Stephen Moody

Senior Consultant-Walden Asset Management at Boston Trust & Investment Management Co.

Stephen Moody

Stephen Moody

Senior Consultant-Walden Asset Management at Boston Trust & Investment Management Co.

Overview
Career Highlights

Affirmative Investments Grouusp

RelSci Relationships

241

Number of Boards

3

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

Executive Director at South Africa Partners, Inc.

Relationship likelihood: Strong

Director of Development at South Africa Partners, Inc.

Relationship likelihood: Strong

Senior Vice President & Portfolio Manager at Boston Trust & Investment Management Co.

Relationship likelihood: Strong

Director, Prek-12 & International Programs at Harvard University - Graduate School of Education

Relationship likelihood: Strong

Clerk at South Africa Partners, Inc.

Relationship likelihood: Strong

Member, Board of Directors at South Africa Partners, Inc.

Relationship likelihood: Strong

Member-Board of Advisors at South Africa Partners, Inc.

Relationship likelihood: Strong

Member, Board of Advisors at South Africa Partners, Inc.

Relationship likelihood: Strong

Member, Board of Advisors at South Africa Partners, Inc.

Relationship likelihood: Strong

Director at South Africa Partners, Inc.

Relationship likelihood: Strong

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Stephen Moody
Senior Consultant-Walden Asset Management at Boston Trust & Investment Management Co.
Education
BA

University of California Berkeley National rankings: In a National Research Council analysis of 212 doctoral programs at American universities, 48 Berkeley programs place among the top 10 nationwide. Faculty awards and honors: There are 8 Nobel Laureates, 32 MacArthur Fellows, and 4 Pulitzer Prize winners among the current faculty. History of UC Berkeley: Historical highlights, arranged by topic, following the campus's development — from UC's founding in 1868 to a turn-of-the-century building boom, a research explosion in the 1930s, the Free Speech Movement of the '60s, and Berkeley's key role today in science and technology revolutions. Timeline of discoveries and contributions by UC Berkeley scholars. Traditions of Cal: Who was the Angel of Death? What's with the "Big C" up there in the hills — and why is it sometimes green? Who wears Oski's jolly bear head and size 54 yellow sweater? Tours and webcams: Check out what's happening on Sproul Plaza, the campus's true heart. See stunning live views of the Bay Area from the Lawrence Hall of Science's perch in the Berkeley hills. Chancellor and administration: Information on Chancellor Robert Birgeneau, Executive Vice Chancellor and Provost George W. Breslauer, and how the university is organized. Organizational charts are included. UC System overview and links: On the campuses, laboratories, and medical centers that comprise UC's public educational system, as well as UC's K-12 partnerships, economic impact, and agriculture and environmental resources.

MA in Economics

The New School for Social Research provides an education grounded in history and informed by a legacy of critical thought and civic engagement. The school’s dedication to academic freedom and intellectual inquiry reaches back to the university’s founding in 1919 as a home for progressive thinkers and the creation of the University in Exile in 1933 for scholars persecuted in Nazi Europe. The interdisciplinary education offered by The New School for Social Research today explores and promotes global peace and justice as more than theoretical ideals.

Memberships
Member
Member

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.

Career History
Senior Consultant-Walden Asset Management
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.

Manager of the Walden Balanced Fund
1980 - Prior

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.

Boards & Committees
Member, Board of Directors
1980 - Prior

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.

Director
Prior

Affirmative Investments Grouusp is a private company headquartered in the United States that provides real estate financing and consulting services.

Director
Current

SOUTH AFRICA PARTNERS (SA PARTNERS) BRINGS TOGETHER THE SKILLS, TALENT, AND RESOURCES NEEDED TO BUILD IN THE NEW SOUTH AFRICA. BY FACILITATING MUTUALLY BENEFICIAL PARTNERSHIPS BETWEEN ORGANIZATIONS AND INSTITUTIONS IN THE UNITED STATES AND SOUTH AFRICA, SA PARTNERS IS ABLE TO LEVERAGE RESOURCES, TRANSFER SKILLS, AND BUILD CAPACITY IN SOUTH AFRICA. OUR PARTNERSHIPS FOCUS ON ADDRESSING KEY AREAS OF HEALTH AND EDUCATION; IDENTIFYING NEW AND UNIQUE WAYS TO ADDRESS SOCIAL CHALLENGES IN BOTH COUNTRIES. SA PARTNERS IS COMMITTED TO IDENTIFYING AND FACILITATING STRATEGIC PARTNERSHIP OPPORTUNITIES THAT: BUILD THE CAPACITY OF SOUTH AFRICAN ORGANIZATIONS AND IMPROVE THEIR ABILITY TO CARRY OUT PROGRAM ACTIVITIES; OFFER THE POTENTIAL FOR LONG-TERM COLLABORATIONS BETWEEN INSTITUTIONS IN THE UNITED STATES AND SOUTH AFRICA; IDENTIFY MODEL PROGRAMS AND "BEST PRACTICES" THAT CAN BE REPLICATED IN BOTH COUNTRIES; ENCOURAGE "PEOPLE-TO-PEOPLE" INITIATIVES THAT STRENGTHEN RELATIONSHIPS BETWEEN THE TWO COUNTRI

Non-Profit Donations & Grants

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N/A
2005

SOUTH AFRICA PARTNERS (SA PARTNERS) BRINGS TOGETHER THE SKILLS, TALENT, AND RESOURCES NEEDED TO BUILD IN THE NEW SOUTH AFRICA. BY FACILITATING MUTUALLY BENEFICIAL PARTNERSHIPS BETWEEN ORGANIZATIONS AND INSTITUTIONS IN THE UNITED STATES AND SOUTH AFRICA, SA PARTNERS IS ABLE TO LEVERAGE RESOURCES, TRANSFER SKILLS, AND BUILD CAPACITY IN SOUTH AFRICA. OUR PARTNERSHIPS FOCUS ON ADDRESSING KEY AREAS OF HEALTH AND EDUCATION; IDENTIFYING NEW AND UNIQUE WAYS TO ADDRESS SOCIAL CHALLENGES IN BOTH COUNTRIES. SA PARTNERS IS COMMITTED TO IDENTIFYING AND FACILITATING STRATEGIC PARTNERSHIP OPPORTUNITIES THAT: BUILD THE CAPACITY OF SOUTH AFRICAN ORGANIZATIONS AND IMPROVE THEIR ABILITY TO CARRY OUT PROGRAM ACTIVITIES; OFFER THE POTENTIAL FOR LONG-TERM COLLABORATIONS BETWEEN INSTITUTIONS IN THE UNITED STATES AND SOUTH AFRICA; IDENTIFY MODEL PROGRAMS AND "BEST PRACTICES" THAT CAN BE REPLICATED IN BOTH COUNTRIES; ENCOURAGE "PEOPLE-TO-PEOPLE" INITIATIVES THAT STRENGTHEN RELATIONSHIPS BETWEEN THE TWO COUNTRI

Political Donations
$500
2014
$500
2012
$1,000
2012

Former President of United States

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