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:
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Recent Developments
Latest News
October 3, 2022
88% of Americans Support PTO to Vote on Election Day
While most Americans agree that an engaged electorate is critical for a well-functioning democracy, hurdles still exist in getting people to the polls—including securing the necessary time off from work to vote. As election day approaches, learn more about the problem, potential solutions, and how your state and a collection of large-cap companies are addressing this issue in our latest white paper.
Read MoreLatest News
August 22, 2022
Climate Advocacy: 2021-2022 Corporate Engagement Update
Trillium believes that the health of people, the planet and the economy are inextricably linked; that’s why our Advocacy team works with companies held in our portfolios to help them make the transition to clean energy. Learn more about our recent efforts.
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
The Investor Case for Supporting Worker Organizing Rights
Climate Advocacy 2021-2022 Corporate Engagement Update
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 2022
Shareholder Advocacy Report (PDF)
Shareholder Advocacy Report (PDF)
Q1/Q2 2022
Shareholder Advocacy Report (PDF)
Shareholder Advocacy Report (PDF)
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

Emma Stinchfield
Director of Compliance, UK

Matthew W. Patsky, CFA
CEO & Portfolio Manager

John Stiles
Deputy Chief Operation Officer

Colin Mew
Portfolio Associate

Hyewon Han
Director, Shareholder Advocacy

Kate Licina
Head of Marketing - Americas

Janelle Krizek
Marketing Manager

Cindy Mulica
Portfolio Associate

Lisa Hayles
Director of Shareholder Advocacy, International

Emily Lethenstrom
Director of ESG Research and ESG Specialist

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

Tobi Mason, CFA
Investment Manager

Chris Golden
Senior Manager, Legal and Compliance

Jodi Neuman, CFA
Director of Investments

Chuck Thompson
Head of Distribution & Strategy - Americas

Kaelie St. Pierre
Portfolio Associate

Karen Nyawera
Equity Analyst, CFA

Tauby Warriner
Shareholder Advocate

Tanya Svidler
Director of Institutional Business Development and Client Portfolio Management

Ray Wiley
Controller

Melanie Miao
Investment Analyst, United Kingdom

Kate Monahan
Director of Shareholder Advocacy

Michael Stabile
Senior Vice President – Western Divisional Manager

C. Cyrus McMillan, CFA
Research Analyst

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

Joseph Loux
Trader

Charlie Silberstein
Shareholder Advocacy Specialist

Sahas Apte, CFA
Research Analyst

Lisa MacKinnon
Global Institutional Business Development

Susan Baker
Director of Shareholder Advocacy

Patrick Wollenberg, CEFA
Portfolio Manager & Research Analyst

Ian Wolf, CFA
Research Analyst

Alyson Mikami
Portfolio Associate

Rob Barry
Compliance Officer

Mitali Prasad, CFA
Portfolio Manager & Research Analyst

Sam Mosse
Chief Risk Officer, Perpetual Limited

Stephanie Pascual
Portfolio Associate

Vickie Little
Investment Assistant & Office Manager, United Kingdom

Will J. Lana, CFA
Investment Manager

Jennifer Britman
Compliance Associate

Keith A. Mills, CFA
Research Analyst

David Lane
Group Executive, Perpetual Asset Management

Susan Rosmarin
Head of Business Development Support

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

Christian Wood
Research Associate

Sada Geuss
Head of Impact Strategy, Investment Manager

Ellen Griggs

John McInerney
Vice President – New England Regional, Distribution

Cameron Ruggiero
Portfolio Associate

Amanda Gillespie
Group Executive, Perpetual Asset Management, Australia

Laura L. McGonagle, CFA
Portfolio Manager & Research Analyst

Denise Selden

Gerardo Lopez
Operations Manager

Jean Bua

Robert Kenyon
Head of Intermediary & Business Management – Americas

Laura Torres
ESG Research Analyst

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

Leslie Kravetsky
Senior Vice President - Eastern Divisional Manager

Paul A. Hilton, CFA
Portfolio Manager & Research Analyst

Gaby Mengstab
Senior National Accounts Manager

Jeremy A. Cote, CFA
Research Analyst

Nakia Maddox-Eubanks
Investment Manager

Shaylah Kelly
Operations Associate

Andrea Zdanaviciute
ESG Research Analyst, United Kingdom

Maggie Staiano
Digital Marketing Manager

Lynn Brens
Marketing Manager

Rupi Bains
Senior Compliance Manager

Deborah Parks
Compliance Officer

Sean Kelly
Trader
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