William Harris Apfel

Chief Investment Officer at Boston Trust Walden Co.

William Harris Apfel

William Harris Apfel

Chief Investment Officer at Boston Trust Walden Co.

Overview
Career Highlights

Boston Trust Walden Co.
Boston Trust Walden, Inc.

RelSci Relationships

532

Primary Location

Boston, MA, United States

Number of Boards

3

Birthday

1952

Age

68

Number of Awards

1

Relationships
RelSci Relationships are individuals William Harris Apfel likely has professional access to. A relationship does not necessarily indicate a personal connection.

Co-Chief Executive Officer at Boston Trust Walden Co.

Relationship likelihood: Strong

Director & President at Boston Trust Walden, Inc.

Relationship likelihood: Strong

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

Relationship likelihood: Strong

Director of ESG Shareowner Engagement at Boston Trust Walden Co.

Relationship likelihood: Strong

Managing Director at Boston Trust Walden, Inc.

Relationship likelihood: Strong

Managing Director at Boston Trust Walden, Inc.

Relationship likelihood: Strong

Managing Director at Boston Trust Walden Co.

Relationship likelihood: Strong

Managing Director at Boston Trust Walden, Inc.

Relationship likelihood: Strong

Director of Strategic Initiatives at Boston Trust Walden Co.

Relationship likelihood: Strong

Portfolio Manager at Boston Trust Walden, Inc.

Relationship likelihood: Strong

Paths to William Harris Apfel
Potential Connections via
Relationship Science
You
William Harris Apfel
Chief Investment Officer at Boston Trust Walden Co.
Education
Ph.D.
Class of 1984

Brown University is located in historic Providence, Rhode Island and was founded in 1764. It is the seventh-oldest college in the United States. Brown is an independent, coeducational Ivy League institution comprising undergraduate and graduate programs, plus the Alpert Medical School, School of Public Health, School of Engineering, and the School of Professional Studies.

MA

Georgetown University is a private research university in Washington, D.C. Founded in 1789, it is the oldest Jesuit and Catholic university in the United States. Georgetown's main campus, located in Washington's Georgetown neighborhood, is noted for Healy Hall, a National Historic Landmark in the Romanesque revival style. Georgetown operates a law center on Capitol Hill and auxiliary campuses in Italy, Turkey, and Qatar.

B.A.

The State University of New York at Binghamton, also known as Binghamton University is a public research university in the U.S. state of New York. The university is one of the four university centers in the State University of New York (SUNY) system. Since its establishment in 1946, the University has grown from a small liberal arts college, Harpur College, to a large doctoral-granting institution, presently consisting of six colleges and schools, and is now home to nearly 15,000 undergraduate and graduate students. The university's main campus is located in the Town of Vestal, with a secondary education center located in the nearby downtown Binghamton. Binghamton University is currently ranked 89th among the 262 national universities ranked in the 2013 U.S. News America's Best Colleges and Universities ranking and has been called a "Public Ivy".

Memberships
Member
Current

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.

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.

Career History
Chief Investment 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.

Chief Investment Officer
1989 - 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.

Director
Current

Securities Management & Research (SM&R) focuses primarily on investments in blue chip companies. The firm complements these investments with investments in smaller, emerging, high potential companies. They use a disciplined bottom-up security selection process.For a company to be added to an SM&R mutual fund, it must meet strict performance criteria and be aligned with the investment objective of the fund. Each company is evaluated based on past performance in earnings, future growth strategies, return on invested cash flow and price relative to other companies in its industry and economic sector. SM&R uses a proprietary cash flow search engine to screen thousands of potential investment candidates to identify those with strong cash flows. This model provides a systematic, unemotional mechanism through which a true earnings picture can be developed. Companies that pass the firm's screening models are then analyzed subjectively. This process involved interaction with Wall Street analysts, speaking with company officials regarding corporate performance, strategy and competition and assessing the potential impact of macro-economic and political trends on the company's intermediate-term performance. Companies that are identified through this process that have valuations that remain attractive are presented to the investment team for the final purchase decision.

Boards & Committees
Director
Current

SMR focuses primarily on investments in blue chip companies. The firm complements these investments with investments in smaller, emerging, high potential companies. They use a disciplined bottom-up security selection process. SMR uses a proprietary cash flow search engine to screen thousands of potential investment candidates to identify those with strong cash flows. This model provides a systematic, unemotional mechanism through which a true earnings picture can be developed.

Director
2002 - 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.

Political Donations
$500
2012

Former President of United States

$1,000
2008

Former President of United States

Awards & Honors
CFA (Chartered Financial Analyst)
This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by William Harris Apfel. The use of any trade name or trademark is for identification and reference purposes only and does not imply any association with the trademark holder. The Presence of William Harris Apfel's profile does not indicate a business or promotional relationship of any kind between RelSci and William Harris Apfel.