Yun Cao, CFA

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. She previously worked as a Senior Analyst at Scotiabank where she focused on liquidity analytics and cash flows. Yun earned an MBA from Columbia Business School and a BA in Finance and Economics from the University of Toronto. 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.