Boston Trust Walden Inc.
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 111266
- Registered since
- April 11, 2001
- Website
- www.bostontrustwalden.com
- Custodians
- THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, STATE STREET BANK INTERNATIONAL, J.P. MORGAN SECURITIES INC., BNP PARIBAS SECURITIES CORP.
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies85.57%
- Other6.02%
- Sovereign Wealth Funds4.94%
- State / Municipal Government3.47%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Boston Trust Walden Inc. is a corporate, SEC-registered institutional RIA that focuses on portfolio management for investment companies and for businesses or other institutions. The firm charges fees as a percentage of assets under management and reports active engagement with ESG investing. Their client base is institutional, and they do not position themselves as an allocator to in-house alternative managers or as a pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Jennifer Ellis
Chief Financial OfficerCRD 6775138
Contacts
3 of 6
David Sandell
Portfolio ManagerCRD 4426817
Thomas Boland
Associate General CounselCRD 5653284
Valerie Quinones
Director Of Risk ManagementCRD 8245581
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 55Active vs passive
$159M in ETFs
97%
$154M
1%
$5.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $38.4M | 55,859 | 24.07% |
Location
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 1 Beacon St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Twin Focus Capital Partners, LLC
RIABoston, MA
Summit Partners Public Asset Management, LLC
RIABoston, MA
SRB Corporation
RIABoston, MA
Hill City Capital LP
RIABoston, MA
Trillium Asset Management
RIABoston, MA
Ghisallo Capital Management LLC
RIABoston, MA