Nancy Walthall

Director of Trading at Boston Trust Investment Management, Inc.

Nancy Walthall

Nancy Walthall

Director of Trading at Boston Trust Investment Management, Inc.

Overview
RelSci Relationships

59

Relationships
RelSci Relationships are individuals Nancy Walthall likely has professional access to. A relationship does not necessarily indicate a personal connection.

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

Relationship likelihood: Strong

Director & President at Boston Trust Investment Management, Inc.

Relationship likelihood: Strong

Executive Managing Director at Boston Trust Investment Management, Inc.

Relationship likelihood: Strong

Executive Managing Director at Boston Trust & Investment Management Co.

Relationship likelihood: Strong

Chief Operating Officer at Boston Trust & Investment Management Co.

Relationship likelihood: Strong

Managing Director at Boston Trust Investment Management, Inc.

Relationship likelihood: Strong

Managing Director at Boston Trust Investment Management, Inc.

Relationship likelihood: Strong

Managing Director at Boston Trust & Investment Management Co.

Relationship likelihood: Strong

Portfolio Manager at Boston Trust Investment Management, Inc.

Relationship likelihood: Strong

Portfolio Manager at Boston Trust Investment Management, Inc.

Relationship likelihood: Strong

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Nancy Walthall
Director of Trading at Boston Trust Investment Management, Inc.
Education

Hartwick College is a private liberal arts and sciences college of 1,500 students, located in Oneonta, NY, in the northern foothills of the Catskill Mountains. Hartwick's expansive curriculum emphasizes a uniquely experiential approach to the liberal arts. Through personalized teaching, collaborative research, a unique January Term, a wide range of internships, and vast study-abroad opportunities, Hartwick ensures that students are prepared for the world ahead.

Career History
Director of Trading
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.

Director of Trading
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.

Security Trader
Prior
Non-Profit Donations & Grants

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2007

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