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Jeremy A. Cote, CFA

Jeremy A. Cote, CFAResearch Analyst

Jeremy is a Research Analyst covering the technology, media and telecommunications sectors. Prior to joining Trillium in 2014, he was a Senior Investment Analyst at FM Global where he was responsible for fundamental research in the consumer discretionary, internet, media and telecommunications sectors. Before joining FM Global, he was Assistant Vice President, Research Analyst on the US Strategic Investment Team at Baring Asset Management, where he analyzed large cap and small cap equities for the firm’s domestic and global sector portfolios. Prior to Barings, he worked in investment operations at Pell Rudman Trust Company and State Street Corporation.

Jeremy is a Chartered Financial Analyst charterholder and a member of the CFA Institute and CFA Society Boston, where he serves as a member of the Sustainable Investing Conference Planning Subcommittee. His previous society roles include membership on the Career Development, Global Equities, and Private Wealth Management Subcommittees. He is member of the Sustainable Investing Research Analyst Network (SIRAN) and served on the Steering Committee for the BizNGO Chemical Footprint Project. He is also currently a member of the of the UN Principles for Responsible Investment (UN PRI) Listed Equity Steering Committee and the Listed Equity Integration Subcommittee. Jeremy has also participated on several Sustainability Accounting Standards Board (SASB) Industry Working Groups.

He holds a B.S. in Applied Economics from Plymouth State University and received both his M.B.A and M.S. in Finance from Boston College.

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