Nichols Watson Caldwell, IV

Manager of Institutional Markets at Boston Trust Walden, Inc.

Nichols Watson Caldwell, IV

Nichols Watson Caldwell, IV

Manager of Institutional Markets at Boston Trust Walden, Inc.

Biography

Mr. Nichols W. Caldwell is a Manager of Institutional Markets at Boston Trust Walden, Inc. He is responsible for institutional consultant and client relationships. Mr. Caldwell is also an investment analyst contributing to equity portfolio strategies in multiple sectors and a member of the Investment Committee. In addition, he supports the development and implementation of the firm’s quantitative research tools.Mr. Caldwell began his career in 2007 and joined the firm in 2009. Previously, he worked as an Analyst at State Street Global Advisors. He earned a BS from Skidmore College and an MS in Finance from Boston College. He holds the Chartered Financial Analyst designation and is a member of the CFA Society Boston and the CFA Institute.

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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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Managing Director at Boston Trust Walden, Inc.

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Managing Director at Boston Trust Walden, Inc.

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Managing Director at Boston Trust Walden, Inc.

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Director of Strategic Initiatives at Boston Trust Walden Co.

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Director & President at Boston Trust Walden, Inc.

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Co-Chief Executive Officer at Boston Trust Walden Co.

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Chief Financial Officer at Boston Trust Walden Co.

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Portfolio Manager at Boston Trust Walden, Inc.

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Nichols Watson Caldwell, IV
Manager of Institutional Markets at Boston Trust Walden, Inc.
Education

Boston College is one of the nation's best and most selective universities, with U.S. News & World Report ranking Boston College 31st among national universities, and Forbes ranking it 26th in its 2012 America's Best Colleges listing. Boston College confers more than 4,000 degrees annually in more than 50 fields of study through eight schools and colleges. Faculty members are committed to both teaching and research having earned nearly $60 million in research grants in the last year alone. The University has made a major commitment to academic excellence. As part of its Strategic Plan, Boston College is in the process of adding 100 new faculty positions, expanding faculty and graduate research, increasing student financial aid to more than $128 million annually, and widening opportunities in key undergraduate programs, such as international study, internships and student formation. Boston College has experienced tremendous growth in recent years, including a 75 percent increase in undergraduate applications over the past decade, to more than 34,000 for the 2,250 seats in its freshman class. During the same period, an increase in voluntary giving from alumni has helped to move the University's endowment to approximately $1.9 billion. Boston College students have also earned more than 200 prestigious academic scholarships over the past decade, including 2 Rhodes Scholarships, 4 Marshalls, 9 Goldwaters and 162 Fulbright grants.

Skidmore College has undergone many transformations since its founding in the early twentieth century as a women's college. The Young Women's Industrial Club was formed in 1903 by Lucy Ann Skidmore (1853–1931) with inheritance money from her husband who died in 1879, and from her father, Joseph Russell Skidmore (1821–1882), a former coal merchant. In 1911, the club was chartered under the name "Skidmore School of Arts" as a college to vocationally and professionally train young women. It "prepares illustrators, designers, dieticians, accountants, secretaries and costumers.

Career History
Manager of Institutional Markets
2009 - 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.

Analyst
Prior - 2008

State Street Bank & Trust Co. provides commercial banking services. It also offers portfolio recordkeeping required by the investment company for regulatory and financial reporting purposes. The firm serves mutual funds and other collective investment funds, corporate and public retirement plans, insurance companies, foundations, endowments and other investment pools and investment managers worldwide. The company was founded in 1792 and is headquartered in Boston, MA.

Other Affiliations

Nichols Watson Caldwell, IV is affiliated with Boston Trust Walden, Inc., State Street Bank & Trust Co.

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