Trish Leary
Profile
Ms. Patricia B.
Leary, CFA MBA, is a Portfolio Manager at Boston Trust Investment Management, Inc. She manages portfolios for private wealth and institutional clients.
She is also a leading contributor to the firm’s client account management practices and trust operations, ensuring timely and responsive administrative support for a broad range of clients.
She is a member of the Investment and ESG Research & Engagement Committees.
Previously, she was responsible for institutional consultant relationship management and business development.
Ms. Leary began her career in 1985.
Previously, she worked at U.S.
Trust Bank and Citizens Financial Group.
She earned a BA from the University of Vermont and an MBA from Boston College.
She holds the Chartered Financial Analyst designation and is a member of the CFA Society Boston and the CFA Institute.
She also holds the Certified Trust and Financial Adviser designation.
Former positions of Trish Leary
| Companies | Position | End |
|---|---|---|
Boston Trust Walden, Inc.
 Boston Trust Walden, Inc. Investment ManagersFinance Boston Trust Walden, Inc. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1974 and formerly known as Boston Trust Investment Management, Inc. They are a wholly-owned subsidiary of Boston Trust Walden Co., which in turn is wholly-owned by Boston Trust Walden Corp. Boston Trust Walden provides investment advisory services to the Boston Trust Walden Funds and separately managed accounts which includes institutions, pensions, government agencies and other institutional clients. They also provide investment management services to investors with environmental, social, and governance (ESG) guidelines and sub-advisory services to mutual funds. | Investment Committee Member | 22/09/2019 |
| Citizens Bank of Massachusetts | Corporate Officer/Principal | - |
Training of Trish Leary
| University of Vermont | Undergraduate Degree |
| Boston College | Masters Business Admin |
Experiences
Positions held
Linked companies
| Private companies | 2 |
|---|---|
| Citizens Bank of Massachusetts | Finance |
Boston Trust Walden, Inc.
Boston Trust Walden, Inc. Investment ManagersFinance Boston Trust Walden, Inc. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1974 and formerly known as Boston Trust Investment Management, Inc. They are a wholly-owned subsidiary of Boston Trust Walden Co., which in turn is wholly-owned by Boston Trust Walden Corp. Boston Trust Walden provides investment advisory services to the Boston Trust Walden Funds and separately managed accounts which includes institutions, pensions, government agencies and other institutional clients. They also provide investment management services to investors with environmental, social, and governance (ESG) guidelines and sub-advisory services to mutual funds. | Finance |
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