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Yun Cao, CFA

Senior Investment Analyst

Yun is a Senior Investment Analyst for the firm’s equity strategies. She is a member of the Investment and Trade Review Committees as well as the Institutional Strategy Analysis and Review team. Yun is responsible for securities research across a number of economic sectors and industries, including materials and information technology.

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 Fundamentals of Sustainable Accounting (FSA) Credential and is a member of the CFA Society Boston and the CFA Institute.