Trillium Asset Management

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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.

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CEO

Matt Patsky

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Alex Jovanovic, CFP®

Head of Private Client

Emily Lethenstrom

Director, ESG Research

Chief Advocacy Officer

Laura McGonagle, CFA

SVP/ Portfolio Manager

Michelle McDonough

Chief Operating Officer

Chief Compliance Officer

Deputy Chief Operating Officer

Chief Administrative Officer

Jodi Neuman, CFA

Investment Manager

Investment Manager

Investment Analyst

Mitali Prasad, CFA

Portfolio Manager/investment Management Committee

Nakia Maddox-Eubanks

Investment Manager

Tobi A. Mason, CFA

Investment Manager

Office Manager / Investment Assistant

Investment Manager

Investment Associate

Investment Associate

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