Lucia Santini

Director & President at Boston Trust Walden, Inc.

Lucia Santini

Lucia Santini

Director & President at Boston Trust Walden, Inc.

Biography

Ms. Lucia B. Santini, CFA MBA, is a Managing Director at Boston Trust Walden, Inc. She manages balanced and equity portfolios for institutional and private wealth clients. Ms. Santini is a member of the Boston Trust Walden Board of Directors and serves as President and Director of Boston Trust Walden Inc., the firm’s investment advisor subsidiary, and as President of the Boston Trust Walden Funds. She is Chair of the Audit & Risk Committee, and a member of the Investment and ESG Research & Engagement Committees.Ms. Santini began her investment career in 1981 while working for New England ACH at the Federal Reserve Bank of Boston. She joined the firm in in 1982 and has occupied a variety of senior management roles, including Chief Operating Officer. She became a Managing Director when the company restructured as an employee-owned business in 2004.She earned a BA, cum laude, from Connecticut College 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. She currently serves as the Financial Advisor of the Unitarian Universalist Association (UUA).

Overview
Career Highlights

Boston Trust Walden, Inc.

RelSci Relationships

509

Number of Boards

1

Birthday

1958

Age

62

Contact Data
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Relationships
RelSci Relationships are individuals Lucia Santini likely has professional access to. A relationship does not necessarily indicate a personal connection.

Chief Investment Officer at Boston Trust Walden Co.

Relationship likelihood: Strong

Co-Chief Executive Officer at Boston Trust Walden Co.

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Director of ESG Shareowner Engagement at Boston Trust Walden Co.

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

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Director of Strategic Initiatives at Boston Trust Walden Co.

Relationship likelihood: Strong

Managing Director at Boston Trust Walden, Inc.

Relationship likelihood: Strong

Portfolio Manager at Boston Trust Walden, Inc.

Relationship likelihood: Strong

Director, Investor Services at Boston Trust Walden Co.

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Managing Director at Boston Trust Walden, Inc.

Relationship likelihood: Strong

Managing Director at Boston Trust Walden Co.

Relationship likelihood: Strong

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Lucia Santini
Director & President at Boston Trust Walden, Inc.
Education
B.A

Connecticut college educates students to put the liberal arts into action as citizens in a global society.

M.B.A.

The Boston University School of Management (SMG) is the business school at Boston University in Boston. Founded in 1913 as the College of Business Administration, the school offers undergraduate and graduate programs. The BU School of Management offers a Bachelor of Science in Business Administration (BSBA), Master of Business Administration (MBA) degree (full- and part-time programs), a Bachelor of Science (BS) in Mathematical Finance, a Master of Science in Investment Management, executive education programs, two Ph.D. programs. Both the undergraduate and graduate programs offer dual degree options with other schools and colleges at Boston University.

Memberships
Member
Current

The Mission of the CFA Institute is to lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.

Member
Current

The Boston Security Analysts Society is a non-profit professional society that has been a point of connection for one of the world's most influential investment communities, providing an open forum for the exchange of fresh perspectives on industry issues.

Career History
Director & President
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.

Managing Director & Portfolio Manager
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.

Professional
Prior

As part of the nation's central bank, the Federal Reserve Bank of Boston promotes sound growth and financial stability in New England and the nation. The Bank contributes to local communities, the region, and the nation through its high-quality research, regulatory oversight, and financial services, and through its commitment to leadership and innovation. The Boston Fed, the First District of the Federal Reserve System, serves the New England region - Connecticut [except Fairfield County], Maine, Massachusetts, New Hampshire, Rhode Island, and Vermont.

Non-Profit Donations & Grants

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N/A
2009

To promote the equitable development of post-Apartheid South Africa and neighboring countries by guaranteeing bank loans to low-income borrowers so that they may support their families, build or expand their dwellings or start businesses which in turn generate employment for others in their communities.

Political Donations
$500
2008

Former President of United States

$125
2002

Co-Founder at The American Prospect, Inc.

Other Affiliations
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