Boston Trust & Investment Management Co.

Description

Ms. Lotufo is a relationship manager for individual and institutional client portfolios, specializing in retirement plan administration. She possesses over thirty years of experience in the financial services industry. For the last twenty years, she has focused on all aspects of portfolio administration, with some related operations and tax servicing responsibilities. Prior to joining the organization in 1991, Ms. Lotufo worked at United States Trust Company and Boston Trade Bank where she gained experience in commercial banking, bank management and human resources.

Our professionals offer an exceptional blend of talent and experience and are dedicated to providing investment solutions and service tailored to your investment needs.

Since 1974, Boston Trust & Investment Management Company has been providing portfolio management services to institutional and individual clients. Originally the investment division of a New England regional bank, we have operated independently since 1994 and became a 100% employee-owned company in 2004. We believe that employee ownership is the best model for money management firms, as it correctly aligns the goals of the clients and the company – as both are long-term investors. Also, the employee ownership model helps us attract and retain outstanding professionals.

Mr. Benevento is a relationship manager for individual and institutional client portfolios. He possesses over twenty years of experience in portfolio administration and trust operations and is chair of the Trust Administration Committee. Prior to joining Boston Trust in 1997, Mr. Benevento worked at Montgomery Asset Management and Mellon Bank. He holds the Certified Trust and Financial Adviser designation, and is a Certified Financial Planner®. He earned a BA from Fairfield University.

Individuals & Families Whether you come to us with a collection of stocks and bonds accumulated through personal savings, inherited wealth, or the proceeds of your entrepreneurial success, we will work with you to establish and maintain a prudent balance between income generation and principal growth that reflects your objectives. Our portfolio managers are experienced in guiding you toward an appropriate long-term investment strategy in a world of rapid change. Our separately managed portfolios are carefully monitored to take into account your personal goals and tax-related circumstances.

Products & services

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