Mr. Williams is a portfolio manager for the Boston Trust and Walden Small Cap and SMID Cap Equity strategies. He is a member of the Investment Committee and provides primary research and analysis in the information technology, industrials, and utilities sectors, and shares responsibility for coordinating firm wide equity research. He also contributes to portfolio management for the Mid Cap and Value Equity strategies.
Prior to joining the firm in 2013, Mr. Williams worked at BlackRock as an equity analyst on the Value team, covering a variety of economic sectors and participating in client service, marketing, and business development efforts. Previously, he worked at J.L. Kaplan Associates, Village Ventures, and Wellington Management. He holds the Chartered Financial Analyst® designation, and is a member of the Boston Security Analysts Society and the CFA Institute. He earned a BA from Williams College, an MSc from the London School of Economics, and an MBA from the Tuck School of Business at Dartmouth.