William H. Apfel, CFA
Portfolio Manager/Director of Securities Research


Bill joined Boston Trust & Investment Management Company in 1989 as a portfolio manager. In addition to his current role as Director of Securities Research, Bill is Managing Director of Walden Asset Management, the socially responsive division of Boston Trust. He manages portfolios for both institutional and individual clients, is chair of the Investment Committee and coordinates our entire securities research effort. Bill also serves on the Portfolio Strategy Committee and the Small Cap Oversight Committee. Prior to joining Boston Trust, Bill worked as an Investment Executive at Kidder, Peabody & Co.

Bill is a CFA charter holder and is a member of the Boston Security Analysts Society and the CFA Institute. He earned his BA from Binghamton University, his MA from Georgetown University, and his Ph.D. from Brown University. Bill is a director of Boston Trust.