Lucia Santini, CFA
Lucia manages balanced and equity portfolios for institutional and private wealth clients. She serves as President and Director of Boston Trust Walden Inc., the firm’s investment advisor subsidiary, and as President of the Boston Trust Walden Funds. She is Chair of the Audit & Risk Committee and a member of the firm’s Investment Committee, and ESG Research & Engagement Committee, and Respect, Equity, Accountability, Diversity, and Inclusion (READI) Committee.
Lucia began her investment career in 1981 while working for New England ACH at the Federal Reserve Bank of Boston. She joined Boston Trust Walden in in 1982 and has occupied a variety of senior management roles, including Chief Operating Officer. She became a Managing Director when the company restructured as an employee-owned business in 2004 and served on the Board of Directors for 16 years.
Lucia earned a BA cum laude from Connecticut College and an MBA from Boston University. She holds the Chartered Financial Analyst® designation and is a member of the CFA Society Boston and the CFA Institute. She currently serves as the Financial Advisor of the Unitarian Universalist Association (UUA).