Firm profile

Boston Trust Walden Inc..

BOSTON, MACRD 111266Registration Status: ApprovedEffective since April 11, 2001SEC # 801-60136Latest ADV March 31, 2026

Boston Trust Walden Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Boston, MA. Its latest Form ADV filing, dated March 31, 2026, reports $4.6B in regulatory assets under management, 32 employees, 1 office, and 15 accounts.

Assets Under Management
$4.6B
Employees
32
Offices
1 office
Total Clients
15

Associated firm names

3 names listed
  • BOSTON TRUST INVESTMENT MANAGEMENT
  • BOSTON TRUST WALDEN INC.
  • BOSTON TRUST INVESTMENT MANAGEMENT, INC.

Leadership

2 roles identified
CCOThomas J. Boland
CFOJennifer A. Ellis

Advisory services offered

3 types reported
Other advisory services
Portfolio management for businesses
Portfolio management for investment companies

Fee models offered

1 types reported
Asset based fees

Offices & Contact

Primary office

BOSTON, Massachusetts, United States

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Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

Massachusetts

BOSTONPrimary office

1 office records listed · 1 total offices reported. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$4.6Bas of March 31, 2026
Discretionary100.0%
$4.6B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Client Coverage Demographics

Top client segmentInvestment Cos. represent 66.7% of total clients.
Top client categories% of clientsClients
1
Investment Cos.
66.7%
10
2
Government
13.3%
2
3
FOREIGN RETIREMENT PLAN AND A UCITS SUB DELEGATION
13.3%
2
4
Sovereign Wealth
6.7%
1

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$4.6B
Total Accounts15
10Y AUM Change+$2.8B (+157.0%)

Private Funds

Private funds reported by Boston Trust Walden Inc..

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Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees32
Clients per Employee0:1
10Y Employee Change+9 (+39.1%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.


Ownership

Reported direct and indirect ownership ranges

Each range applies to a separate reported relationship and should not be added together.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%
BOSTON TRUST WALDEN NATIONAL ASSOCIATIONDirect owner · Schedule AInterest in BOSTON TRUST WALDEN INC.
75%+
BOSTON TRUST WALDEN CORPORATIONIndirect owner · Schedule BInterest in BOSTON TRUST WALDEN NATIONAL ASSOCIATION
75%+

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Boston Trust Walden Inc...

Reported ownership and control details

Form ADV · Filing date 2026-03-31 · Schedules A and B

18 entries
#Owner / person & roleInterest in entityReported interestControl personTitle / status acquiredSource
1BOSTON TRUST WALDEN NATIONAL ASSOCIATIONCORPORATIONDomestic entityBOSTON TRUST WALDEN INC.75% or moreCode EYesCORPORATION03/2001Schedule APDF page 20
2DAVID AARON SANDELLDIRECTORIndividualBOSTON TRUST WALDEN INC.Less than 5%Code NAYesDIRECTOR01/2017Schedule APDF page 20
3Jennifer Ann EllisCHIEF FINANCIAL OFFICERIndividualBOSTON TRUST WALDEN INC.Less than 5%Code NAYesCHIEF FINANCIAL OFFICER01/2012Schedule APDF page 20
4THOMAS JOHN BOLANDDIRECTOR/CHIEF COMPLIANCE OFFICERIndividualBOSTON TRUST WALDEN INC.Less than 5%Code NAYesDIRECTOR/CHIEF COMPLIANCE OFFICER06/2018Schedule APDF page 20
5KATRINA LEE PELSUEDIRECTORIndividualBOSTON TRUST WALDEN INC.Less than 5%Code NAYesDIRECTOR03/2022Schedule APDF page 20
6Heidi Harris VanniDIRECTOR/PRESIDENTIndividualBOSTON TRUST WALDEN INC.Less than 5%Code NAYesDIRECTOR/PRESIDENT09/2021Schedule APDF page 20
7VALERIE QUINONESDIRECTORIndividualBOSTON TRUST WALDEN INC.Less than 5%Code NAYesDIRECTOR03/2026Schedule APDF page 20
8NICHOLS WATSON CALDWELLDIRECTORIndividualBOSTON TRUST WALDEN INC.Less than 5%Code NAYesDIRECTOR03/2026Schedule APDF page 20
9KENNETH PETER SCOTTDIRECTORIndividualBOSTON TRUST WALDEN NATIONAL ASSOCIATIONPercentage not specifiedCode FYesDIRECTOR01/2011Schedule BPDF page 21
10STEPHEN JAMES AMYOUNYDIRECTORIndividualBOSTON TRUST WALDEN NATIONAL ASSOCIATIONPercentage not specifiedCode FYesDIRECTOR01/2011Schedule BPDF page 21
11BOSTON TRUST WALDEN CORPORATIONSHAREHOLDERDomestic entityBOSTON TRUST WALDEN NATIONAL ASSOCIATION75% or moreCode EYesSHAREHOLDER02/2001Schedule BPDF page 21
12Heidi Harris VanniDIRECTORIndividualBOSTON TRUST WALDEN NATIONAL ASSOCIATIONPercentage not specifiedCode FYesDIRECTOR01/2018Schedule BPDF page 21
13RICHARD QUILLER WILLIAMSDIRECTORIndividualBOSTON TRUST WALDEN NATIONAL ASSOCIATIONPercentage not specifiedCode FYesDIRECTOR01/2020Schedule BPDF page 21
14SARAH THERESE KELLYDIRECTORIndividualBOSTON TRUST WALDEN NATIONAL ASSOCIATIONPercentage not specifiedCode FYesDIRECTOR04/2020Schedule BPDF page 21
15JASON T O'CONNELLDIRECTORIndividualBOSTON TRUST WALDEN NATIONAL ASSOCIATIONPercentage not specifiedCode FYesDIRECTOR12/2022Schedule BPDF page 21
16Karen Louise CorbosieroDIRECTORIndividualBOSTON TRUST WALDEN NATIONAL ASSOCIATIONPercentage not specifiedCode FYesDIRECTOR01/2026Schedule BPDF page 21
17ERIC ROBERT FISCHERDIRECTORIndividualBOSTON TRUST WALDEN NATIONAL ASSOCIATIONPercentage not specifiedCode FYesDIRECTOR01/2026Schedule BPDF page 21
18Jennifer Ann EllisDIRECTORIndividualBOSTON TRUST WALDEN NATIONAL ASSOCIATIONPercentage not specifiedCode FYesDIRECTOR01/2026Schedule BPDF page 21

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Filing dated 3/31/2026 1:53:29 PM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No

In the past ten years, have you or any advisory affiliate:

  • A1Been convicted of or pleaded guilty or no contest to a felony?No
  • A2Been charged with a felony?No
BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

  • B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
  • B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

  • C1Found you or an advisory affiliate made a false statement or omission?No
  • C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
  • C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

  • D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
  • D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
  • D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

  • E1Found you or an advisory affiliate made a false statement or omission?No
  • E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
  • E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
  • FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
  • GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

  • H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
  • H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
  • H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

  • H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.