Sarah T. Kelly
Compliance Officer at Boston Trust Walden, Inc.
Sarah T. Kelly active positions
| Companies | Position | Start | End |
|---|---|---|---|
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 | - |
| Chief Operating Officer | - | - | |
| Investment Committee Member | 01/01/2002 | - | |
| General Counsel | 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 | - |
Career history of Sarah T. Kelly
Training of Sarah T. Kelly
| University of Rhode Island | Undergraduate Degree |
| Boston University | Graduate Degree |
| Suffolk University Law School | Graduate Degree |
Statistics
International
| United States | 6 |
Operational
| Graduate Degree | 2 |
| Chief Operating Officer | 2 |
| Undergraduate Degree | 1 |
Sectoral
| Consumer Services | 4 |
| Finance | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
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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