David Aaron Sandell

Portfolio Manager at Boston Trust Investment Management, Inc.

David Aaron Sandell

David Aaron Sandell

Portfolio Manager at Boston Trust Investment Management, Inc.

Biography

Mr. David A. Sandell, CFA, is a Portfolio Manager at Boston Trust Investment Management, Inc. He is a Portfolio Manager for the Walden International Large Cap strategy, and manages balanced and equity portfolios for institutional and individual clients. He is a member of the Securities Research Committee and provides research and analysis in various sectors. Prior to joining the firm in 2013, Mr. Sandell worked at Leeb Capital Management where he served in a variety of roles, including Portfolio Manager, Compliance Officer, Security Analyst, Head Trader, and member of the firm’s Investment Committee. He earned a BA from Washington University in St. Louis. He holds the Chartered Financial Analyst designation, and is a member of the CFA Society Boston and the CFA Institute.[

Overview
RelSci Relationships

71

Number of Boards

1

Relationships
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Executive Managing Director at Boston Trust & Investment Management Co.

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Director & President at Boston Trust Investment Management, Inc.

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Executive Managing Director at Boston Trust Investment Management, Inc.

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Chief Operating Officer at Boston Trust & Investment Management Co.

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Director of ESG Shareowner Engagement at Boston Trust & Investment Management Co.

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Portfolio Manager at Boston Trust & Investment Management Co.

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Portfolio Manager at Boston Trust Investment Management, Inc.

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Managing Director at Boston Trust & Investment Management Co.

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Portfolio Manager at Boston Trust Investment Management, Inc.

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President, Chief Executive Officer & Chairman of the Board of Directors at Boston Trust & Investment Management Co.

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David Aaron Sandell
Portfolio Manager at Boston Trust Investment Management, Inc.
Education
Class of 2004

The mission of Washington University in St. Louis is the promotion of learning — learning by students and by faculty. Teaching, the transmission of knowledge, is central to our mission, as is research, the creation of new knowledge. Faculty — composed of scholars, scientists, artists and members of the learned professions — serve society by teaching; by adding to the store of human art, creativity, understanding, and wisdom; and by providing direct services, such as health care. The university offers more than 90 programs and almost 1,500 courses leading to bachelor's, master's and doctoral degrees in a broad spectrum of traditional and interdisciplinary fields, with additional opportunities for minor concentrations and individualized programs.

Career History
Portfolio Manager
2013 - Current

Boston Trust Investment Management (BTIM) primary investment strategies include: All Cap, Core (Mid and Large Cap), Growth, Value, Mid Cap, Small-Mid (SMID) Cap, Small Cap, International, Mixed-Asset, Domestic Balanced, Global Balanced, and Global Asset Allocation. BTIM offers a wide range of equity strategies, which may focus on equity securities of a particular style, market capitalization, or geography. Across all strategies, the firm seeks to invest in a well-diversified set of companies meeting three standards: higher than average financial quality, more sustainable business models, and reasonable valuation.BTIM's fixed income management focuses on maintaining a portfolio of debt securities, cash, or other instruments that pay either a fixed or a floating rate of interest. Income strategies may include debt securities that provide tax-advantaged interest payments, such as municipal bonds, or those that include higher credit risk (e.g. corporate bonds). Income strategies may include debt securities issued by the US Government, as well as its Agencies. Fixed income management is a component of balanced and asset allocation strategies. BTIM seeks to add value through duration management, yield curve strategies, sector rotation, and individual security selection.

Investment Analyst
Current

Boston Trust & Investment Management Co. provides banking services. 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 company was founded in 1974 and is headquartered in Boston, MA.

Vice President & Head Trader
2004 - 2012

Leeb Capital Management's (LCM) investment approach is based on GARP. They invest primarily in the stocks of large-cap companies in the energy, technology, defense and franchise sectors, including healthcare. The firm looks for companies with high earnings potential, leading competitive positions and high earnings growth rates. They also look for companies in sectors with revenues that are growing faster than the economy. Within these sectors, they look for companies with superior operating records and PEG < S&P PEG. The firm's fundamental research focuses on business analysis, determination of growth factors, company analysis and management analysis. They will sell a stock when its performance expectations have been met, there are major directional changes in the economic environment such as interest rates or inflation or when prospects for the company do not meet LCM's expectations.LCM's income strategy focuses on the preservation of capital with minimal security turnover. Income portfolios consist primarily of common stocks, preferred stocks, limited partnerships and bonds. When selecting investments, the firm seeks to minimize inflation risk, credit risk and market risk. They invest mainly in investment grade securities. LCM manages market risk by diversifying holdings among other income sectors including REITs, utilities and preferred stocks.

Boards & Committees
Director
2017 - Current

Boston Trust Walden and its parent company share methods of analysis, investment research, strategies, Committee framework, and investment controls in formulating investment strategies. Across all strategies, the firm seeks to invest in a well-diversified set of companies meeting three standards: higher than average financial quality, sustainable business models, and reasonable valuation. Investment Committees determine asset allocation policy, sector allocation policy, and fixed income policy which reflects judgments balancing macroeconomic inputs and valuation.

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