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jcote@trilliuminvest.com
617-532-6652

Jeremy A. Cote, CFA

Portfolio Manager & Equity Research Analyst

Investments & ESG Research

Jeremy is a Portfolio Manager on Trillium’s ESG Global Equity, ESG Growth & Income and Sustainable Opportunities strategies. He is also an Equity Research Analyst covering the Information Technology and Communications Services sectors. Jeremy joined Trillium in 2014. Previously, he served as 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. He earned a B.S. in Applied Economics from Plymouth State University and both his MBA and MSF from Boston College. He is an active member of CFA Society® Boston.

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 in several Sustainability Accounting Standards Board (SASB) Industry Working Groups.

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