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Yun Cao, CFA

Investment Analyst

Yun is an Investment Analyst for the firm’s equity strategies. She is a member of the Investment Committee and responsible for securities research across a number of economic sectors and industries.

Yun began her career in 2016 and joined Boston Trust Walden in 2020. Previously she worked as a Senior Analyst at Scotiabank where she focused on liquidity analytics and cash flows. Yun earned a BA in Finance and Economics from the University of Toronto and an MBA from Columbia Business School. While at Columbia, she interned at Artisan Partners and WCM Investment Management. Yun holds the Chartered Financial Analyst® designation and is a member of the CFA Society Boston and the CFA Institute.