Jeremy A. Cote, CFA

Research Analyst

Jeremy is a Research Analyst covering the Information Technology and Communications Services sectors. Prior to joining Trillium in 2014, he was a Senior Investment Analyst at FM Global, where he covered the Consumer Discretionary, Internet, Media and Telecommunications Services sectors. Before joining FM Global, he was Assistant Vice President,Research Analyst on the US Strategic Investment Team at Baring AssetManagement, where he analyzed large cap and small cap equities for both domestic and global sector portfolios. Prior to this role, he worked in investment operations at Pell Rudman Trust Company and State Street Corporation.

Jeremy is a Chartered Financial Analyst charterholder and a member of the CFA Institute and CFA Society Boston, where he has held membership on several volunteer committees, including, three years as part of the Sustainable Investing Taskforce. He was also an Industry Mentor for the CFA Institute Research Challenge and a Mentor as part of CFA Boston Society’s Mentorship Program. He is a past member of the UN Principles for Responsible Investment (UN PRI) Listed Equity Steering Committee, the UN PRI Listed Equity Integration Subcommittee, and the Steering Committee for the BizNGO Chemical Footprint Project. Jeremy has participated on several Sustainability Accounting Standards Board (SASB) Industry Working Groups and is a past guest speaker for both the UN PRI and CFA Society Boston.

He holds a B.S. in Applied Economics from Plymouth State University and received both his M.B.A and M.S. in Finance from Boston College.

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