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William H. Apfel, CFA Bill is Executive Vice President, a Director of Boston Trust and a Portfolio Manager. Bill is Chair of the Investment Committee and the Director of Securities Research, in which capacity he oversees all Equity and Fixed Income research activity. Bill is responsible for research and analysis in the Consumer Staples sector and the Insurance industry. He is also a member of the Portfolio Strategy and Corporate Governance Committees. As the Managing Director of Walden Asset Management, Bill oversees the integration of ESG research into the investment process, as well as Walden’s shareholder engagement initiatives. He is also a member of the Research & Engagement Committee. Prior to joining Boston Trust and Walden in 1989, Bill was an Investment Executive at Kidder, Peabody & Co. He holds the Chartered Financial Analyst® designation and is a member of the Boston Security Analysts Society and the CFA Institute. He earned a B.A. from Binghamton University, M.A. from Georgetown University and Ph.D. from Brown University, and was a Fulbright Scholar.
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