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David A. Sandell, CFA

Portfolio Manager

David manages balanced and equity portfolios for institutional and private wealth clients. He is a member of the Investment and Portfolio Strategy Committees, as well as the Community Reinvestment Act (CRA) Committee. David provides primary research and analysis in the healthcare and communication services sectors and contributes to portfolio management of the Balanced and Large Cap Core strategies. He is also a Portfolio Manager on the Boston Trust Walden International Large Cap strategy.

David began his career in 2004 and joined the firm in 2013. Previously, he was Vice President at Leeb Capital Management where he served as a Security Analyst, Portfolio Manager, and member of the firm’s Investment Committee, among other roles. He earned a BA in Psychology and Finance from Washington University in St. Louis. He holds the Chartered Financial Analyst® designation and is a member of the CFA Society Boston and the CFA Institute.