David Aaron Sandell
Analyst-Equity bij Boston Trust Walden, Inc.
Profiel
Mr. David A.
Sandell, CFA, is a Portfolio Manager at Boston Trust Walden, Inc. He manages balanced and equity portfolios for institutional and private wealth clients.
Mr. Sandell is a member of the Investment and Portfolio Strategy Committees and provides primary research and analysis in the communication services sector.
He is also a Portfolio Manager on the Boston Trust Walden International Large Cap strategy.
Mr. Sandell began his career in 2004 and joined the firm in 2013.
Previously, he was Vice President at Leeb Capital Management where he served as a Security Analyst, Portfolio Manager, and member of the firm’s Investment Committee, among other roles.
He earned a BA in Psychology and Finance from Washington University in St. Louis.
He holds the Chartered Financial Analyst designation and is a member of the CFA Society Boston and the CFA Institute.
Actieve functies van David Aaron Sandell
| 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 | 01-01-2013 |
Eerdere bekende functies van David Aaron Sandell
| Bedrijven | Functie | Einde |
|---|---|---|
Leeb Capital Management, Inc.
 Leeb Capital Management, Inc. Investment ManagersFinance Leeb Capital Management, Inc. (LCM) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded by Stephen Leeb in 1984 and formerly known as Money Growth Institute, Inc. LCM provides quality investment management services to individuals and institutions. | Trading-Equity | - |
Opleiding van David Aaron Sandell
| Washington University in St. Louis | Undergraduate Degree |
Ervaring
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| Bedrijven in privébezit | 2 |
|---|---|
Leeb Capital Management, Inc.
Leeb Capital Management, Inc. Investment ManagersFinance Leeb Capital Management, Inc. (LCM) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded by Stephen Leeb in 1984 and formerly known as Money Growth Institute, Inc. LCM provides quality investment management services to individuals and institutions. | 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 |
