Steve is a portfolio manager on the Multi-Asset, Large Cap Core, Mid Cap, and Fixed Income strategies and manages portfolios for institutional and private wealth clients. He is a member of the Boston Trust Walden Board of Directors as well as the Investment, Investment Policy, Fixed Income, Portfolio Strategy, and Active Ownership Committees.
As Co-Chief Executive Officer, Steve shares overall responsibility for the day-to-day management of the firm. As Chief Investment Officer, he oversees the firm’s investment strategies.
Steve began his career in 1988 and joined Boston Trust Walden in 1996. He earned a BA in Economics from Tufts University and an MBA from Boston University. He holds the Chartered Financial Analyst® designation and is a member of the CFA Society Boston and the CFA Institute.