Lucia Bianca Santini
President at Boston Trust Walden, Inc.
Profile
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).
Lucia Bianca Santini active positions
Companies | Position | Start |
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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. | President | 2001-09-30 |
Former positions of Lucia Bianca Santini
Companies | Position | End |
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Federal Reserve Bank of Boston | Corporate Officer/Principal | - |
Training of Lucia Bianca Santini
Connecticut College | Undergraduate Degree |
Boston University | Masters Business Admin |
Experiences
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Connections
1st degree connections
1st degree companies
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Linked companies
Private companies | 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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