Dan Le Joins Boston Trust Walden as New Portfolio Manager in Investment Management Team

Dan Le Joins Boston Trust Walden as New Portfolio Manager

Boston Trust Walden welcomes Dan Le to its dynamic investment management team! As of September 17, 2025, Dan has officially taken on the role of Portfolio Manager, where she will focus on managing balanced and equity portfolios for both institutional and private wealth clients.

Dan Le comes to Boston Trust Walden with over twenty years of extensive experience in the financial services industry. Her most recent position was as a Portfolio Manager at Acadian Asset Management, where she honed her skills in portfolio construction and management. Prior to that, she held influential positions at Arrowstreet Capital and State Street, further enhancing her expertise in the investment realm.

"We are delighted to welcome Dan to Boston Trust Walden," said Jason O’Connell, Director of Wealth & Investment Management. "Her robust investment knowledge, spectacular client relationship management skills, and passion for helping clients align perfectly with our firm’s philosophy and goals. We are confident that her contributions will be invaluable to our team and clients alike."

In expressing her excitement about joining the firm, Dan stated, "I greatly admire Boston Trust Walden's commitment to investment discipline, its supportive workplace culture, and its unwavering focus on clients. I look forward to collaborating with my new colleagues to design personalized wealth solutions for our clients."

Dan Le is a Chartered Financial Analyst® (CFA) and is an active member of the CFA Society Boston as well as the global CFA Institute. Beyond her professional achievements, she dedicates her time to various philanthropic endeavors, including serving as a board member and mentor for Read to a Child in Greater Boston. Additionally, she actively supports the Women’s Money Matters initiative and volunteers for the UNCF Lighted Pathways program, showcasing her commitment to community service and empowerment.

As a firm, Boston Trust Walden stands as an independent, employee-owned organization. It specializes in providing comprehensive investment management services tailored to the unique needs of institutional investors and private wealth clients. As of June 30, 2025, the firm managed an impressive portfolio amounting to $16.7 billion in client assets.

For more insights into Boston Trust Walden's governance, operations, and workforce, interested individuals can explore their 2024 Company ESG Report.

About Boston Trust Walden

Boston Trust Walden Company is a Massachusetts chartered bank and trust company, as well as a registered investment adviser. It operates as a wholly owned subsidiary of Boston Trust Walden Company. The firm prides itself on its expertise and dedication to providing exceptional investment oversight, ensuring each client receives personalized attention and strategies designed to meet their specific financial objectives.

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