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 Research Team at Trillium Asset Management conducts in-depth analysis of potential investments, focusing on Environmental, Social, and Governance (ESG) criteria to identify companies that align with the firm’s sustainability values. Team members evaluate financial performance alongside ESG factors, producing research reports that inform investment decisions and support the firm’s commitment to responsible investing.

Research Team

Investment Management

Operations and Administration

Research Team

About

Team members

Other teams at Trillium Asset Management

Investment Management

Operations and Administration