Lucia Santini

Lucia Santini, CFA Portfolio Manager

Lucia joined Boston Trust & Investment Management Company in 1982. She is a Portfolio Manager for institutional and individual clients, as well as a Securities Analyst. She is a Director of Boston Trust and serves on the Investment Committee. She has also occupied a variety of senior management roles at the firm, including Chief Operating Officer, in which capacity she oversaw administration, operations, finance and compliance. Prior to joining Boston Trust, Lucia worked at the Federal Reserve Bank of Boston.

Lucia holds the Chartered Financial Analyst designation and is a member of the Boston Security Analysts Society and the CFA Institute. She earned a B.A. from Connecticut College and an M.B.A. from Boston University.

by Lucia Santini, CFA

Lucia Santini, CFA Portfolio Manager

Lucia B. Santini Field

Lucia Santini, CFA
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Lucia joined Boston Trust & Investment Management Company in 1982. She is a Portfolio Manager for institutional and individual clients, as well as a Securities Analyst. She is a Director of Boston Trust and serves on the Investment Committee. She has also occupied a variety of senior management roles at the firm, including Chief Operating Officer, in which capacity she oversaw administration, operations, finance and compliance. Prior to joining Boston Trust, Lucia worked at the Federal Reserve Bank of Boston.

Lucia holds the Chartered Financial Analyst designation and is a member of the Boston Security Analysts Society and the CFA Institute. She earned a B.A. from Connecticut College and an M.B.A. from Boston University.

Lucia Santini, CFA

Portfolio Manager

Lucia Santini, Chief Operating Officer, Senior Portfolio Manager.Before joining USTC in 1982, Lucia worked at New England Automated Clearing House.She oversees all administrative and operational functions within the company.

Lucia received a B.A from Connecticut College, and an MBA from Boston University.She is a Chartered Financial Analyst and a member of the Boston Security Analysts Society.

Lucia B. Santini Field Board

Lucia B. Santini Field is senior vice president and senior portfolio manager at Boston Trust & Investment Management Company and Walden Asset Management, where she has worked for more than 25 years. She manages equity and balanced portfolios for both institutional and individual clients and incorporates clients' environmental, social, and governance concerns into their portfolios.
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Lucia also serves on the Board of Murray Unitarian Universalist Church, in Attleboro, Mass. She served on the Investment Committee of the UUA from 1998 to 2006 and served as chairperson from 2000 to 2005.
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Lucia earned a B.A. (Cum Laude) from Connecticut College in 1980 and an M.B.A. from Boston University in 1988. She was awarded the Chartered Financial Analyst designation in 1990. She is a member of both the Institute of Chartered Financial Analysts and the Boston Security Analysts Society.

Ms. Lucia Santini Field lsantini@ustrustboston.com

Lucia Santini Field, representative - Investment Commitee lsantini@ustrustboston.com
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Lucia Santini Field, Chair lsantini@ustrustboston.com Charles (Mel) Gray cmgray@stthomas.edu