Trillium Asset Management is an investment management firm. Trillium integrates Environmental, Social, and Governance (ESG) factors into the investment process as a way to identify the companies best positioned to deliver strong long‐term performance.

Insurance

Trillium Asset Management

Trillium Asset Management's headquarters in Boston, MA, United States

Matt Patsky

Denyce S.

Yana Karalnik

Jonas Kron

Whitney Zelee

Laura McGonagle, CFA

Alex Jovanovic, CFP®

The Investment Management team at Trillium Asset Management focuses on constructing and overseeing investment portfolios that prioritize Environmental, Social, and Governance (ESG) criteria. This team conducts thorough research and analysis to identify high-performing companies aligned with sustainable practices, ensuring that their investment strategies not only aim for strong financial returns but also promote positive social and environmental impact.

Investment Management

The Operations and Administration team at Trillium Asset Management is responsible for ensuring efficient internal processes and regulatory compliance within the firm. This team manages day-to-day operations, oversees administrative functions, and collaborates to optimize workflows while supporting the firm's commitment to integrating ESG factors into investment strategies.

Operations and Administration

The Research Team at Trillium Asset Management conducts in-depth analysis of potential investments, focusing on Environmental, Social, and Governance (ESG) criteria to identify companies that align with the firm’s sustainability values. Team members evaluate financial performance alongside ESG factors, producing research reports that inform investment decisions and support the firm’s commitment to responsible investing.

Research Team

The Leadership Team at Trillium Asset Management is responsible for setting the strategic direction of the firm, overseeing investment strategies, and ensuring alignment with the company’s commitment to integrating Environmental, Social, and Governance (ESG) factors. Team members collaborate to drive operational excellence, compliance, and advocacy efforts, while fostering a culture of responsible investing to enhance long-term performance for clients.

Trillium Asset Management

Org chart

Teams

Investment Management

Operations and Administration

Research Team

Leadership Team

Offices

Trillium Asset Management

Org chart

Teams

Investment Management

Operations and Administration

Research Team

Leadership Team

Offices

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