Profile
Ms. Yun Cao, CFA MBA, is a Senior Investment Analyst at Boston Trust Walden, Inc. She is responsible for securities research across a number of economic sectors and industries, including materials and information technology.
She began her career in 2016 and joined Boston Trust Walden in 2020.
Previously she worked as a Senior Analyst at Scotiabank where she focused on liquidity analytics and cash flows.
She earned a BA in Finance and Economics from the University of Toronto and an MBA from Columbia Business School.
While at Columbia, she interned at Artisan Partners and WCM Investment Management.
She holds the Chartered Financial Analyst designation and is a member of the CFA Society Boston and the CFA Institute.
Yun Cao 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 | 2019-12-31 |
Training of Yun Cao
| University of Toronto | Undergraduate Degree |
| Columbia Business School | Masters Business Admin |
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1st degree connections
1st degree companies
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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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