Amy Kaser Email & Phone Number

Chief Investment Officer, Wealth Strategies @ Boston Trust Walden Company

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Amy Kaser Location

Boston, MA, US

Amy Kaser Work

2024 - now Chief Investment Officer, Wealth Strategies @ Boston Trust Walden Company
2020 - now Member Board Of Directors, Boston Trust Walden, Inc. @ Boston Trust Walden Company
2019 - now Portfolio Manager @ Boston Trust Walden Company
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2019 - now Impact and ESG Investment Strategist @ Shepherd Kaplan Krochuk, LLC
2018 - 2019 Managing Director, Investment Strategies @ Shepherd Kaplan Krochuk, LLC
2013 - 2018 Portfolio Manager @ Boston Trust Walden Company
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2011 - 2013 Equity Analyst @ Boston Trust Walden Company
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2011 - 2011 Researcher @ Harvard Business School
2005 - 2011 Analyst @ New Generation Advisors
1999 - 2004 Vice President, Senior Equity Analyst @ Loomis, Sayles & Company
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Amy Kaser Education

University of Pennsylvania - The Wharton School
MBA (Finance)
The College of William and Mary
Bachelor of Arts (Economics, Fine Arts)

Amy Kaser Skills

Investments
Portfolio Management
Financial Planning

Asset Allocation
Fixed Income
Equities
Risk Management
Valuation
Investment Strategies
Capital Markets

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Amy Kaser Summary

Amy Kaser, based in Boston, MA, US, is currently a Chief Investment Officer, Wealth Strategies at Boston Trust Walden Company. Amy Kaser brings experience from previous roles at Boston Trust Walden Company and Shepherd Kaplan Krochuk, LLC. Amy Kaser holds a MBA in Finance @ University of Pennsylvania - The Wharton School. With a robust skill set that includes Investments, Portfolio Management, Financial Planning, Asset Allocation, Fixed Income and more. Amy Kaser has 6 emails and 2 mobile phone numbers on RocketReach.

Amy Kaser Emails

Found 6 emails

Amy Kaser Phone Numbers

Found 6 phone numbers

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Others Named Amy Kaser

Amy Kaser

Chief Investment Officer, Wealth Strategies at Boston Trust Walden Company

Lexington, MA, US
3
- bostontrustwalden.com
- skk-llc.com
- shepherdkaplan.com

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Top Boston Trust Walden Company Employees

Kimberly Gluck

Managing Director at Boston Trust Walden Company

Boston, MA, US
2
- bostontrustwalden.com
- gmail.com
4
- +1 617-965-XXXX
- +1 617-726-XXXX
- +1 617-726-XXXX
- +1 617-726-XXXX
Kristen Lang

Deputy Director, ESG Investing at Boston Trust Walden Company

Boston, MA, US
2
- hotmail.com
- bostontrustwalden.com
3
- +1 603-305-XXXX
- +1 617-247-XXXX
- +1 401-275-XXXX
Amy Augustine

Director, ESG Investing at Boston Trust Walden Company

Boston, MA, US
2
- gmail.com
- bostontrustwalden.com
4
- +1 703-753-XXXX
- +1 301-602-XXXX
- +1 617-247-XXXX
- +1 301-961-XXXX
Lindsey Lane

Director of Marketing and Communications, Senior Manager of Corporate Initiatives at Boston Trust Walden Company

Boston, MA, US
2
- gmail.com
- bostontrustwalden.com
5+
- +1 617-690-XXXX
- +1 978-356-XXXX
- +1 440-477-XXXX
- +1 413-429-XXXX
- +1 513-895-XXXX
- +1 617-726-XXXX
Ann Ward

Director of Human Resources at Boston Trust Walden Company

Boston, MA, US
5
- bostontrustwalden.com
- yahoo.com
- hotmail.com
- sbcglobal.net
- juno.com
5+
- +1 617-726-XXXX
- +1 678-387-XXXX
- +1 912-389-XXXX
- +1 617-726-XXXX
- +1 617-227-XXXX
- +1 617-872-XXXX
Sean Cameron

Portfolio Manager at Boston Trust Walden Company

Boston, MA, US
2
- gmail.com
- bostontrustwalden.com
3
- +1 617-997-XXXX
- +1 718-529-XXXX
- +1 718-570-XXXX
Ashish Gandhi

Senior Manager, Institutional Markets at Boston Trust Walden Company

Boston, MA, US
3
- bostontrustwalden.com
- sbcglobal.net
- gmail.com
2
- +1 617-380-XXXX
- +1 847-691-XXXX
Stephen Benevento

Director of Client Administration at Boston Trust Walden Company

Salem, MA, US
1
- bostontrustwalden.com
3
- +1 781-599-XXXX
- +1 516-661-XXXX
- +1 617-726-XXXX

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