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 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.

Leadership Team

Investment Management

Operations and Administration

Research Team

Leadership Team

About

Team members

Other teams at Trillium Asset Management

Investment Management

Operations and Administration

Research Team