Kathleen oversees all Equity and ESG Research Analysts and Investment Operations and Risk Management. She is the Lead Portfolio Manager on the Sustainable Opportunities strategies and a Portfolio Manager for the ESG Large Cap Core strategy. Kathleen is also a member of the Leadership Committee. Kathleen joined Trillium in 2024. Previously, she was on the Investor Relations team at Moderna, focused on ESG prior to joining Trillium. The majority of her career was spent in Asset Management as the Director of ESG, Director of Equity Research, Portfolio manager, and analyst roles at firms including Fidelity, Loomis Sayles, Wellington, and State Street Research & Management.
Kathleen is a CFA® Charterholder. She earned a B.A. in Psychology from Dartmouth College and an MBA in Finance from Columbia University. She is an active member of CFA Society® Boston. She was awarded the Sustainable Investing Certificate, and FSA Credential Level I.
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