Our People
Each member of our firm plays an important role in serving the needs of our clients and partners.
Investment Professionals
Stephen J. Amyouny, CFA
Co-Chief Executive Officer
William H. Apfel, CFA
Chief Investment Officer
Amy D. Augustine
Director of ESG Investing
Tchintcia S. Barros, CFA
Portfolio Manager
Samantha Burke
ESG Analyst
Nichols W. Caldwell, CFA
Manager, Institutional Markets
Sean A. Cameron, CFA
Portfolio Manager
Yun (Krystal) Cao
Investment Analyst
Domenic Colasacco, CFA
Chairman
Mark E. Cushing, CFA
Director of Strategic Initiatives
Laura Devenney
Senior ESG Analyst
Jared Fernandez
ESG Analyst and Manager, Proxy Voting
Ashish Gandhi
Manager, Institutional Markets
Russell T. Gentry, CFA
Manager, Trading Systems and Head Fixed Income Trader
Elaine Rosenfield Gillim, CFA
Senior Wealth Advisor
Kimberly D. Gluck, CFA
Managing Director
Kristin John
ESG Associate
Amy Crandall Kaser, CFP®
Portfolio Manager
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
Anu Rames
Portfolio Manager
Nathaniel J. Riley, CFA
Senior Strategist
David A. Sandell, CFA
Portfolio Manager
Lucia Santini, CFA
Managing Director
Kenneth P. Scott, CFA
Co-Chief Executive Officer
Timothy Smith
Director of ESG Shareowner Engagement
Heidi Soumerai, CFA
Managing Director
Heidi H. Vanni, CFA
Managing Director
Richard Q. Williams, CFA
Managing Director
Mark Zagata, CFA
Portfolio Manager
Aaron John Ziulkowski, CFA
Investment Analyst and Manager, ESG Integration
Client Service Professionals
Amber Ball
Portfolio Associate
Stephen Benevento, CFP®, CTFA
Director of Client Administration
Charles Bryant
Client Relationship Manager
Andrew Chin
Portfolio Administrator
Eileen Craven
Senior Portfolio Administrator
Damian Despotovski
Portfolio Administrator
Jacob Goodkin
Portfolio Associate
Samantha Joyce, CFP®
Client Relationship Manager
Julian Lee
Portfolio Associate
Ellen A. Lotufo, CISP
Client Relationship Manager
Helen Manning
Senior Portfolio Administrator
Sarah E. Robinson
Client Relationship Manager
Corporate Managers
Thomas J. Boland, JD
Associate General Counsel and Chief Compliance Officer, Boston Trust Walden Inc.
Sean Cleary, JD
Director of Risk Management
Karen Corbosiero
Director of Operations
Jennifer Ellis, CPA
Chief Financial Officer
Sarah T. Kelly, JD, CFP®
Managing Director
Lindsey A. Lane
Director of Marketing & Communications
Katrina L. Pelsue
Director of Fund Services
Tammy Perry, CIPM
Manager of Investor Support
Kathleen E. Splaine
Director of Information Technology
Ann A. Ward
Director of Human Resources
Investor Services
Paulo Almeida
Mutual Fund Intermediary Specialist
Lina Carpino
Operations Supervisor
Meghan Doherty
Business Development Analyst
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
Jamie Silva
Executive Assistant
Mark Travers
Senior Infrastructure Manager
Brieana Valdez
Operations Associate
Usman Yousaf
Accounting Analyst