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
Latest News
December 14, 2020

A Multi-Decade Engagement: The Changing of the Washington NFL Team Name and Logo

On July 13, 2020, the Washington football team announced it was retiring its name, mascot and logo. The change is a direct result from engagement with sponsors and shareholders as well as decades of Native-led advocacy.

Trillium and fellow Investors & Indigenous Peoples Working Group (IIPWG) members had been collaborating on this issue for years. They collectively engaged with sponsors of the Washington D.C. NFL Football team to drive this change on June 14, 2020. In late June 2020, steered by IIPWG, these engagements culminated in letters to FedEx, Nike, and Pepsi from over 80 investors representing over $620 billion in assets asking the companies to cease their relationships with the team if it continued to use its current name and logo – ultimately driving the decision to change the name.

Archive >
Shareholder 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 >
Shareholder Advocacy Team
Graham Kitchen
Graham Kitchen
Bio >
Jamie Mariani, CFA
Jamie Mariani, CFA
Portfolio Manager, United Kingdom
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Ian Warmerdam, BSc MSc, ASIP
Ian Warmerdam, BSc MSc, ASIP
Lead Portfolio Manager, United Kingdom
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Whitney Zelee
Whitney Zelee
Chief Administrative Officer
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Nancy Denney
Nancy Denney
Chief Compliance Officer
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Jonas Kron, Esq.
Jonas Kron, Esq.
Chief Advocacy Officer
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Michelle McDonough
Michelle McDonough
Chief Operating Officer
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John Quealy, CPA
John Quealy, CPA
Chief Investment Officer & Portfolio Manager
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Matthew W. Patsky, CFA
Matthew W. Patsky, CFA
CEO & Portfolio Manager
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Keith A. Mills, CFA
Keith A. Mills, CFA
Research Analyst
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Tanya Svidler
Tanya Svidler
Director of Institutional Business Development and Client Portfolio Management
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Andrea Zdanaviciute
Andrea Zdanaviciute
ESG Research Analyst, United Kingdom
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Nakia Maddox-Eubanks
Nakia Maddox-Eubanks
Investment Manager
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Stephanie Pascual
Stephanie Pascual
Portfolio Associate
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Ellen Griggs
Ellen Griggs
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Cindy Mulica
Cindy Mulica
Portfolio Associate
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Cheryl I. Smith, Ph.D., CFA
Cheryl I. Smith, Ph.D., CFA
Economist, Portfolio Manager & Research Analyst
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Amanda Gillespie
Amanda Gillespie
Group Executive, Perpetual Asset Management, Australia
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Elizabeth R. Levy, CFA
Elizabeth R. Levy, CFA
Head of ESG Strategy and Portfolio Manager
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Shaylah Kelly
Shaylah Kelly
Operations Associate
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Susan Baker
Susan Baker
Director of Shareholder Advocacy
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Lisa Hayles
Lisa Hayles
Director of Shareholder Advocacy, International
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Joseph Loux
Joseph Loux
Trader
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Alex Jovanovic, CFP®
Alex Jovanovic, CFP®
Head of Private Client & Investment Manager
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Chuck Thompson
Chuck Thompson
Head of Distribution & Strategy - Americas
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Robert Kenyon
Robert Kenyon
Head of Intermediary & Business Management – Americas
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Ray Wiley
Ray Wiley
Controller
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Mitali Prasad, CFA
Mitali Prasad, CFA
Portfolio Manager & Research Analyst
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Ian Wolf, CFA
Ian Wolf, CFA
Research Analyst
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Jennifer Britman
Jennifer Britman
Compliance Associate
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Jeremy A. Cote, CFA
Jeremy A. Cote, CFA
Research Analyst
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Kate Monahan
Kate Monahan
Director of Shareholder Advocacy
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Laura Torres
Laura Torres
ESG Research Analyst
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C. Cyrus McMillan, CFA
C. Cyrus McMillan, CFA
Research Analyst
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Michael Stabile
Michael Stabile
Senior Vice President – Western Divisional Manager
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Denise Selden
Denise Selden
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Laura L. McGonagle, CFA
Laura L. McGonagle, CFA
Portfolio Manager & Research Analyst
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Will J. Lana, CFA
Will J. Lana, CFA
Investment Manager
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Chris Golden
Chris Golden
Senior Manager, Legal and Compliance
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Sada Geuss
Sada Geuss
Head of Impact Strategy, Investment Manager
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Colgan Powell
Colgan Powell
Portfolio Associate
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Kate Licina
Kate Licina
Head of Marketing - Americas
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Christian Wood
Christian Wood
Research Associate
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Emily Lethenstrom
Emily Lethenstrom
Director of ESG Research and ESG Specialist
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Gaby Mengstab
Gaby Mengstab
Senior National Accounts Manager
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Jodi Neuman, CFA
Jodi Neuman, CFA
Investment Manager
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Richard Souri, FRM
Richard Souri, FRM
Director, Trillium Asset Management UK Limited, London
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David Lane
David Lane
Group Executive, Perpetual Asset Management
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Karen Nyawera
Karen Nyawera
Equity Analyst
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Tobi Mason, CFA
Tobi Mason, CFA
Investment Manager
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Vicki Little
Vicki Little
Investment Assistant & Office Manager, United Kingdom
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Lisa MacKinnon
Lisa MacKinnon
Global Institutional Business Development
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Alyson Mikami
Alyson Mikami
Portfolio Associate
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Gerardo Lopez
Gerardo Lopez
Operations Manager
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Jean Bua
Jean Bua
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Leslie Kravetsky
Leslie Kravetsky
Senior Vice President - Eastern Divisional Manager
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Hyewon Han
Hyewon Han
Associate Shareholder Advocate
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Susan Rosmarin
Susan Rosmarin
Head of Business Development Support
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Patrick Wollenberg, CEFA
Patrick Wollenberg, CEFA
Portfolio Manager & Research Analyst
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Melanie Miao
Melanie Miao
Investment Analyst, United Kingdom
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Sam Mosse
Sam Mosse
Chief Risk Officer, Perpetual Limited
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Colin Mew
Colin Mew
Portfolio Associate
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Tauby Warriner
Tauby Warriner
Shareholder Advocate
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John McInerney
John McInerney
Vice President – New England Regional, Distribution
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Janelle Krizek
Janelle Krizek
Marketing Manager
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Paul A. Hilton, CFA
Paul A. Hilton, CFA
Portfolio Manager & Research Analyst
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Rob Barry
Rob Barry
Compliance Officer
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Sahas Apte, CFA
Sahas Apte, CFA
Research Analyst
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Charlie Silberstein
Charlie Silberstein
Shareholder Advocacy Specialist
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