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
Michelle McDonough
Michelle McDonough
Member | Trillium US Board
Chief Operating 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
Susan Baker
Susan Baker
Director of Shareholder Advocacy
Hyewon Han
Hyewon Han
Associate Shareholder Advocate
Lisa Hayles
Lisa Hayles
Director of Shareholder Advocacy, International
Jonas Kron, Esq.
Jonas Kron, Esq.
Chief Advocacy Officer
Emily Lethenstrom
Emily Lethenstrom
Director of ESG Research and ESG Specialist
Kate Monahan
Kate Monahan
Director of Shareholder Advocacy
Laura Torres
Laura Torres
ESG Research Analyst
Tauby Warriner
Tauby Warriner
Shareholder Advocate
Andrea Zdanaviciute
Andrea Zdanaviciute
ESG Research Analyst, United Kingdom
Robert Kenyon
Robert Kenyon
Head of Intermediary & Business Management – Americas
Leslie Kravetsky
Leslie Kravetsky
Senior Vice President - Eastern Divisional Manager
Janelle Krizek
Janelle Krizek
Marketing Manager
Kate Licina
Kate Licina
Head of Marketing - Americas
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
Richard Souri, FRM
Richard Souri, FRM
Member │ Trillium UK Board
Director, Trillium Asset Management UK Limited, London
Director of Institutional Business Development, UK and Middle East
Michael Stabile
Michael Stabile
Senior Vice President – Western Divisional Manager
Tanya Svidler
Tanya Svidler
Director of Institutional Business Development and Client Portfolio Management
Chuck Thompson
Chuck Thompson
Member | Trillium US Board
Head of Distribution & Strategy - Americas
Jeremy A. Cote, CFA
Jeremy A. Cote, CFA
Research Analyst
Paul A. Hilton, CFA
Paul A. Hilton, CFA
Portfolio Manager & Research Analyst
Elizabeth R. Levy, CFA
Elizabeth R. Levy, CFA
Head of ESG Strategy and Portfolio Manager
Jamie Mariani, CFA
Jamie Mariani, CFA
Portfolio Manager, United Kingdom
Laura L. McGonagle, CFA
Laura L. McGonagle, CFA
Portfolio Manager & Research Analyst
C. Cyrus McMillan, CFA
C. Cyrus McMillan, CFA
Research Analyst
Melanie Miao
Melanie Miao
Investment Analyst, United Kingdom
Keith A. Mills, CFA
Keith A. Mills, CFA
Research Analyst
Karen Nyawera
Karen Nyawera
Equity Analyst
Matthew W. Patsky, CFA
Matthew W. Patsky, CFA
Member | Trillium US Board
CEO & Portfolio Manager
Mitali Prasad, CFA
Mitali Prasad, CFA
Portfolio Manager & Research Analyst
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 Advisory Board*
Economist, Portfolio Manager & Research Analyst
Ian Warmerdam, BSc MSc, ASIP
Ian Warmerdam, BSc MSc, ASIP
Lead Portfolio Manager, United Kingdom
Ian Wolf, CFA
Ian Wolf, CFA
Research Analyst
Patrick Wollenberg, CEFA
Patrick Wollenberg, CEFA
Portfolio Manager & Research Analyst
Christian Wood
Christian Wood
Research Associate
Carrie Cabezas
Carrie Cabezas
Portfolio Associate
Sada Geuss
Sada Geuss
Head of Impact Strategy, Investment Manager
Alex Jovanovic, CFP®
Alex Jovanovic, CFP®
Head of Private Client & Investment Manager
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
Colin Mew
Colin Mew
Portfolio Associate
Alyson Mikami
Alyson Mikami
Portfolio Associate
Jodi Neuman, CFA
Jodi Neuman, CFA
Investment Manager
Stephanie Pascual
Stephanie Pascual
Portfolio Associate
Colgan Powell
Colgan Powell
Portfolio Associate
Gerardo Lopez
Gerardo Lopez
Operations Manager
Brendan Horan
Brendan Horan
Executive Assistant to CEO
Shaylah Kelly
Shaylah Kelly
Operations Associate
Vicki Little
Vicki Little
Investment Assistant & Office Manager, United Kingdom
Joseph Loux
Joseph Loux
Trader
Michelle McDonough
Michelle McDonough
Chief Operating Officer
Ray Wiley
Ray Wiley
Controller
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
Jean Bua
Jean Bua
Member | Trillium Advisory Board*
Amanda Gillespie
Amanda Gillespie
Member | Trillium US Board
Group Executive, Perpetual Asset Management, Australia
Ellen Griggs
Ellen Griggs
Member | Trillium Advisory Board*
Graham Kitchen
Graham Kitchen
Chairman | Trillium UK Board
David Lane
David Lane
Member | Trillium UK Board
Group Executive, Perpetual Asset Management
Michelle McDonough
Michelle McDonough
Member | Trillium US Board
Chief Operating Officer
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 Advisory Board*
Economist, Portfolio Manager & Research Analyst
Richard Souri, FRM
Richard Souri, FRM
Member │ Trillium UK Board
Director, Trillium Asset Management UK Limited, London
Chuck Thompson
Chuck Thompson
Member | Trillium US Board
Head of Distribution & Strategy - Americas
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