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Nick Caldwell, CFA

Senior Manager, Institutional Markets

Nick is responsible for managing institutional consultant and client relationships. In addition, Nick chairs the Institutional Strategy Analysis and Review team, is a member of the Investment and ESG Integration Committees, and supports the development and implementation of the firm’s quantitative research tools.

Nick began his career in 2007 and joined Boston Trust Walden in 2009. Previously he worked as an Analyst at State Street Global Advisors. He earned a BS from Skidmore College and an MS in Finance from Boston College. He holds the Chartered Financial Analyst® designation and is a member of the CFA Society Boston and the CFA Institute.