Mitali Prasad, CFA

Mitali Prasad, CFA, has extensive work experience in the investment management industry. Mitali currently holds the position of Portfolio Manager/Equity Analyst/Investment Management Committee at Trillium Asset Management, LLC, a leading social investment firm focused on sustainable and responsible investing. Prior to this, they worked as a Portfolio Manager at Washington Capital Management and Small Cap Portfolio Manager at OFI Institutional Asset Management, where they successfully launched and co-managed institutional investment strategies. Mitali also served as a Managing Director-Associate PM Small Cap at Babson Capital Management, where they conducted detailed research and due diligence on companies in various industries. Furthermore, they have held roles such as an Equity Analyst Intern at Merrill Lynch and Trillium Asset Management. Additionally, Mitali has served on the Board of Trustees at Belmont Hill School and Winchester Community Music School, where they also held positions such as Treasurer and Chair of the Investment Committee. Mitali has contributed to the industry by serving as the Chair of the Value Investing Committee at the Boston Security Analysts Society. With their extensive experience and comprehensive knowledge, Mitali has consistently demonstrated their expertise in investment management and research.

Mitali Prasad, CFA has a diverse education history. Mitali started their educational journey by pursuing a Bachelor of Engineering degree in Electronics & Communication Engineering from Delhi Institute of Technology, which they completed in 1989. Following this, they pursued a Master's degree in Finance with a GE Fellowship from Columbia University, which they completed in 1994. In 1989, they also attended the Indian Institute of Management Bangalore, where they obtained an MBA. Additionally, Mitali Prasad pursued the Chartered Financial Analyst (CFA) designation from the CFA Institute, starting in 1998.