Advocacy & Policy
Welcome to the Trillium Advocacy Dashboard
At Trillium, we consider it fundamental to our mission and our fiduciary responsibility to engage with the companies that we hold on behalf of our clients and policymakers to press for positive change on ESG topics or opportunities that we believe will help improve ESG policies, performance, or impact.
Watch and learn more about what shareholder advocacy means at Trillium:
Quick Links
Recent Developments
Trillium News
April 20, 2022
Trillium Expands Advocacy Program To Include International Holdings
Trillium is thrilled to dedicate additional resources to our advocacy efforts by creating a new role, Director, International Shareholder Advocacy. Meet Lisa Hayles and learn more about her plans and priorities to build and implement an advocacy program to engage with non-U.S. companies held within our portfolios.
Read MoreLatest News
March 31, 2022
Trillium Urges Starbucks to Respect Workers’ Rights
Trillium and a group of investors representing over $3.4 trillion in assets sent a second letter to Starbucks on March 15, 2022, urging the company to publicly commit to respect workers’ rights to organize into a union and to swiftly negotiate fair and timely collective bargains with workers should they vote to unionize.
Read MoreShareholder Proposals
Trillium exercises the shareholder’s right to file a shareholder proposal asking companies to address ESG topics.
These proposals can come up for a vote at the company’s annual meeting and can be useful ways to change a corporation’s behavior.
View Trillium's Shareholder Proposals
Archive >Papers & Reports
Trillium's Engagement to Reduce Toxic Chemical Pollution
Corporate Support for Employee Voting - 2021
The Fight for Racial Equality
Corporate Support for Employee Civic Engagement
Trillium's Engagement on Plastic Packaging Pollution
Company Spotlight: Chipotle Mexican Grill
Trillium's Leadership on LGBT Issues
Trillium's Approach to Shareholder Engagement
Archive >Shareholder Advocacy Reports
Q3/Q4 2021
Shareholder Advocacy Report (PDF)
Shareholder Advocacy Report (PDF)
Q1/Q2 2021
Shareholder Advocacy Report (PDF)
Shareholder Advocacy Report (PDF)
Q3/Q4 2020
Shareholder Advocacy Report (PDF)
Shareholder Advocacy Report (PDF)
Q1/Q2 2020
Shareholder Advocacy Report (PDF)
Shareholder Advocacy Report (PDF)
Q3/Q4 2019
Shareholder Advocacy Report (PDF)
Shareholder Advocacy Report (PDF)
Q1/Q2 2019
Shareholder Advocacy Report (PDF)
Shareholder Advocacy Report (PDF)
Q3/Q4 2018
Shareholder Advocacy Report (PDF)
Shareholder Advocacy Report (PDF)
Q1/Q2 2018
Shareholder Advocacy Report (PDF)
Shareholder Advocacy Report (PDF)
Q3/Q4 2017
Shareholder Advocacy Report (PDF)
Shareholder Advocacy Report (PDF)
Q1/Q2 2017
Shareholder Advocacy Report (PDF)
Shareholder Advocacy Report (PDF)
Q3/Q4 2016
Shareholder Advocacy Report (PDF)
Shareholder Advocacy Report (PDF)
Q1/Q2 2016
Shareholder Advocacy Report (PDF)
Shareholder Advocacy Report (PDF)
Q3/Q4 2015
Shareholder Advocacy Report (PDF)
Shareholder Advocacy Report (PDF)
Q1/Q2 2015
Shareholder Advocacy Report (PDF)
Shareholder Advocacy Report (PDF)
Shareholder Advocacy Team

Graham Kitchen

Jamie Mariani, CFA
Portfolio Manager, United Kingdom

Ian Warmerdam, BSc MSc, ASIP
Lead Portfolio Manager, United Kingdom

Whitney Zelee
Chief Administrative Officer

Nancy Denney
Chief Compliance Officer

Jonas Kron, Esq.
Chief Advocacy Officer

Michelle McDonough
Chief Operating Officer

John Quealy, CPA
Chief Investment Officer & Portfolio Manager

Matthew W. Patsky, CFA
CEO & Portfolio Manager

Keith A. Mills, CFA
Research Analyst

Tanya Svidler
Director of Institutional Business Development and Client Portfolio Management

Andrea Zdanaviciute
ESG Research Analyst, United Kingdom

Nakia Maddox-Eubanks
Investment Manager

Stephanie Pascual
Portfolio Associate

Ellen Griggs

Cindy Mulica
Portfolio Associate

Cheryl I. Smith, Ph.D., CFA
Economist, Portfolio Manager & Research Analyst

Amanda Gillespie
Group Executive, Perpetual Asset Management, Australia

Elizabeth R. Levy, CFA
Head of ESG Strategy and Portfolio Manager

Brendan Horan
Executive Assistant to CEO

Shaylah Kelly
Operations Associate

Susan Baker
Director of Shareholder Advocacy

Lisa Hayles
Director of Shareholder Advocacy, International

Joseph Loux
Trader

Alex Jovanovic, CFP®
Head of Private Client & Investment Manager

Chuck Thompson
Head of Distribution & Strategy - Americas

Robert Kenyon
Head of Intermediary & Business Management – Americas

Ray Wiley
Controller

Mitali Prasad, CFA
Portfolio Manager & Research Analyst

Ian Wolf, CFA
Research Analyst

Jennifer Britman
Compliance Associate

Jeremy A. Cote, CFA
Research Analyst

Kate Monahan
Director of Shareholder Advocacy

Carrie Cabezas
Portfolio Associate

Laura Torres
ESG Research Analyst

C. Cyrus McMillan, CFA
Research Analyst

Michael Stabile
Senior Vice President – Western Divisional Manager

Denise Selden

Laura L. McGonagle, CFA
Portfolio Manager & Research Analyst

Will J. Lana, CFA
Investment Manager

Chris Golden
Senior Manager, Legal and Compliance

Sada Geuss
Head of Impact Strategy, Investment Manager

Colgan Powell
Portfolio Associate

Kate Licina
Head of Marketing - Americas

Christian Wood
Research Associate

Emily Lethenstrom
Director of ESG Research and ESG Specialist

Gaby Mengstab
Senior National Accounts Manager

Jodi Neuman, CFA
Investment Manager

Richard Souri, FRM
Director, Trillium Asset Management UK Limited, London

David Lane
Group Executive, Perpetual Asset Management

Karen Nyawera
Equity Analyst

Tobi Mason, CFA
Investment Manager

Vicki Little
Investment Assistant & Office Manager, United Kingdom

Lisa MacKinnon
Global Institutional Business Development

Alyson Mikami
Portfolio Associate

Gerardo Lopez
Operations Manager

Jean Bua

Leslie Kravetsky
Senior Vice President - Eastern Divisional Manager

Hyewon Han
Associate Shareholder Advocate

Susan Rosmarin
Head of Business Development Support

Patrick Wollenberg, CEFA
Portfolio Manager & Research Analyst

Melanie Miao
Investment Analyst, United Kingdom

Sam Mosse
Chief Risk Officer, Perpetual Limited

Colin Mew
Portfolio Associate

Tauby Warriner
Shareholder Advocate

John McInerney
Vice President – New England Regional, Distribution

Janelle Krizek
Marketing Manager

Paul A. Hilton, CFA
Portfolio Manager & Research Analyst

Rob Barry
Compliance Officer

Olivia Luciani
ESG Research Associate

Sahas Apte, CFA
Research Analyst
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