# BOSTON TRUST WALDEN INC.

BOSTON TRUST WALDEN INC. of BOSTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 111266
- Type: SEC-registered investment adviser
- SEC file number: 801-60136
- Location: ONE BEACON STREET, 34TH FLOOR, BOSTON, MA, 02108-3116
- Phone: 617-726-7250
- Latest filing: 2026-03-31
- Regulatory AUM: $4.6B
- Discretionary AUM: $4.6B
- Clients: 32
- Accounts: 15

## Business model

- Compensation: % of AUM
- Clients served: Pooled vehicles, Other

## Officers, owners & control persons (40)

_Showing 25 of 40 people._

| Name | Role | Location |
| --- | --- | --- |
| Lucia Bianca Santini | DIRECTOR/PRESIDENT | — |
| Kenneth Peter Scott | DIRECTOR | — |
| Stephen James Amyouny | DIRECTOR | — |
| David Aaron Sandell | DIRECTOR | — |
| Thomas John Boland | CHIEF COMPLIANCE OFFICER; DIRECTOR/CHIEF COMPLIANCE OFFICER | — |
| Jennifer Ann Ellis | CHIEF FINANCIAL OFFICER; DIRECTOR | — |
| Heidi Harris Vanni | DIRECTOR; DIRECTOR/PRESIDENT | — |
| Amy Crandall Kaser | DIRECTOR | — |
| Richard Quiller Williams | DIRECTOR | — |
| Sarah Therese Kelly | DIRECTOR | — |
| Katrina Lee Pelsue | DIRECTOR | — |
| Jason T O'Connell | DIRECTOR | — |
| Karen Louise Corbosiero | DIRECTOR | — |
| Eric Robert Fischer | DIRECTOR | — |
| Domenic Colasacco | DIRECTOR | — |
| Kimberly Davis Gluck | DIRECTOR | — |
| COLASACCO DOMENIC | 1-SHAREHOLDER 2-DIRECTOR; DIRECTOR; DIRECTOR/PRESIDENT | — |
| SANTINI LUCIA BIANCA | 1-SHAREHOLDER 2-DIRECTOR; CLERK/TREASURER/DIRECTOR; DIRECTOR (+3 more) | — |
| APFEL WILLIAM HARRIS | 1-SHAREHOLDER 2-DIRECTOR; DIRECTOR | — |
| KELLY SARAH THERESE | CLERK; CLERK, CHIEF COMPLIANCE OFFICER; DIRECTOR | — |
| LINCOLN ROBERT ALLEN | 1-SHAREHOLDER; 1-SHAREHOLDER 2-DIRECTOR | — |
| MOODY STEPHEN KREIGH | 1-SHAREHOLDER 2-DIRECTOR; 2-SHAREHOLDER 2-DIRECTOR; DIRECTOR | — |
| CUSHING MARK ELLIOTT | 1-SHAREHOLDER 2-DIRECTOR; DIRECTOR | — |
| SOUMERAI HEIDI ANN | 1-SHAREHOLDER 2-DIRECTOR; DIRECTOR | — |
| STEMPEL JOAN VICKI | CLERK/DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/111266/brochure
- Similar advisers: https://search.stillhousedata.com/firm/111266/similar
- Related entities: https://search.stillhousedata.com/firm/111266/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/111266

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.