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

Matt Patsky

Raymond Wiley, CMA

Dee Dalrymple

Logan Amaral

Will Lana, CFA

Tobi A. Mason, CFA

Lisa Mackinnon

Jodi Neuman, CFA

Michael Byrd

Nakia Maddox-Eubanks

Mitali Prasad, CFA

Whitney Zelee

John Stiles

Nancy Denney

Laura McGonagle, CFA

Jonas Kron

Emily Lethenstrom

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

Operations and Administration

Research Team

Investment Management

About

Team members

Other teams at Trillium Asset Management

Operations and Administration

Research Team