Mitali Prasad, CFA

Mitali oversees all Portfolio Managers and guides portfolio standards and risk management. She is the Lead Portfolio Manager on the ESG Core Equity, ESG Large Cap Core and ESG Growth & Income strategies and a Portfolio Manager on the ESG Small/Mid Cap Core strategy. Mitali is also a member of the Leadership Committee and the Executive Committee. Mitali began her investment management career in 1993 as an intern at Trillium Asset Management (then known as Franklin Research and Development). She returned to Trillium in 2016, after having served as a portfolio manager and equity analyst at Washington Capital Management from 2009-2016, where she managed Small and Mid-Cap portfolios. Prior to that, Mitali held Portfolio Manager and equity analyst roles at OFI Institutional (Oppenheimer Funds) and at Babson Capital Management from 1994-2008.

Mitali is a CFA® Charterholder. She earned a B.E. in Electronics Telecommunications Engineering from the Delhi Institute of Technology in New Delhi, India and a Master of International Affairs from Columbia University in New York. She also earned an MBA from the Indian Institute of Management in Bangalore, India. She is an active member of CFA Society® Boston, serving on its SRI committee from 2008 – 2010 and as Chair of its Value Investing committee from 2009-2013.