Carly is a Manager of Environmental, Social, and Governance (ESG) Investing at Boston Trust and Walden Asset Management. She manages the evaluation of existing and potential securities relative to ESG factors and leads shareholder engagement initiatives on a range of sustainability issues including workplace equality and ESG reporting. She is a member of the Securities Research Committee, ESG Research & Engagement Committee, and Corporate Governance Committee.
Prior to joining Walden in 2012, Carly worked for two years with Walden as an intern while she completed her Master’s degree. She earned a BA, magna cum laude, in Economics and International and Global Studies from Brandeis University and an Master of Arts in International Economics and Finance (MAIEF) from the International Business School at Brandeis University. She holds the Chartered Financial Analyst® designation and is a member of the CFA Society Boston and the CFA Institute.
Carly currently serves on the United Nations Principles for Responsible Investment (UN PRI) Sustainable Development Goals (SDGs) Advisory Committee. From 2015-2017, Carly served as the President of the Boston Chapter of Building a Sustainable Investment Community (BASIC), a sustainable, responsible, and impact (SRI) investing professionals’ group.