Our Team
Board of Directors
Stephen J. Amyouny, CFA
Co-Chief Executive Officer
Domenic Colasacco, CFA
Board Chair and Portfolio Manager
Kimberly D. Gluck, CFA
Managing Director and Portfolio Manager
Sarah T. Kelly, JD, CFP®
Managing Director, COO, and General Counsel
Jason T. O’Connell, CFA, CAIA, CFP®
Managing Director and Director of Wealth & Investment Management
Kenneth P. Scott, CFA
Co-Chief Executive Officer
Heidi H. Vanni, CFA
Managing Director and Director of Institutional Strategies
Richard Q. Williams, CFA
Managing Director and Director of Equity Investing
Business Development and Marketing
Nick Caldwell, CFA
Senior Manager, Institutional Markets
Meghan Doherty
Relationship Manager, Institutional Markets
Ashish Gandhi
Senior Manager, Institutional Markets
Julie Joyce
Marketing Specialist
Lindsey A. Lane
Director of Marketing & Communications
Matthew McKay
Manager, Marketing Operations
Joshua Newstadt
Marketing Associate
Nicholas Randolph
Marketing Associate
Heidi H. Vanni, CFA
Managing Director and Director of Institutional Strategies
Client Service
Iv Aliaj
Senior Client Service Administrator
Stephen Benevento, CFP®, CTFA
Director of Client Service
Charles Bryant
Client Service Manager
Samantha Joyce, CFP®
Client Service Manager
Nikki Kushta
Senior Client Service Administrator
Ellen A. Lotufo, CISP
Senior Client Service Manager
Helen Manning
Senior Client Service Administrator
Kevin McLaughlin, JD
Tax Manager & Fiduciary Specialist
Lisa Melpignano, CTFA
Fiduciary Services Manager
Caroline Niro
Client Service Associate
Sarah E. Robinson
Client Service Manager
Arijit Roy-Chowdhury
Senior Client Service Administrator
Emily Simas
Client Service Associate
Brian Yiu
Client Service Administrator
Corporate Services
Oladoyin Apanpa
Human Resources Manager
Kara Bendanillo
Administrative Assistant
Thomas J. Boland, JD
Associate General Counsel and Chief Compliance Officer, Boston Trust Walden Inc.
Dana Elfenbein
Analyst, Human Resources
Jennifer Ellis, CPA
Chief Financial Officer
William Harper
Senior IT Analyst
Felicity Ho
Help Desk Manager
Sarah T. Kelly, JD, CFP®
Managing Director, COO, and General Counsel
Huy Le
Staff Accountant
Christian Rosa
Administrative Assistant
Jamie Silva
Executive Assistant and Manager, Facilities
Kathleen E. Splaine
Director of Information Technology
Mark Travers
Senior Infrastructure & Cloud Manager
Ann A. Ward
Director of Human Resources
Usman Yousaf
Accounting Manager
ESG Research and Active Ownership
Investment Management and Advisory Services
Stephen J. Amyouny, CFA
Co-Chief Executive Officer
Tchintcia S. Barros, CFA
Portfolio Manager
Sean A. Cameron, CFA
Portfolio Manager and Director of Fixed Income Investing
Yun Cao, CFA
Senior Investment Analyst
Ivy Chen, CFA, CAIA
Quantitative Analyst
Domenic Colasacco, CFA
Board Chair and Portfolio Manager
Damian Despotovski
Investment Analyst
Russell T. Gentry, CFA
Portfolio Manager and Manager of Quantitative Research
Kimberly D. Gluck, CFA
Managing Director and Portfolio Manager
Kabir Goyal, CFA
Portfolio Manager
Anu Gupta, CFA
Investment Analyst
Brad Hunnewell, CFA
Portfolio Manager
Amy Crandall Kaser, CFP®
Chief Investment Officer, Wealth Strategies
Leanne Moore
Portfolio Manager
David A. Murray
Manager of Equity Trading
Jason T. O’Connell, CFA, CAIA, CFP®
Managing Director and Director of Wealth & Investment Management
Donald Pound
Securities Trader
Caroline Randall, CFA
Associate Portfolio Manager
Nathaniel J. Riley, CFA
Senior Strategist
David A. Sandell, CFA
Portfolio Manager
Lucia Santini, CFA
Managing Director and Portfolio Manager
Kenneth P. Scott, CFA
Co-Chief Executive Officer
Jennifer N. Shea, JD, CFP®
Wealth Strategist
Richard Q. Williams, CFA
Managing Director and Director of Equity Investing
Mark Zagata, CFA
Portfolio Manager and Manager of Equities Research
Aaron John Ziulkowski, CFA
Portfolio Manager and Manager, ESG Integration
Operations and Fund Services
Luwam Abraha
Transaction Services Associate
Paulo Almeida
Senior Fund Services Analyst
Lina Carpino
Operations Manager
Andrew Chin
Business Systems Analyst
Karen Corbosiero
Deputy Chief Operating Officer
Jon Eng
Director of Operations
Mirely Garcia
Operations Analyst
Richard Guerrier
Operations Analyst
Jenny Liebelt
Senior Fund Services Analyst
Andrew Nalivaika
Senior Business Systems Analyst
Katrina L. Pelsue
Director of Fund Services
Tammy Perry, CIPM
Senior Manager of Business Systems & Performance Reporting
Catelina Tandofte
Transaction Services Analyst
Shweta Rawat
Transaction Services Associate
Brieana Valdez
Senior Operations Associate
