Profile
Mr. Jacob Goodkin, CFA, is an ESG Analyst at Boston Trust Walden, Inc. He responsible for evaluating current and potential portfolio investments and engaging companies to advance sustainable business practices.
In his role, Jacob analyzes corporate sustainability polices, practices, and performance across a broad array of environmental, social, and governance factors.
He contributes to Boston Trust Walden’s leadership in shareholder engagement, specifically on climate risk, through company dialogues, shareholder resolutions, and public policy advocacy.
He is a member of the ESG Research & Engagement Committee.
He also represents Boston Trust Walden on the Interfaith Center on Corporate Responsibility’s (ICCR) Methane and Just Transition Working Groups.
He began his career when he joined the firm as a Portfolio Associate in 2019.
He earned a BA in Economics and Environmental Studies magna cum laude and Phi Beta Kappa from Franklin & Marshall College.
He holds the Chartered Financial Analyst designation and Fundamentals of Sustainability Accounting (FSA) Credential, and is a member of the CFA Society Boston and the CFA Institute.
Jacob Goodkin 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. | Analyst-Equity | 2018-12-31 |
Training of Jacob Goodkin
| Franklin & Marshall College | Undergraduate Degree |
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1st degree connections
1st degree companies
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Female
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Linked companies
| Private companies | 1 |
|---|---|
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 |
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