Carrie joined Trillium in 2019. She has 10 years of experience in wealth management, supporting HNW clients, and managing operations and administration for a team of advisors at Deutsche Bank and Morgan Stanley. Prior to joining Trillium, Carrie was a Career Development Manager at Boston University for the Masters in Mathematical Finance program where she coached students, taught a course, and liaised with the financial services industry.
Carrie received her B.S. in Sports Management at the Isenberg School of Management at UMass Amherst. During her time at UMass, she was a 4-year member and co-captain of the women’s rowing team.
*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.<< Back to Team
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