Boston Trust Walden Announces Key Changes in Portfolio Management Teams

Boston Trust Walden Company has declared notable changes within its institutional portfolio management teams, set to take effect on December 31, 2025. These modifications are pivotal as the firm continues to evolve its strategies to meet client expectations and market dynamics.

One of the most significant changes is the transition of Kenneth Scott, who has been a vital figure in the company's investment approach, stepping down from his role as the portfolio manager overseeing the Small and SMID Cap Equity strategies. Despite this transition, Scott will retain his position as Co-Chief Executive Officer. Reflecting on his decision, Scott expressed gratitude for the trust that clients and intermediaries have placed in him throughout his 25-year tenure. He stated, "I am deeply grateful for the trust our clients and intermediaries have placed in Boston Trust Walden. After 25 years, I step away from the Small and SMID Cap Equity strategies with full confidence in the team's ability to carry this work forward with the same discipline, integrity, and commitment to our investment approach."

Scott's departure marks the culmination of a gradual evolution within the Small and SMID Cap Equity portfolio management team, which has been in place since 2024. Richard Williams, who has been a portfolio manager since 2015, will step into the role of lead portfolio manager for these strategies. He will collaborate closely with fellow portfolio managers Bradley Hunnewell and Leanne Moore, ensuring the strategies' continuity and success moving forward.

In addition, there will be structural changes in the Multi-Asset strategy team. Sean Cameron, a valuable member of Boston Trust Walden since 2020, will ascend to the lead portfolio manager position, succeeding Stephen Amyouny, who serves as Chief Investment Officer and Co-Chief Executive Officer. Amyouny remains involved with the portfolio management team, continuing to work alongside Tchintcia Barros. To further enhance the team, Nathaniel Riley, currently a Senior Strategist, will join as a portfolio manager.

Amyouny commended Cameron's strong investment insight and disciplined decision-making, stating, "Sean has consistently demonstrated deep investment insight and disciplined decision-making, and he is already known to our clients and partners."

Changes are also evident within the International Equity strategy, where the number of managers will reduce from four to three. With Nathaniel Riley transitioning to the Multi-Asset group, Kabir Goyal, David Sandell, and Aaron Ziulkowski will manage the International Equity strategy, maintaining a continued focus on effective investment management.

Boston Trust Walden is an independent, employee-owned asset management firm that has been providing investment management services to institutional investors and private wealth clients. As of September 30, 2025, the firm managed an impressive $16.6 billion in client assets, showcasing its commitment to delivering comprehensive investment solutions.

With these leadership changes, Boston Trust Walden aims to uphold its dedication to transparency, integrity, and high-performance investment strategies, adapting to the evolving landscape and client needs. As the firm transitions leadership roles within its key strategies, it remains steadfast in its objective to ensure its clients' success remains at the forefront of its operations.

In conclusion, these strategic changes demonstrate Boston Trust Walden's commitment to robust portfolio management and the sustainable growth of its investment strategies. The firm is well-positioned for the future as it continues to build a strong team capable of navigating the complexities of the investment landscape while ensuring long-term value for its clients.