Dan le Email & Phone Number
Portfolio Manager, Wealth and Investment Management @ Boston Trust Walden Company
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Dan le Location
- Boston, MA, US
Dan le Work
- Portfolio Manager, Wealth and Investment Management @ (August 2025 - Present)
- VP, Portfolio Manager, Public Equities @ (June 2023 - July 2025)
- VP, Portfolio Manager, Alpha Plus and Managed Volatility @ (July 2018 - June 2023)
- VP, Associate Portfolio Manager, Managed Volatility @ (January 2017 - June 2018)
- AVP, Associate Portfolio Manager, Managed Volatility @ (January 2015 - December 2016)
- AVP, Associate Portfolio Manager, Implementation @ (January 2014 - December 2014)
- AVP, Portfolio Construction Analyst @ (January 2013 - December 2013)
- Portfolio Construction Analyst @ (April 2011 - December 2012)
- Associate @ (October 2007 - April 2011)
- Account Manager @ (October 2004 - September 2007)
Dan le Education
- Brown University
B.A. (Psychology)
2000-2004
Dan le Skills
- Equities
- Bloomberg
- Investments
- Asset Managment
- Financial Modeling
- Private Equity
- Portfolio Management
- Hedge Funds
- Mutual Funds
- Securities
- Valuation
- Asset Management
- Trading
- Investment Management
- Financial Services
- Alternative Investments
- Sales
- See 1+See Less
- Asset Allocation
- Microsoft Office
- Microsoft Excel
- Customer Service
Dan le Summary
- Dan le, based in Boston, MA, US, is currently a Portfolio Manager, Wealth and Investment Management at Boston Trust Walden Company. Dan le brings experience from previous roles at Acadian Asset Management. Dan le holds a 2000 - 2004 B.A. in Psychology @ Brown University. With a robust skill set that includes Equities, Bloomberg, Investments, Asset Managment, Financial Modeling and more. Dan le has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Boston Trust Walden Company Employees
Ashish Gandhi
Senior Manager, Institutional Markets
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Brad Hunnewell
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Dan le
Portfolio Manager, Wealth and Investment Management
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Kristen Lang
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Boston, MA, US
Amy Augustine
Director, ESG Investing
Boston, MA, US
Stephen Benevento
Director of Client Administration
Salem, MA, US
Heidi Vanni
Managing Director
Boston, MA, US
Thomas Boland
Associate General Counsel
Boston, MA, US
Bill Apfel
Director of Research
Boston, MA, US
Kimberly Gluck
Managing Director
Boston, MA, US
David Murray
Head Equity Trader
Massachusetts, United States
Ann Ward
Director of Human Resources
Boston, MA, US
Jennifer Ellis
Chief Financial Officer
Boston, MA, US
Karen Corbosiero
Chief Operating Officer
Boston, MA, US
Jason O'Connell
Managing Director
Boston, MA, US
Valerie Lubrano Quinones
Director of Risk Management
Boston, MA, US
Usman Yousaf
Controller
Boston, MA, US
Amy Kaser
Chief Investment Officer, Wealth Strategies
Lexington, MA, US
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