Our Team
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
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 T. Gentry, CFA
Manager of Fixed Income Trading and Quantitative Research
Elaine Rosenfield Gillim, CFA
Senior Wealth Advisor
Kimberly D. Gluck, CFA
Managing Director
Jacob Goodkin
ESG Associate
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, CFA
Senior Strategist
David A. Sandell, CFA
Portfolio Manager
Lucia Santini, CFA
Managing Director
Kenneth P. Scott, CFA
Co-Chief Executive Officer
Jennifer N. Shea, JD, CFP®
Wealth Strategist
Timothy Smith
Senior ESG Advisor
Heidi H. Vanni, CFA
Managing Director
Richard Q. Williams, CFA
Managing Director
Mark Zagata, CFA
Portfolio Manager
Aaron John Ziulkowski, CFA
Senior Investment Analyst and Manager, ESG Integration
Client Service Professionals
Stephen Benevento, CFP®, CTFA
Director of Client Administration
Charles Bryant
Client Relationship Manager
Damian Despotovski
Senior Administrator, Institutional Strategies
Samantha Joyce, CFP®
Client Relationship Manager
Nikki Kushta
Portfolio Administrator
Ellen A. Lotufo, CISP
Client Relationship Manager
Helen Manning
Senior Portfolio Administrator
Sarah E. Robinson
Client Relationship Manager
Arijit Roy-Chowdhury
Portfolio Administrator
Brian Yiu
Portfolio Associate
Corporate Managers
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
Director of Operations
Jennifer Ellis, CPA
Chief Financial Officer
Felicity Ho
Help Desk Manager
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
Director of Human Resources
Investor Services
Paulo Almeida
Mutual Fund Intermediary Specialist
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