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Heidi Soumerai, CFA Heidi joined Boston Trust & Investment Management Company in 1985 as a quantitative and social research analyst. She is Director of ESG Research for Walden Asset Management, a division of Boston Trust, and oversees the evaluation of existing and potential securities relative to environmental, social and governance factors. She also coordinates and leads a variety of shareholder advocacy initiatives to promote greater corporate accountability, including company dialogues, shareholder proposals and proxy voting. She is editor of Walden’s client newsletter, Values. She is also a member of the Shareholder Advocacy Committee as well as a Director of Boston Trust. Prior to joining Boston Trust, Heidi was a research associate for the Adolescent School Health Project in Boston. Heidi holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the Boston Security Analysts Society. She earned a B.S. in Public Health from the University of Massachusetts and an M.B.A. from Boston University. |
