Jeremy Cote, CFA

Jeremy Cote, CFA has a diverse work experience spanning over 25 years. Jeremy started their career as an Intern at Smith Barney in 1995. Jeremy then worked at State Street Corporation as an Account Controller from 1996 to 1998. Following that, they joined Pell Rudman Trust Company as a Trust Operations Associate from 1997 to 1999. Jeremy then joined Barings where they held various roles, including Junior Research Analyst, Research Analyst, and Assistant Vice President, Research Analyst, from 2000 to 2003. After that, they worked at FM Global as an Investment Analyst and later as a Senior Investment Analyst from 2004 to 2014. Currently, Jeremy is working as a Research Analyst at Trillium Asset Management, a position they have held since 2014.

Jeremy Cote, CFA, holds a Master of Business Administration (MBA) degree with a specialization in Asset Management. Jeremy earned this degree from the Boston College Carroll School of Management, where they studied from 2004 to 2009. During the same period, they also pursued a Master of Science in Finance (MSF) at the Boston College Carroll School of Management, focusing on Finance and Financial Management Services. Prior to their graduate studies, Jeremy obtained a Bachelor of Science (BS) degree in Applied Economics from Plymouth State University, which they completed from 1992 to 1996.

In addition to their academic achievements, Jeremy has acquired additional certifications. Jeremy earned the Chartered Financial Analyst (CFA) designation from the CFA Institute in September 2000. Furthermore, they became an Extra Class Amateur Radio Operator, certified by the Federal Communications Commission, in January 2011.