Lucia Santini, CFA

2017-10-12T09:58:42+00:00

Lucia Santini, CFA

Managing Director
Lucia is a Managing Director and a member of the Boston Trust Board of Directors. She is the Director of BTIM Inc., Boston Trust’s investment advisor subsidiary, and President of the Boston Trust & Walden Funds. She has occupied a variety of senior management roles at the firm, including Chief Operating Officer. She currently manages portfolios for both institutional and individual clients, and is a member of the Securities Research, Audit & Risk, and ESG Research & Engagement Committees.

Prior to joining the firm in 1982, Lucia worked for New England ACH at the Federal Reserve Bank of Boston. She earned a BA, cum laude, from Connecticut College and an MBA from Boston University. She holds the Chartered Financial Analyst® designation, and is a member of the CFA Society Boston and the CFA Institute. She currently serves as the Financial Advisor of the Unitarian Universalist Association (UUA).