Sarah T. Kelly
Compliance Officer at Boston Trust Walden, Inc.
Profile
Ms. Sarah T.
Kelly is a Managing Director & Chief Operating Officer at Boston Trust Walden, Inc. As a Chief Operating Officer, she provides oversight of Client Administration, Fund Services, Information Technology, Operations, Risk Management, and Compliance.
She also serves as General Counsel advising the Board and the firm’s business managers on legal matters.
She is a member of the Audit & Risk Committee and reports directly to one of the co-Chief Executive Officers.
She began her career in 1982 and joined the firm in 2002.
Previously, as Director or Risk Management, she was responsible for the firm’s risk management and compliance programs, audit and exam management, corporate governance matters, conflicts of interest, vendor management, and investment control.Previously, she worked at BankBoston/Fleet in account management and compliance.
She earned a BA from the University of Rhode Island, an MEd from Boston University, and JD from Suffolk Law School.
She is admitted to the Bar in the Commonwealth of Massachusetts and holds the CERTIFIED FINANCIAL PLANNER certification.
Sarah T. Kelly active positions
| Companies | Position | Start |
|---|---|---|
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. | Compliance Officer | 01/01/2002 |
Boston Trust Walden Co.
 Boston Trust Walden Co. Regional BanksFinance Boston Trust Walden Co. provides banking services. The firm provides its services to high net worth individuals and their families, foundations, endowments, pension and profit sharing plans, retirement plans of municipalities, corporations, religious organizations, Taft Hartley plans, and labor unions. It also provides financial planning, tax management services, trust services, and estate planning. The company was founded in 1960 and is headquartered in Boston, MA. | Chief Operating Officer | 03/04/2020 |
Training of Sarah T. Kelly
| Boston University | Graduate Degree |
| University of Rhode Island | Undergraduate Degree |
| Suffolk University Law School | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
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 |
Boston Trust Walden Co.
Boston Trust Walden Co. Regional BanksFinance Boston Trust Walden Co. provides banking services. The firm provides its services to high net worth individuals and their families, foundations, endowments, pension and profit sharing plans, retirement plans of municipalities, corporations, religious organizations, Taft Hartley plans, and labor unions. It also provides financial planning, tax management services, trust services, and estate planning. The company was founded in 1960 and is headquartered in Boston, MA. | Finance |
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