Heidi Ann Soumerai

Managing Director at Boston Trust Walden, Inc.

Heidi Ann Soumerai

Heidi Ann Soumerai

Managing Director at Boston Trust Walden, Inc.

Biography

Ms. Heidi A. Soumerai, CFA MBA, is a Managing Director at Boston Trust Walden, Inc. She is a Senior Environmental, Social, and Governance (ESG) Advisor. With over three decades of experience managing the firm’s ESG initiatives, she advises the in-house ESG team on ESG research and active ownership efforts. She is a member of the Boston Trust Walden Board of Directors, Chair of the Corporate Governance Committee, and a member of the ESG Research & Engagement Committee.Ms. Soumerai began her career in 1983.She earned a BS in Public Health from the University of Massachusetts and an MBA from Boston University. She holds the Chartered Financial Analyst designation and is a member of the CFA Society Boston and the CFA Institute.

Overview
RelSci Relationships

151

Number of Boards

2

Contact Data
Trying to get in touch with Heidi Ann Soumerai? Subscribe today to access their professional contact information and receive a one time promotion of free Contact Data credits!
Relationships
RelSci Relationships are individuals Heidi Ann Soumerai likely has professional access to. A relationship does not necessarily indicate a personal connection.

Managing Director at Boston Trust Walden, Inc.

Relationship likelihood: Strong

Managing Director at Boston Trust Walden, Inc.

Relationship likelihood: Strong

Senior ESG Advisor at Boston Trust Walden Co.

Relationship likelihood: Strong

Co-Chief Executive Officer at Boston Trust Walden Co.

Relationship likelihood: Strong

Director & President at Boston Trust Walden, Inc.

Relationship likelihood: Strong

Director of Strategic Initiatives at Boston Trust Walden Co.

Relationship likelihood: Strong

Co-Chief Executive Officer at Boston Trust Walden Co.

Relationship likelihood: Strong

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

Relationship likelihood: Strong

Chief Financial Officer at Boston Trust Walden Co.

Relationship likelihood: Strong

Managing Director at Boston Trust Walden, Inc.

Relationship likelihood: Strong

Paths to Heidi Ann Soumerai
Potential Connections via
Relationship Science
You
Heidi Ann Soumerai
Managing Director at Boston Trust Walden, Inc.
Career History
Managing Director
2001 - Current

BTW 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.

Managing Director
Current

Boston Trust Walden 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 1960 and is headquartered in Boston, MA.

Other Affiliations

Heidi Ann Soumerai is affiliated with Boston Trust Walden, Inc., Boston Trust Walden Co.

This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by Heidi Ann Soumerai. The use of any trade name or trademark is for identification and reference purposes only and does not imply any association with the trademark holder. The Presence of Heidi Ann Soumerai's profile does not indicate a business or promotional relationship of any kind between RelSci and Heidi Ann Soumerai.