Richard is the Director of Equity Investing and serves on the boards of Boston Trust Walden N.A. and Boston Trust Walden Corporation. He is the lead portfolio manager of the Small and SMID Cap equity strategies and a member of the Mid Cap equity portfolio management team. He conducts securities research across sectors and contributes to initiatives that support the organization’s quantitative tools and methodologies. He is a member of the Senior Management Committee and Investment Committee. Richard began his career in 1997 and joined Boston Trust Walden in 2013. Previously, he worked at BlackRock, J.L. Kaplan Associates, Village Ventures, and Wellington Management. He earned an MBA from Dartmouth College, an MSc from the London School of Economics, and a BA from Williams College. He holds the Chartered Financial Analyst® designation and is a member of the CFA Society Boston and the CFA Institute.

Leanne is a portfolio manager for the Small Cap and SMID Cap equity strategies. She is a member of the Investment Committee, Active Ownership Committee, and Trade Review Committee. Leanne provides primary securities research and analysis across sectors and industries, including consumer discretionary, consumer staples, and healthcare. Prior to joining Boston Trust Walden in 2019, Leanne worked at Cadence Capital Management for 22 years in numerous functional areas, including investments, trading, and operations. As a Senior Equity Analyst, she was responsible for covering a broad universe of stocks across several sectors, including consumer, energy, health care, and industrials. More recently, she was a Consultant and Investment Analyst at Meketa Investment Group, working with Defined Benefit, Annuity, Taft-Hartley, and other plan sponsors. Leanne earned an MS in Finance from Bentley University and a BS from Northeastern University. She is a member of CFA Society Boston, the CFA Institute, Boston Women in Finance, and the National Association of Petroleum Investment Analysts (NAPIA). In addition, she is a Trustee of the Board of the National MS Society Greater New England Chapter, and a Committee member of the National MS Society Fashion Plates.

Brad is a Portfolio Manager for the Small Cap and SMID Cap equity strategies. He is a member of the Investment Committee and provides primary securities research and analysis across sectors and industries, including energy and industrials. Brad began his career in 2009 and joined Boston Trust Walden in 2023. Previously, he served as a Director and Portfolio Manager of Small & Mid Cap Equities at Rothschild & Co US Asset Management. Prior to Rothschild & Co, he worked at Rockefeller Capital Management for ten years in various investment roles, most recently as a senior equity analyst and portfolio manager. Brad earned an MBA with honors from Columbia Business School and a BS in Economics from Trinity College. He holds the Chartered Financial Analyst® designation and is a member of CFA Society Boston and the CFA Institute.