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Lucia Bianca Santini
Presidente presso Boston Trust Walden, Inc.
Profilo
Ms. Lucia B.
Santini, CFA MBA, is a Managing Director & Portfolio Manager at Boston Trust Walden, Inc. She manages balanced and equity portfolios for institutional and private wealth clients.
Ms. Santini is a member of the Boston Trust Walden Board of Directors and serves as President and Director of Boston Trust Walden Inc., the firm’s investment advisor subsidiary, and as President of the Boston Trust Walden Funds.
She is Chair of the Audit & Risk Committee, and a member of the Investment and ESG Research & Engagement Committees.
She began her investment career in 1981 while working for New England ACH at the Federal Reserve Bank of Boston.
She joined Boston Trust Walden in in 1982 and has occupied a variety of senior management roles, including Chief Operating Officer.
She became a Managing Director when the company restructured as an employee-owned business in 2004 and served on the Board of Directors for 16 years.
She earned a BA, cum laude, from Connecticut College and an MBA from Boston University.
She holds the Chartered Financial Analyst designation and is a member of the CFA Society Boston and the CFA Institute.
She currently serves as the Financial Advisor of the Unitarian Universalist Association (UUA).
Posizioni attive di Lucia Bianca Santini
Società | Posizione | Inizio |
---|---|---|
Boston Trust Walden, Inc.
![]() Boston Trust Walden, Inc. Investment ManagersFinance Boston Trust Walden, Inc. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1974 and formerly known as Boston Trust Investment Management, Inc. They are a wholly-owned subsidiary of Boston Trust Walden Co., which in turn is wholly-owned by Boston Trust Walden Corp. Boston Trust Walden provides investment advisory services to the Boston Trust Walden Funds and separately managed accounts which includes institutions, pensions, government agencies and other institutional clients. They also provide investment management services to investors with environmental, social, and governance (ESG) guidelines and sub-advisory services to mutual funds. | Presidente | 01/10/2001 |
Precedenti posizioni note di Lucia Bianca Santini
Società | Posizione | Fine |
---|---|---|
Federal Reserve Bank of Boston | Corporate Officer/Principal | - |
Formazione di Lucia Bianca Santini
Connecticut College | Undergraduate Degree |
Boston University | Masters Business Admin |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 2 |
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Boston Trust Walden, Inc.
![]() Boston Trust Walden, Inc. Investment ManagersFinance Boston Trust Walden, Inc. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1974 and formerly known as Boston Trust Investment Management, Inc. They are a wholly-owned subsidiary of Boston Trust Walden Co., which in turn is wholly-owned by Boston Trust Walden Corp. Boston Trust Walden provides investment advisory services to the Boston Trust Walden Funds and separately managed accounts which includes institutions, pensions, government agencies and other institutional clients. They also provide investment management services to investors with environmental, social, and governance (ESG) guidelines and sub-advisory services to mutual funds. | Finance |
Federal Reserve Bank of Boston | Government |
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