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Our Team

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

Amy D. Augustine

Director, ESG Investing

Tchintcia S. Barros, CFA

Portfolio Manager

Samantha Burke

ESG Analyst

Rachel Burlock

ESG Analyst

Nichols W. Caldwell, CFA

Senior Manager, Institutional Markets

Sean A. Cameron, CFA

Portfolio Manager

Yun Cao, CFA

Investment Analyst

Domenic Colasacco, CFA

Board Chair

Laura Devenney

Senior ESG Analyst

Jared Fernandez

Senior ESG Analyst & Manager of Proxy Voting

Ashish Gandhi

Senior Manager, Institutional Markets

Russell Gentry

Russell T. Gentry, CFA

Manager of Fixed Income Trading and Quantitative Research

Elaine Gillim

Elaine Rosenfield Gillim, CFA

Senior Wealth Advisor

Kimberly Gluck

Kimberly D. Gluck, CFA

Managing Director

Jacob Goodkin

ESG Associate

Amy Crandall Kaser

Amy Crandall Kaser, CFP®

Portfolio Manager

Kristen Lang

Deputy Director, ESG Investing

Leanne Moore

Portfolio Manager

David A. Murray

Manager of Equity Trading

Jason T. O’Connell, CFA, CAIA, CFP®

Portfolio Manager

Anu Rames

Portfolio Manager

Nathaniel J. Riley

Nathaniel J. Riley, CFA

Senior Strategist

David A. Sandell, CFA

Portfolio Manager

Lucia Santini

Lucia Santini, CFA

Managing Director

Kenneth P. Scott

Kenneth P. Scott, CFA

Co-Chief Executive Officer

Jennifer N. Shea, JD, CFP®

Wealth Strategist

Timothy Smith

Timothy Smith

Senior ESG Advisor

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

Senior Investment Analyst and Manager, ESG Integration

Client Service Professionals

Stephen Benevento, CFP®, CTFA

Director of Client Administration

Charles Bryant

Charles Bryant

Client Relationship Manager

Damian Despotovski

Damian Despotovski

Senior Administrator, Institutional Strategies

Samantha Joyce

Samantha Joyce, CFP®

Client Relationship Manager

Nikki Kushta

Portfolio Administrator

Ellen A. Lotufo

Ellen A. Lotufo, CISP

Client Relationship Manager

Helen Manning

Helen Manning

Senior Portfolio Administrator

Sarah E. Robinson

Sarah E. Robinson

Client Relationship Manager

Arijit Roy-Chowdhury

Portfolio Administrator

Brian Yiu

Portfolio Associate

Corporate Managers

Thomas Boland

Thomas J. Boland, JD

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

Lina Carpino

Operations Supervisor

Sean Cleary, JD

Director of Risk Management

Karen Corbosiero

Karen Corbosiero

Director of Operations

Jennifer Ellis

Jennifer Ellis, CPA

Chief Financial Officer

Felicity Ho

Help Desk Manager

Sarah T. Kelly

Sarah T. Kelly, JD, CFP®

Managing Director and Chief Operating Officer

Lindsey A. Lane

Director of Marketing & Communications

Katrina L. Pelsue

Director of Fund Services

Tammy Perry, CIPM

Manager of Business Applications & Performance Reporting

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

Andrew Chin

Andrew Chin

Business Systems Analyst

Meghan Doherty

Analyst, Marketing

Dana Elfenbein

Senior Associate, Human Resources

Heather Ferris

Fund Services Coordinator

Richard Guerrier

Senior Operations Associate

William Harper

Senior IT Analyst

Annabelle Landry

Compliance Associate

Matthew McKay

Senior Analyst, Marketing

Kevin McLaughlin

Tax Manager & Fiduciary Specialist

Lisa Melpignano

Fiduciary Officer

Jamie Silva

Executive Assistant

Kai Smith

Marketing Associate

Ambar Thomas

Compliance Analyst

Mark Travers

Senior Infrastructure Manager

Brieana Valdez

Operations Associate

Usman Yousaf

Accounting Analyst