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Boston Trust Walden CIO To Retire

Boston Trust Walden CIO To Retire News provided by Share this article Share this article BOSTON, Jan. 26, 2021 /PRNewswire/ -- Boston Trust Walden Company today announced that William Apfel, Chief Investment Officer (CIO), will retire on June 30, 2021. Mr. Apfel will remain a member of the Board of Directors. Mr. Apfel joined Boston Trust Walden in 1989 and has held various investment and senior leadership roles during his tenure. "I have had the privilege of serving institutional and private...
United States Heidi Vanni Stephen Amyouny William Apfel Nathaniel Riley Richard Williams

Asset Allocation Strategies for the Year Ahead

December 14, 2020 Financial advisors who are looking for ideas can consider exchange traded fund portfolios that better-help position their clients for the coming year. In the recent webcast, 2021 Asset Allocation Insights: Far From Obvious, Matthew Bartolini, Head of SPDR Americas Research, State Street Global Advisors, outlined our current market environment. US equities had their biggest monthly gains since April as positive vaccine news and diminished election uncertainty spurred a risk-...
William Roach Jr Gary Fullam Matthew Bartolini Americas Research Ned Davis Research Allocation Insights

2021 Asset Allocation Insights: Far From Obvious

December 11, 2020 The word “unprecedented” has been used so often in the financial press this past year that it no longer has any meaning. Let’s call 2021 for what it is — an opportunity to rebuild your portfolio strategy from the ground up. In the upcoming webcast, 2021 Asset Allocation Insights: Far From Obvious, William Roach, Jr., President, GLOBALT Investments; Gary Fullam, Chief Investment Officer, GLOBALT Investments; and Matthew Bartolini, Head of SPDR Americas Research, Stat...
William Roach Jr Gary Fullam Matthew Bartolini Americas Research Allocation Insights Far From Obvious

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