Sarah T. Kelly

Director of Risk Management & General Counsel at Boston Trust & Investment Management Co.

Sarah T. Kelly

Sarah T. Kelly

Director of Risk Management & General Counsel at Boston Trust & Investment Management Co.

Biography

Ms. Sarah T. Kelly is a Director of Risk Management & General Counsel at Boston Trust Investment Management, Inc. She possesses over 30 years’ experience in the financial services industry and has been in her current role at Boston Trust since 2002. She also serves as chief compliance officer of BTIM Inc., Boston Trust’s Registered Investment Advisor subsidiary. Prior to joining Boston Trust, Ms. Kelly worked at BankBoston/Fleet in account management and compliance. She earned a BA from the University of Rhode Island, a MEd from Boston University, and a JD from Suffolk Law School. She is a Certified Financial Planner.

Overview
Career Highlights

Boston Trust & Investment Management Co.

RelSci Relationships

63

Relationships
RelSci Relationships are individuals Sarah T. Kelly 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

Chief Financial Officer at Boston Trust & Investment Management Co.

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Chief Operating Officer at Boston Trust & Investment Management Co.

Relationship likelihood: Strong

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

Relationship likelihood: Strong

Executive Managing Director at Boston Trust & Investment Management Co.

Relationship likelihood: Strong

Executive Managing Director at Boston Trust Investment Management, Inc.

Relationship likelihood: Strong

Executive Managing Director at Boston Trust Investment Management, Inc.

Relationship likelihood: Strong

Director & President 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, Inc.

Relationship likelihood: Strong

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Sarah T. Kelly
Director of Risk Management & General Counsel at Boston Trust & Investment Management Co.
Education

Boston University (most commonly referred to as BU) is a private research university located in Boston, Massachusetts. The university is nonsectarian, but is historically affiliated with the United Methodist Church. The university has more than 4,000 faculty members and 29,000 students,and is one of Boston's largest employers. It offers bachelor's degrees, master's degrees, and doctoral degrees, and medical and dental degrees through 18 schools and colleges on two urban campuses. The main campus is situated along the Charles River in Boston's Fenway-Kenmore and Allston neighborhoods, while the Boston University Medical Campus is in Boston's South End neighborhood. BU also operates 75 study abroad programs in over 33 cities in over 20 countries and has internship opportunities in 10 different countries (including the United States and abroad).

The University of Rhode Island (commonly referred to as URI) is the principal public research as well as the land grant and sea grant university for the state of Rhode Island. Its main campus is located in the village of Kingston in southern Rhode Island. Additionally, smaller campuses include the Feinstein Campus in Providence, the Narragansett Bay Campus in Narragansett, and the W. Alton Jones Campus in West Greenwich.

One great way to learn about a law school is to ask students and alumni for a story about a memorable experience. Here at Suffolk Law, the community is full of stories about life-changing moments in the law: working on a mobile app that helps pro se litigants; writing the rules of civil procedure in collaboration with an Indian tribe; clerking for a judge downtown during the 1L summer; representing a small entrepreneur in a trademark infringement case against Monster Energy Drink, are just a few of thousands of examples. Talk to our community members about our Top 20 ranked clinical, legal writing, dispute resolution and law technology programs; ask them about their relationships with faculty. And let their answers speak for themselves.

Career History
Director of Risk Management & General Counsel
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.

Clerk, Chief Compliance Officer
2002 - 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.

Other Affiliations
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