Dan Le, CFA Joins Boston Trust Walden as a Portfolio Manager

BOSTON, Sept. 17, 2025 /PRNewswire/ -- Boston Trust Walden is pleased to announce that Dan Le has joined the firm. She will serve as a Portfolio Manager on the Wealth & Investment Management team, managing balanced and equity portfolios for institutional and private wealth clients.

Ms. Le's industry experience spans more than two decades. Most recently, she served as a Portfolio Manager at Acadian Asset Management. Prior to this, Dan held various roles at Arrowstreet Capital and State Street.

"We are delighted to welcome Dan to Boston Trust Walden," said Director of Wealth & Investment Management Jason O'Connell. "Her strong investment background, outstanding relationship management skills, and keen interest in working with our clients make for a promising addition to our team."

"I greatly admire Boston Trust Walden's investment discipline, workplace culture, and client focus," said Dan. "I look forward to working with my new colleagues to design tailored wealth solutions for the clients we serve."

Dan holds the Chartered Financial Analyst^® designation and is a member of the CFA Society Boston and the CFA Institute. She is a board member and mentor for Greater Boston's Read to a Child and volunteers her time to Women's Money Matters and UNCF Lighted Pathways.

About Boston Trust Walden

Boston Trust Walden is an independent, employee-owned firm providing investment management services to institutional investors and private wealth clients. As of June 30, 2025, the firm managed $16.7 billion in client assets.

To learn more about Boston Trust Walden Company's workforce, workplace, governance, and operations, read our 2024 Company ESG Report: https://www.bostontrustwalden.com/wp-content/uploads/2025/06/2024-Company-ESG-Report.pdf 

Boston Trust Walden Company is a Massachusetts chartered bank and trust company. Boston Trust Walden Inc. is a registered investment adviser and a wholly owned subsidiary of Boston Trust Walden Company.

Media Inquiries: Lindsey Lane, Director of Marketing & Communications, [email protected], (617) 726-7257

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SOURCE Boston Trust Walden Company