Meet Our Team
Our team is highly experienced and diverse, and includes some of the most accomplished investment professionals in the industry–and some of its brightest new stars. We service clients nationwide, from our headquarters in Boston and additional offices in San Francisco, Durham, and Boise. Our structure as an employee-owned corporation, with ownership broadly distributed across levels, enhances our shared vision of providing superior client service, competitive investment performance, and powerful social impact. Our independent and diverse Board of Directors provides strategic input and direction on emerging opportunities to realize this vision.
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Joan served as Founding President, CEO, and a senior portfolio manager of Trillium Asset Management Corporation since its incorporation in 1982 until November 2008.
Cheryl is a senior portfolio manager.
Eric is a portfolio manager and research analyst.
Farnum is our Chief Investment Strategist and is a senior portfolio manager, research analyst and manager of our Durham, North Carolina office.
Lisa is a portfolio manager and also the manager of our Boise, Idaho office.
Stephanie is our Chief Investment Officer, senior portfolio manager, and research analyst.
Laura is an equity research analyst and an assistant portfolio manager.
Blaine is a portfolio manager, research analyst, and the manager of our California office.
Will is an assistant portfolio manager in our San Francisco office.
Lauren is an assistant portfolio manager in our Boise office.
Natasha is an equity analyst and bond portfolio specialist.
Adam is a portfolio associate in our San Francisco office.
Debbie is a portfolio manager assistant in our Boise office.
Pat is a portfolio manager assistant in our San Francisco office.
Andrea is a portfolio associate in our Durham office.
Julie is a portfolio associate in our Boston office.
Bill is a portfolio associate in our Boston office.
Randy is a portfolio associate in our Boston office.
Shelley is the Director of Social Research and Advocacy.
Jonas is a senior social research analyst.
Susan is a social research analyst.
Ruth is our accounting manager.
Linnie oversees administration and finance and the firm’s community investment sector.
Ellen is the office manager for the Boston office, and the Human Resources manager for the company.
Rita is the receptionist in our Boston office.
Nancy is an operations associate.
Diane is the Director of Operations.
Chris is a trading and operations associate in our Durham office.
Rosita is an operations associate.
Tricia is an operations associate.
Lisa is our marketing manager.
Cheryl is a senior portfolio manager.
Diane is the Director of Operations.
Vice President and Clinical Director, Community Health Center, Inc.
Max McGraw Professorship of Sustainable Enterprise and Associated Directorships, University of Michigan
Co-Founder and current Co-Chairman, Wainwright Bank & Trust Company
Executive Director, National Consumers League
Co-Founder and current Co-Chairman, Wainwright Bank & Trust Company
President, Heritage Capital Management
Professor, Urban Planning and International Affairs, Columbia University
Professor Emeritus, Carroll School of Management, Boston College
Randy is a portfolio associate in our Boston office.
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