Will J. Lana, CFA
Will Lana is an Investment Manager in our California office. Prior to joining Trillium in 2008, Will worked at the boutique socially responsible investment firm Journey Tree Financial. He has broad experience assisting high net worth individuals and families pursue their financial, social and environmental goals. Will was a member of the Advisory Committee on Socially Responsible Investing for the University of Washington Board of Regents during the 2022 academic year. Will holds an M.B.A. from the Foster School of Business at the University of Washington, and subsequently served on the School’s Net Impact Advisory Board for eight years.
Will holds a B.A. with honors from the University of California, Los Angeles (UCLA) and is a Chartered Financial Analyst (CFA) charterholder.
*The Trillium Advisory Board is an independent body created for the purpose of advising the Trillium Asset Management, LLC Board on matters concerning the fulfillment of the mission of Trillium Asset Management, LLC in terms of the continuity of its internal mission and the Trillium Asset Management’s leadership in the broader sustainability and ESG communities.<< Back to Team
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