Profiel
Mr. Nichols W.
Caldwell is a Senior Manager of Institutional Markets at Boston Trust Walden, Inc. He is responsible for institutional consultant and client relationships.
He is also an investment analyst contributing to equity portfolio strategies in multiple sectors and a member of the Investment Committee.
In addition, he supports the development and implementation of the firm’s quantitative research tools.
Mr. Caldwell began his career in 2007 and joined Boston Trust Walden in 2009.
Previously he worked as an Analyst at State Street Global Advisors.
He earned a BS from Skidmore College and an MS in Finance from Boston College.
He holds the Chartered Financial Analyst designation and is a member of the CFA Society Boston and the CFA Institute.
Actieve functies van Nick Caldwell
| 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 | 01-01-2009 |
Eerdere bekende functies van Nick Caldwell
| Bedrijven | Functie | Einde |
|---|---|---|
State Street Bank & Trust Co.
 State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Corporate Officer/Principal | - |
Opleiding van Nick Caldwell
| Skidmore College | Undergraduate Degree |
| Boston College | Graduate Degree |
Ervaring
Beklede functies
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| Bedrijven in privébezit | 2 |
|---|---|
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 |
State Street Bank & Trust Co.
State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Finance |
