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Boston Trust Walden Company's Overview

Total employees90
HeadquartersBoston
Founded1974

Boston Trust Walden is a distinguished independent, employee-owned investment management firm with a rich history of providing thoughtful, value-driven investment solutions. The firm offers active equity and fixed income strategies to institutional investors and private wealth clients. A key differentiator for Boston Trust Walden is its long-standing leadership in Environmental, Social, and Governance (ESG) investing and active corporate engagement, striving to generate competitive investment returns while fostering positive societal impact. They emphasize a research-intensive approach, long-term perspective, and a commitment to client service and fiduciary responsibility.

Where is Boston Trust Walden Company's Headquarters?

HQ Function

The headquarters serves as the central hub for all investment management, research, client services, ESG analysis, corporate engagement, and operational activities of the firm.

Notable Features:

Located in One Beacon Street, a prominent Class A office tower in Boston's Government Center, offering panoramic city views and modern amenities. The building is known for its distinctive architecture.

Work Culture:

Boston Trust Walden fosters a collaborative, research-driven, and ethical work environment. As an employee-owned firm, there's a strong sense of shared responsibility, long-term commitment, and a focus on client interests and sustainable investment principles.

HQ Significance:

The Boston headquarters is significant due to its location in a major U.S. financial center, facilitating access to industry networks, talent, and information. It underscores the firm's established presence and commitment to the New England financial community.

Values Reflected in HQ: The choice of a reputable, centrally-located office in a major financial hub underscores the firm's professionalism, stability, and commitment to client accessibility. The well-maintained and modern facilities support a culture of diligence and excellence.

Location:

While headquartered in Boston, USA, Boston Trust Walden serves a diverse client base that includes international institutions and individuals. Their investment strategies may involve global securities, and their ESG engagement efforts often address multinational corporations, giving their work an international dimension. However, their physical office presence is primarily U.S.-based.

Street Address:

One Beacon Street

City:

Boston

State/Province:

MA

Country:

USA

Boston Trust Walden Company's Global Presence

Buying Intent Signals for Boston Trust Walden Company

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Executive Team of Boston Trust Walden Company

As of April 2025, Boston Trust Walden Company' leadership includes:

Kenneth S. Scott, CFA - Chairman and Co-Chief Executive Officer
William H. Apfel, CFA - Co-Chief Executive Officer and Chief Investment Officer
Stephen M. Dufour - Executive Vice President, Chief Operating Officer, Chief Compliance Officer
Amy D. Augustine, CFA - Executive Vice President, Director of ESG Investing
Timothy M. Connors - Executive Vice President, Director of Private Wealth Management

Investors of Boston Trust Walden Company

Boston Trust Walden Company has been backed by several prominent investors over the years, including:

Employee-Owned Firm

Executive New Hires/Exits in the Last 12 Months

Hire0
Exits0

No major publicly announced executive hires or exits have been identified for Boston Trust Walden in the last 12 months. The firm maintains a stable leadership team.

Technology (Tech Stack) used by Boston Trust Walden Company

Discover the tools Boston Trust Walden Company uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

Boston Trust Walden Company Email Formats and Examples

Boston Trust Walden likely uses common corporate email formats. Based on industry patterns and publicly available information, a common format is believed to be the first initial followed by the last name.

flast@bostontrustwalden.com

Format

jdoe@bostontrustwalden.com

Example

75%

Success rate

News and media

Boston Trust Walden WebsiteMay 23, 2024

Boston Trust Walden Company Recognized By USA Today As One Of America’s Best RIA Firms Of 2024

Boston Trust Walden announced its inclusion in USA TODAY’s list of America’s Best RIA Firms of 2024. This recognition highlights the firm's commitment to client service and investment management excellence, based on recommendations from peers and clients, and growth in assets under management....more

Boston Trust Walden WebsiteApril 29, 2024

Boston Trust Walden Releases 2024 Proxy Voting Guidelines

Boston Trust Walden has published its updated 2024 Proxy Voting Guidelines, outlining its approach to corporate governance and shareholder resolutions. The guidelines reflect the firm's commitment to responsible investing and engagement on environmental, social, and governance (ESG) issues....more

Boston Trust Walden WebsiteDecember 14, 2023

ExxonMobil Commits to New Emissions Reduction Target Following Shareholder Engagement Led by Boston Trust Walden

Following constructive dialogue co-led by Boston Trust Walden, ExxonMobil announced a new Scope 1 and 2 greenhouse gas emissions reduction target for its Permian Basin operations, demonstrating the impact of shareholder advocacy in promoting corporate sustainability....more

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