Stephen James Amyouny

Co-Chief Executive Officer at Boston Trust Walden Co.

Stephen James Amyouny

Stephen James Amyouny

Co-Chief Executive Officer at Boston Trust Walden Co.

Biography

Mr. Stephen J. Amyouny, CFA MBA, is a Co-Chief Executive Officer at Boston Trust Walden, Inc. He is also Portfolio Manager on the Balanced, Large Cap Core, and Mid Cap strategies, and manages portfolios for institutional and private wealth clients. He is a member of the Boston Trust Walden Board of Directors. As Co-Chief Executive Officer, he shares overall responsibility for the day-to-day management of the firm. He is Chair of the firm’s Portfolio Strategy Committee, and serves on the Investment, Investment Policy, and Corporate Governance Committees. He previously directed the firm’s securities research efforts.Mr. Amyouny began his career in 1988. Previously, He worked as a Trust and Investment Officer in BayBank’s personal trust division.He earned a BA in Economics from Tufts University and an MBA from Boston University. He holds the Chartered Financial Analyst® designation and is a member of the CFA Society Boston and the CFA Institute.

Overview
Career Highlights

Boston Trust Walden Co.
Boston Trust Walden, Inc.

RelSci Relationships

543

Number of Boards

1

Birthday

1966

Age

54

Number of Awards

1

Contact Data
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Relationships
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Chief Investment Officer at Boston Trust Walden Co.

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Director & President at Boston Trust Walden, Inc.

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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 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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Managing Director at Boston Trust Walden Co.

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Portfolio Manager at Boston Trust Walden, Inc.

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Director of Strategic Initiatives at Boston Trust Walden Co.

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Stephen James Amyouny
Co-Chief Executive Officer at Boston Trust Walden Co.
Education
Class of 1996

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).

B.A. in Economics
Class of 1988

Tufts University is a private research university located in Medford/Somerville, near Boston, in the U.S. state of Massachusetts. The university is organized into ten schools, including two undergraduate programs and eight graduate divisions, on four campuses in Massachusetts and the French Alps. The university emphasizes active citizenship and public service in all of its disciplines and is known for its internationalism and study abroad programs.

Memberships
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.

Member

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.

Career History
Co-Chief Executive Officer
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.

Co-Chief Executive Officer
2001 - 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.

Trust Officer
Prior - 1995
Awards & Honors
CFA (Chartered Financial Analyst)
Other Affiliations

Stephen James Amyouny is affiliated with Boston Trust Walden Co., Boston Trust Walden, Inc., BayBanks, Inc.

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