the Trillium TEAM

Susan Baker
Susan Baker
Director of Shareholder Advocacy
Jonas Kron, Esq.
Jonas Kron, Esq.
Chief Advocacy Officer
Emily Lethenstrom
Emily Lethenstrom
ESG Research Specialist
Brianna Murphy
Brianna Murphy
Director of Shareholder Advocacy
Tauby Warriner
Tauby Warriner
Shareholder Advocate
Beth Williamson
Beth Williamson
ESG Research Specialist
Lisa MacKinnon
Lisa MacKinnon
Institutional Business Development
Tom Simunovic
Tom Simunovic
Intermediary ESG Specialist
Chuck Thompson
Chuck Thompson
Head of Distribution & Strategy - Americas
Paul A. Hilton, CFA
Paul A. Hilton, CFA
Portfolio Manager & Research Analyst
Elizabeth R. Levy, CFA
Elizabeth R. Levy, CFA
Portfolio Manager & Research Analyst
Jim Madden, CFA
Jim Madden, CFA
Portfolio Manager
Laura L. McGonagle, CFA
Laura L. McGonagle, CFA
Portfolio Manager & Research Analyst
Matthew W. Patsky, CFA
Matthew W. Patsky, CFA
CEO & Portfolio Manager
Mitali Prasad, CFA
Mitali Prasad, CFA
Portfolio Manager & Research Analyst
John Quealy, CPA
John Quealy, CPA
Chief Investment Officer
Cheryl I. Smith, Ph.D., CFA
Cheryl I. Smith, Ph.D., CFA
Economist, Portfolio Manager & Research Analyst
Patrick Wollenberg, CEFA
Patrick Wollenberg, CEFA
Portfolio Manager & Research Analyst
Jeremy A. Cote, CFA
Jeremy A. Cote, CFA
Research Analyst
Joseph Loux
Joseph Loux
Trader
C. Cyrus McMillan
C. Cyrus McMillan
Research Associate
Keith A. Mills, CFA
Keith A. Mills, CFA
Research Analyst
Ian Wolf
Ian Wolf
Research Associate
Christian Wood
Christian Wood
Research Associate
Matthew W. Patsky, CFA
Matthew W. Patsky, CFA
CEO & Portfolio Manager
John Quealy, CPA
John Quealy, CPA
Chief Investment Officer
Michelle McDonough
Michelle McDonough
Chief Operating Officer
Jonas Kron, Esq.
Jonas Kron, Esq.
Chief Advocacy Officer
Nancy Denney
Nancy Denney
Chief Compliance Officer
Whitney Zelee
Whitney Zelee
Chief Administrative Officer
Claire McCarthy
Claire McCarthy
Creative Assistant to the CEO
Lesli O’Connell, CPA
Lesli O’Connell, CPA
Chief Financial Officer
Sada Geuss
Sada Geuss
Investment Manager
Lisa Hayles
Lisa Hayles
Investment Manager
Alex Jovanovic, CFP®
Alex Jovanovic, CFP®
Investment Manager
Will J. Lana, CFA
Will J. Lana, CFA
Investment Manager
Jodi Neuman, CFA
Jodi Neuman, CFA
Investment Manager
Carrie Cabezas
Carrie Cabezas
Portfolio Associate
Alyson Mikami
Alyson Mikami
Portfolio Associate
Cindy Mulica
Cindy Mulica
Portfolio Associate
Stephanie Pascual
Stephanie Pascual
Portfolio Associate
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