Our Team

Sarah T. Kelly, JD, CFP®

Managing Director and General Counsel

As General Counsel Sarah oversees legal and risk management functions advising the Board and the firm’s business managers on legal matters. In addition to legal matters, Sarah manages the Risk Management and Compliances teams.

Sarah is a member of the Boston Trust Walden Board of Directors and serves as chair of the Audit & Risk Management Committee. This committee oversees regulatory matters, including the evaluation of internal controls, information security and business continuity programs, and activities related to trusts, trading, and performance reporting. She also leads several cross-functional strategic initiatives.

Sarah began her career in 1982 and joined Boston Trust Walden in 2002 as Director of Risk Management. Previously, she worked at BankBoston/Fleet in account management and compliance. Sarah earned a BA from the University of Rhode Island, an MEd from Boston University, and a JD from Suffolk Law School. She is admitted to the Bar in the Commonwealth of Massachusetts and holds the CERTIFIED FINANCIAL PLANNER™ certification.

Insights from Sarah T. Kelly, JD, CFP®