Amy Crandall Kaser
Analyst-Equity bij Boston Trust Walden, Inc.
Profiel
Ms. Amy C.
Kaser is a Chief Investment Officer of our Wealth & Investment Management business at Boston Trust Walden, Inc. In this role, she develops and implements investment policy and strategies to meet the unique needs of the firm’s private wealth clients.
In addition, Amy manages balanced and equity portfolios for institutional and private wealth clients.
She is a member of the Investment, Investment Policy, Portfolio Strategy, Wealth Strategies, and ESG Research & Engagement Committees.
She also contributes to securities research and analysis.
She began her career in 1995 and joined Boston Trust Walden in 2012.
She member of the Boston and a member of the Investment Committee of Urban Edge, a national leader in the community development field that builds affordable housing in Boston.
Amy is also a member of the Boston Economics Club, Boston Council on Foreign Relations, and the Boston Estate Planning Council.
She previously worked for hedge fund New Generation Advisors and the Harvard Business School, where she authored case studies and developed teaching materials for MBA studies in business analysis and valuation.
Amy also worked as an Investment Officer at MFS Investment Management where she performed fundamental analysis on the chemical and restaurant industries, and at Loomis Sayles & Company where she served as a Vice President and Senior Equity Analyst covering equities within the consumer discretionary sector.
She earned a BA in Economics from the College of William & Mary and an MBA from the Wharton School of the University of Pennsylvania.
She holds the Certified Financial Planner certification.
She is the treasurer of the Munroe Center for the Arts in Lexington, MA
Actieve functies van Amy Crandall Kaser
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Analyst-Equity | 01-01-2012 |
Eerdere bekende functies van Amy Crandall Kaser
| Bedrijven | Functie | Einde |
|---|---|---|
New Generation Advisors LLC
 New Generation Advisors LLC Investment ManagersFinance New Generation Advisors LLC (NGA) is an independent registered investment advisor and hedge fund manager headquartered in Manchester, Massachusetts. The firm was founded by George Putnam III in 2007 and succeeded to the investment advisory business of New Generation Advisers, Inc. in 2008. NGA provides investment management services to two limited partnerships, the NGA Funds, one formed in Massachusetts and the other in Bermuda. The limited partners in the NGA Funds consist of high net-worth individuals, family offices, endowments, other institutions and funds-of-funds. | Corporate Officer/Principal | 31-12-2011 |
Massachusetts Financial Services Co.
 Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Corporate Officer/Principal | 30-04-1999 |
Loomis, Sayles & Co. LP
 Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds. | Corporate Officer/Principal | 31-03-2004 |
Opleiding van Amy Crandall Kaser
| The College of William & Mary | Undergraduate Degree |
| The Wharton School of the University of Pennsylvania | Masters Business Admin |
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| Bedrijven in privébezit | 4 |
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Loomis, Sayles & Co. LP
Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds. | Finance |
Massachusetts Financial Services Co.
Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | 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 |
New Generation Advisors LLC
New Generation Advisors LLC Investment ManagersFinance New Generation Advisors LLC (NGA) is an independent registered investment advisor and hedge fund manager headquartered in Manchester, Massachusetts. The firm was founded by George Putnam III in 2007 and succeeded to the investment advisory business of New Generation Advisers, Inc. in 2008. NGA provides investment management services to two limited partnerships, the NGA Funds, one formed in Massachusetts and the other in Bermuda. The limited partners in the NGA Funds consist of high net-worth individuals, family offices, endowments, other institutions and funds-of-funds. | Finance |
