August 30, 2016 10:37 PM ET

Capital Markets

Company Overview of Boston Trust & Investment Management Company

Company Overview

Boston Trust & Investment Management Company is an employee owned investment manager. 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 firm manages separate client-focused equity, fixed income, and balanced portfolios. It invests in the public equity and fixed income markets of the United States. For fixed income investments, the firm invests in bonds, tax-exempt securities including munici...

One Beacon Street

33rd Floor

Boston, MA 02108

United States

Founded in 1960





Key Executives for Boston Trust & Investment Management Company

Chairman, Chief Executive Officer, President, Chief Investment Officer, Portfolio Manager, Member of Investment Committee, and Member of Portfolio Strategy Committee
Age: 67
Managing Director, Portfolio Manager, Director, Member of ESG Research and Engagement Committee, and Member of Investment Committee
Managing Director, Chief Investment Officer, Executive Vice President, Director of Securities Research, Portfolio Manager, Director, Chairman of Investment Committee, and Member of Portfolio Strategy Committee
Managing Director, Director of Equity Research, Portfolio Manager, Member of the Board of Directors, Member of Investment Committee, and Member of Portfolio Strategy Committee
Senior Vice President, Portfolio Manager, Director, Member of Investment Committee, Member of Portfolio Strategy Committee, and Member of Research and Engagement Committee
Compensation as of Fiscal Year 2016.

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Recent Private Companies Transactions

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