfolio Manager

Nathaniel J. Riley

Nathaniel J. Riley, CFA

Strategist

David A. Sandell

David A. Sandell, CFA

Portfolio Manager

Lucia Santini

Lucia Santini, CFA

Managing Director

Kenneth P. Scott

Kenneth P. Scott, CFA

Co-Chief Executive Officer

Timothy Smith

Timothy Smith

Director of ESG Shareowner Engagement

Heidi Soumerai

Heidi Soumerai, CFA

Managing Director

Heidi H. Vanni, CFA

Managing Director

Richard Q. Williams, CFA

Managing Director

Mark Zagata

Mark Zagata, CFA

Portfolio Manager

Aaron John Ziulkowski

Aaron John Ziulkowski, CFA

Investment Analyst and Manager, ESG Integration

Patricia Brennan Leary

Patricia Brennan Leary, CFA, CTFA

In Memoriam, 1961 - 2019

Client Service Professionals

Stephen Benevento, CFP®, CTFA

Director of Client Administration

Charles Bryant

Charles Bryant

Senior Portfolio Administrator

Maliha Bukhari

Maliha Bukhari

Portfolio Associate

Andrew Chin

Andrew Chin

Portfolio Administrator

Eileen Craven

Eileen Craven

Senior Portfolio Administrator

Damian Despotovski

Damian Despotovski

Senior Portfolio Administrator

Jacob Goodkin

Portfolio Associate

Samantha Joyce

Samantha Joyce, CFP®

Client Relationship Manager

Ellen A. Lotufo

Ellen A. Lotufo, CISP

Client Relationship Manager

Helen Manning

Helen Manning

Senior Portfolio Administrator

Amber Oates

Portfolio Associate

Sarah E. Robinson

Sarah E. Robinson

Client Relationship Manager

Corporate Managers

Thomas Boland

Thomas J. Boland, JD

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

Sean Cleary, JD

Director of Risk Management

Karen Corbosiero

Karen Corbosiero

Director of Operations

Jennifer Ellis

Jennifer Ellis, CPA

Chief Financial Officer

Sarah T. Kelly

Sarah T. Kelly, JD, CFP®

Chief Operating Officer and General Counsel

Lindsey A. Lane

Lindsey A. Lane

Director of Marketing and Communications

Katrina L. Pelsue

Katrina L. Pelsue

Manager, Fund Services

Tammy Perry

Tammy Perry, CIPM

Manager of Investor Support

Kathleen E. Splaine

Director of Information Technology

Ann A. Ward

Ann A. Ward

Director of Human Resources

Investor Services

Paulo Almeida

Mutual Fund Intermediary Specialist

Meghan Doherty

Business Development Associate

Dana Elfenbein

Human Resources Associate

Heather Ferris

Fund Services Coordinator

Richard Guerrier

Senior Operations Associate

William Harper

Senior IT Analyst

Matthew McKay

Business Development Analyst

Kevin McLaughlin

Tax Manager & Fiduciary Specialist

Antoine Nessralla

Compliance Analyst

Jamie Silva

Compliance Associate

Mark Travers

Senior Infrastructure Manager

Brieana Valdez

Operations Associate

Usman Yousaf

Senior Accounting Associate