Caroline supports portfolio managers in investment and relationship management activities for a broad array of private wealth, endowment, and foundation clients. She works closely with the Wealth Advisory Services and Client Service & Administration teams. She is a member of the Portfolio Strategy and Investment Committees, contributing to securities research.
Caroline started her career in 2017 and joined Boston Trust Walden in 2023. She previously worked as a Portfolio Analyst at Natixis Investment Managers where she contributed to model portfolio construction, quantitative portfolio optimization, and portfolio monitoring and analysis. Prior to Natixis, Caroline worked as an Investment Analyst at Meketa Investment Group.
Caroline earned a BA in Economics and Spanish from the College of the Holy Cross. She holds the Chartered Financial Analyst® designation and is a member of the CFA Society Boston and the CFA Institute. She also holds the CERTIFIED FINANCIAL PLANNER™ certification.