Jeremy A. Cote, CFA

Portfolio Manager

Jeremy is a Portfolio Manager on the ESG Growth & Income and Sustainable Opportunities strategies. He is also 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 and Media sectors. Before joining FM Global, he was Assistant Vice President, Research Analyst on the US Strategic Investment Team at Baring Asset Management, where he analyzed equity securities 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 CFA charterholder and a member of the CFA Institute and CFA Society Boston, where he has held membership on several volunteer committees, including the Sustainable Investing Taskforce. He has also been an Industry Mentor for the CFA Institute Research Challenge and a Mentor as part of CFA Boston Society’s Mentor Match Program. He is a past member of the UN Principles for Responsible Investment (PRI) Listed Equity Steering Committee, the 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 the 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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