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Trish B. Leary, CFA Ms. Leary is a vice president and senior administrative officer. Her primary responsibilities focus on client service, portfolio administration and trust operations. She has occupied various roles at the company, including consultant relationship management. Prior to joining Boston Trust in 1998, Ms. Leary worked at Citizens Bank of Massachusetts in a variety of roles, including cash management and non-profit lending. She holds the Chartered Financial AnalystŪ designation and is a member of the Boston Analysts Society and the CFA Institute. She earned a B.A. from the University of Vermont and an M.B.A. from Boston College.
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