the Trillium TEAM

Down Arrow
Nancy Denney
Nancy Denney
Chief Compliance Officer
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
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 Associate
Tauby Warriner
Tauby Warriner
Shareholder Advocate
Beth Williamson
Beth Williamson
Director of ESG Research and ESG Specialist
Robert Kenyon
Robert Kenyon
Head of Intermediary & Business Management – Americas
Lisa MacKinnon
Lisa MacKinnon
Global Institutional Business Development
Eric Muhlfeld
Eric Muhlfeld
Business Support Manager
Susan Rosmarin
Susan Rosmarin
Head of Business Development Support
Tom Simunovic
Tom Simunovic
Intermediary ESG Specialist
Richard Souri, FRM
Richard Souri, FRM
Member | Trillium UK Board
Director, Trillium Asset Management UK Limited, London
Michael Stabile
Michael Stabile
Senior Vice President – Western Divisional Manager
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
Portfolio Manager & Research Analyst
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
Keith A. Mills, CFA
Keith A. Mills, CFA
Research Analyst
Karen Nyawera
Karen Nyawera
Research Associate
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
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
Alyson Mikami
Alyson Mikami
Portfolio Associate
Cindy Mulica
Cindy Mulica
Portfolio Associate
Jodi Neuman, CFA
Jodi Neuman, CFA
Investment Manager
Stephanie Pascual
Stephanie Pascual
Portfolio Associate
Colgan Powell
Colgan Powell
Portfolio Associate
Shaylah Kelly
Shaylah Kelly
Operations Associate
Joseph Loux
Joseph Loux
Trader
Rob Barry
Rob Barry
Compliance Officer
Jennifer Britman
Jennifer Britman
Compliance Associate
Nancy Denney
Nancy Denney
Chief Compliance Officer
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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