We believe that a company’s commitment to implementing ESG principles create a distinct competitive advantage and builds long-term value. Trillium’s robust, fully integrated investment process uses a propriety ESG scoring methodology, coupled with a time-tested fundamental approach, to identify compelling investment opportunities and competitive risk adjusted returns. The firm’s dedicated shareholder advocacy team is at the intersection of investment management and impact, engaging with companies to align values with investment objectives.
Trillium believes that integrating environmental, social, and governance factors into the financial analysis process can help identify the best companies positioned to deliver long-term risk adjusted performance. It is fundamental to our mission and fiduciary responsibility to engage with the companies that we hold on behalf of clients to press for positive change on any material ESG concern or opportunity that we believe will help protect or enhance shareholder value.
Shareholder Advocacy: Engaging with Companies for Positive Impact
For over 40 years, Trillium has exercised its rights and powers as a shareholder to improve the ESG policies, practices and—most importantly—impacts of the companies held in our portfolios.
As investors and fiduciaries to our clients, we believe it is our responsibility to encourage the companies we invest in to do better, to be more sustainable, and to be more just. We pursue this work not only because we believe it is the right thing to do, but also because we believe it contributes to a company’s long-term performance.
Dedicated to Sustainable and Responsible Investing
Trillium Asset Management offers investment strategies and services that advance humankind towards a global sustainable economy, a just society, and a better world. For nearly 40 years, the firm has been at the forefront of ESG thought leadership and draws from decades of experience focused exclusively on responsible investing. Devoted to aligning stakeholders’ values and objectives, Trillium combines impactful investment solutions with active ownership. The firm delivers equity, fixed income, and alternative investments to institutions, intermediaries, high net worth individuals, and other charitable and non-profit organizations with the goal to provide positive impact, long-term value, and ‘social dividends’.
Information & Resources
Trillium demonstrates its commitment to clients and community by serving as thought leaders and sharing decades of experience in responsible investing through the development and sponsorship of white papers and webinars to help investors better understand the ESG investment universe and how to implement a values-based investment program.
Competitive ESG Investment Strategies
We believe that a company’s commitment to implementing ESG principles create a distinct competitive advantage and builds long-term value. Trillium’s robust, fully integrated investment process uses a propriety ESG scoring methodology, coupled with a time-tested fundamental approach, to identify compelling investment opportunities and competitive risk adjusted returns. The firm’s dedicated shareholder advocacy team is at the intersection of investment management and impact, engaging with companies to align values with investment objectives.
Trillium believes that integrating environmental, social, and governance factors into the financial analysis process can help identify the best companies positioned to deliver long-term risk adjusted performance. It is fundamental to our mission and fiduciary responsibility to engage with the companies that we hold on behalf of clients to press for positive change on any material ESG concern or opportunity that we believe will help protect or enhance shareholder value.
Shareholder Advocacy: Engaging with Companies for Positive Impact
For over 40 years, Trillium has exercised its rights and powers as a shareholder to improve the ESG policies, practices and—most importantly—impacts of the companies held in our portfolios.
As investors and fiduciaries to our clients, we believe it is our responsibility to encourage the companies we invest in to do better, to be more sustainable, and to be more just. We pursue this work not only because we believe it is the right thing to do, but also because we believe it contributes to a company’s long-term performance.
Dedicated to Sustainable and Responsible Investing
Trillium Asset Management offers investment strategies and services that advance humankind towards a global sustainable economy, a just society, and a better world. For nearly 40 years, the firm has been at the forefront of ESG thought leadership and draws from decades of experience focused exclusively on responsible investing. Devoted to aligning stakeholders’ values and objectives, Trillium combines impactful investment solutions with active ownership. The firm delivers equity, fixed income, and alternative investments to institutions, intermediaries, high net worth individuals, and other charitable and non-profit organizations with the goal to provide positive impact, long-term value, and ‘social dividends’.
Trillium demonstrates its commitment to clients and community by serving as thought leaders and sharing decades of experience in responsible investing through the development and sponsorship of white papers and webinars to help investors better understand the ESG investment universe and how to implement a values-based investment program.
Head of Intermediary & Business Management – Americas
Leslie Kravetsky
Senior Vice President - Eastern Divisional Manager
Janelle Krizek
Marketing Manager
Kate Licina
Head of Marketing - Americas
Lisa MacKinnon
Global Institutional Business Development
John McInerney
Vice President – New England Regional, Distribution
Gaby Mengstab
Senior National Accounts Manager
Cindy Mulica
Portfolio Associate
Susan Rosmarin
Head of Business Development Support
Kaelie St. Pierre
Portfolio Associate
Michael Stabile
Senior Vice President – Western Divisional Manager
Maggie Staiano
Digital Marketing Manager
Tanya Svidler
Director of Institutional Business Development and Client Portfolio Management
Sahas Apte, CFA
Research Analyst
Jeremy A. Cote, CFA
Research Analyst
Paul A. Hilton, CFA
Portfolio Manager & Research Analyst
Emily Lethenstrom
Director of ESG Research and ESG Specialist
Elizabeth R. Levy, CFA
Head of ESG Strategy and Portfolio Manager
Olivia Luciani
ESG Analyst
Jamie Mariani, CFA
Portfolio Manager, United Kingdom
Laura L. McGonagle, CFA
Portfolio Manager & Research Analyst
C. Cyrus McMillan, CFA
Research Analyst
Melanie Miao
Investment Analyst, United Kingdom
Keith A. Mills, CFA
Research Analyst
Karen Nyawera
Equity Analyst, CFA
Matthew W. Patsky, CFA
Member | Trillium US Board
CEO & Portfolio Manager
Mitali Prasad, CFA
Portfolio Manager & Research Analyst
John Quealy, CPA
Chief Investment Officer & Portfolio Manager
Cheryl I. Smith, Ph.D., CFA
Member | Trillium Advisory Board*
Economist, Portfolio Manager & Research Analyst
Laura Torres
ESG Research Analyst
Ian Warmerdam, BSc MSc, ASIP
Lead Portfolio Manager, United Kingdom
Ian Wolf, CFA
Research Analyst
Patrick Wollenberg, CEFA
Portfolio Manager & Research Analyst
Christian Wood
Research Associate
Andrea Zdanaviciute
ESG Research Analyst, United Kingdom
Sada Geuss
Head of Impact Strategy, Investment Manager
Alex Jovanovic, CFP®
Head of Private Client & Investment Manager
Shaylah Kelly
Portfolio Associate
Will J. Lana, CFA
Investment Manager
Nakia Maddox-Eubanks
Investment Manager
Tobi Mason, CFA
Investment Manager
Colin Mew
Portfolio Associate
Alyson Mikami
Portfolio Associate
Jodi Neuman Angelo, CFA
Director of Investments – Private Client, Investment Manager
Stephanie Pascual
Portfolio Associate
Cameron Ruggiero
Portfolio Associate
Doris Dalrymple
Executive Assistant to the CEO at Trillium
Jared Fein
Operations Specialist
Sean Kelly
Trader
Vickie Little
Investment Assistant & Office Manager, United Kingdom
Joseph Loux
Trader
Michelle McDonough
Chief Operating Officer
John Stiles
Deputy Chief Operation Officer
Ray Wiley
Controller
Whitney Zelee
Chief Administrative Officer
Rupi Bains
Senior Compliance Manager
Rob Barry
Compliance Officer
Jennifer Britman
Compliance Associate
Nancy Denney
Chief Compliance Officer
Chris Golden
Senior Manager, Legal and Compliance
Deborah Parks
Compliance Officer
Emma Stinchfield
Director of Compliance, UK
Jean Bua
Member | Trillium US Advisory Board*
Ellen Griggs
Member | Trillium US Advisory Board*
Lisa Hayles
MEMBER | TRILLIUM ADVISORY BOARD*
Director of Shareholder Advocacy, International
Graham Kitchen
Chairman | Trillium UK Board
David Lane
Member | Trillium UK Board
Group Executive, Perpetual Asset Management
Michelle McDonough
Member | Trillium US Board
Chief Operating Officer
Sam Mosse
Member | Trillium US Board
Chief Risk Officer, Perpetual Limited
Matthew W. Patsky, CFA
Member | Trillium US Board
CEO & Portfolio Manager
Denise Selden
Member | Trillium Advisory Board*
Cheryl I. Smith, Ph.D., CFA
Member | Trillium Advisory Board*
Economist, Portfolio Manager & Research Analyst
Richard Souri, FRM
Member │ Trillium UK Board
Director, Trillium Asset Management UK Limited, London
* The Trillium Advisory Board is an independent body created for the purpose of advising the Trillium Asset Management, LLC Board on matters concerning the fulfillment of the mission of Trillium Asset Management, LLC in terms of the continuity of its internal mission and the Trillium Asset Management’s leadership in the broader sustainability and ESG communities.