Patricia Leary

Vice President & Senior Administrative Officer at Boston Trust Walden, Inc.

Patricia Leary

Patricia Leary

Vice President & Senior Administrative Officer at Boston Trust Walden, Inc.

Overview
RelSci Relationships

64

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

Portfolio Manager at Boston Trust Walden, Inc.

Relationship likelihood: Strong

Managing Director at Boston Trust Walden Co.

Relationship likelihood: Strong

Director, Investor Services at Boston Trust Walden Co.

Relationship likelihood: Strong

Portfolio Manager at Boston Trust Walden, Inc.

Relationship likelihood: Strong

Portfolio Manager at Boston Trust Walden, Inc.

Relationship likelihood: Strong

Chief Investment Officer at Boston Trust Walden Co.

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

Director of Operations at Boston Trust Walden, Inc.

Relationship likelihood: Strong

Managing Director at Boston Trust Walden, Inc.

Relationship likelihood: Strong

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Patricia Leary
Vice President & Senior Administrative Officer at Boston Trust Walden, Inc.
Career History
Vice President & Senior Administrative Officer
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.

Manager-Client Relationships
Tenure Unconfirmed

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

Patricia Leary is affiliated with Boston Trust Walden, Inc., Boston Trust Walden Co.

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