the Trillium TEAM

Nancy Denney
Nancy Denney
Chief Compliance Officer
Alex Jovanovic, CFP®
Alex Jovanovic, CFP®
Head of Private Client & Investment Manager
Jonas Kron, Esq.
Jonas Kron, Esq.
Chief Advocacy Officer
Matthew W. Patsky, CFA
Matthew W. Patsky, CFA
Member | Trillium US Board
CEO & Portfolio Manager
John Quealy, CPA
John Quealy, CPA
Chief Investment Officer & Portfolio Manager
Whitney Zelee
Whitney Zelee
Chief Administrative Officer
Hyewon Han
Hyewon Han
Director of Shareholder Advocacy
Lisa Hayles
Lisa Hayles
Director of Shareholder Advocacy, International
Jonas Kron, Esq.
Jonas Kron, Esq.
Chief Advocacy Officer
Kate Monahan
Kate Monahan
Director of Shareholder Advocacy
Charlie Silberstein
Charlie Silberstein
Shareholder Advocacy Specialist
Lynn Brens
Lynn Brens
Marketing Manager
Janelle Krizek
Janelle Krizek
Marketing Manager
Lisa MacKinnon
Lisa MacKinnon
Global Institutional Business Development
John McInerney
John McInerney
Vice President – New England Regional, Distribution
Gaby Mengstab
Gaby Mengstab
Senior National Accounts Manager
Cindy Mulica
Cindy Mulica
Portfolio Associate
Susan Rosmarin
Susan Rosmarin
Head of Business Development Support
Kaelie St. Pierre
Kaelie St. Pierre
Portfolio Associate
Maggie Staiano
Maggie Staiano
Digital Marketing Manager
Tanya Svidler
Tanya Svidler
Director of Institutional Business Development and Client Portfolio Management
Logan Amaral
Logan Amaral
Investment Associate
Sahas Apte, CFA
Sahas Apte, CFA
Research Analyst
Jeremy A. Cote, CFA
Jeremy A. Cote, CFA
Portfolio Manager
Samantha D’Amore
Samantha D’Amore
Portfolio Manager
Paul A. Hilton, CFA
Paul A. Hilton, CFA
Portfolio Manager
Emily Lethenstrom
Emily Lethenstrom
Director of ESG Research and ESG Specialist
Olivia Luciani
Olivia Luciani
ESG Research Analyst
Laura L. McGonagle, CFA
Laura L. McGonagle, CFA
Portfolio Manager
C. Cyrus McMillan, CFA
C. Cyrus McMillan, CFA
Portfolio Manager
Keith A. Mills, CFA
Keith A. Mills, CFA
Research Analyst
Karen Nyawera
Karen Nyawera
Research Analyst, CFA
Matthew W. Patsky, CFA
Matthew W. Patsky, CFA
Member | Trillium US Board
CEO & Portfolio Manager
Mitali Prasad, CFA
Mitali Prasad, CFA
Lead Portfolio Manager, Growth & Income
John Quealy, CPA
John Quealy, CPA
Chief Investment Officer & Portfolio Manager
Cheryl I. Smith, Ph.D., CFA
Cheryl I. Smith, Ph.D., CFA
Member | Trillium US Board
Economist, Portfolio Manager
Laura Torres
Laura Torres
ESG Research Analyst
Ian Wolf, CFA
Ian Wolf, CFA
Research Analyst
Michael Byrd
Michael Byrd
Investment Associate
Jalen Dawkins
Jalen Dawkins
Portfolio Associate
Sada Geuss
Sada Geuss
Investment Manager
Alex Jovanovic, CFP®
Alex Jovanovic, CFP®
Head of Private Client & Investment Manager
Scott LaHerran
Scott LaHerran
Portfolio Associate
Will J. Lana, CFA
Will J. Lana, CFA
Investment Manager
Nakia Maddox-Eubanks
Nakia Maddox-Eubanks
Investment Manager
Tobi Mason, CFA
Tobi Mason, CFA
Investment Manager
Alyson Mikami
Alyson Mikami
Director of Client Service
Jodi Neuman Angelo, CFA
Jodi Neuman Angelo, CFA
Director of Investments – Private Client, Investment Manager
Stephanie Pascual
Stephanie Pascual
Portfolio Analyst
Cameron Ruggiero
Cameron Ruggiero
Portfolio Associate
Kirt Thorne
Kirt Thorne
Portfolio Associate
Doris Dalrymple
Doris Dalrymple
Executive Assistant to the CEO at Trillium
Jared Fein
Jared Fein
Operations Specialist
Sean Kelly
Sean Kelly
Trader
Joseph Loux
Joseph Loux
Trader
John Stiles
John Stiles
Deputy Chief Operating Officer
Ray Wiley
Ray Wiley
Controller
Sherese Woodfine
Sherese Woodfine
Technology Manager
Whitney Zelee
Whitney Zelee
Chief Administrative Officer
Rob Barry
Rob Barry
Compliance Officer
Jennifer Britman
Jennifer Britman
Compliance Associate
Nancy Denney
Nancy Denney
Chief Compliance Officer
Chris Golden
Chris Golden
Senior Manager, Legal and Compliance
Deborah Parks
Deborah Parks
Compliance Officer
Jean Bua
Jean Bua
Member | Trillium US Advisory Board*
Ellen Griggs
Ellen Griggs
Member | Trillium US Advisory Board*
Lisa Hayles
Lisa Hayles
MEMBER | TRILLIUM ADVISORY BOARD*
Director of Shareholder Advocacy, International
Allan Lo Proto
Allan Lo Proto
Member | Trillium US Board
Sam Mosse
Sam Mosse
Member | Trillium US Board
Chief Risk Officer, Perpetual Limited
Matthew W. Patsky, CFA
Matthew W. Patsky, CFA
Member | Trillium US Board
CEO & Portfolio Manager
Denise Selden
Denise Selden
Member | Trillium Advisory Board*
Cheryl I. Smith, Ph.D., CFA
Cheryl I. Smith, Ph.D., CFA
Member | Trillium US Board
Economist, Portfolio Manager
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