Meet Our Team
For over twenty-five years, Trillium Asset Management Corporation (”Trillium”) has been the leader in socially responsible investing. We are guided by a belief that active investing can offer good returns to the investor, while also promoting social and economic justice. Trillium is an independent employee-owned firm. Our professional staff, in four offices across the country, carry on a mission begun in 1982: To help our clients meet their financial goals and have a positive impact on society through socially responsible investing. The company’s direction is overseen by a diverse independent Board of Directors.
Joan has served as Founding President, CEO, and a senior portfolio manager of Trillium Asset Management Corporation since its incorporation in 1982.
Eric is a portfolio manager and research analyst.
Farnum is a senior portfolio manager, research analyst and manager of our Durham, North Carolina office.
Sam is a senior portfolio manager and research analyst.
Lisa is a portfolio manager and also the manager of our Boise, Idaho office.
Stephanie is a senior portfolio manager, research analyst, and Director of Equity Research.
Laura is an equity research analyst and an assistant portfolio manager.
Adam is Executive Vice President and Chief Investment Officer.
Cheryl is Executive Vice President and a senior 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.
Janet is a portfolio associate in our Boise office.
Adam is a portfolio associate in our San Francisco office.
Debbie is a portfolio manager assistant in our Boise office.
Lyell is a porfolio associate and social research administrator in the Boston 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.
Lyell is a porfolio associate and social research administrator in the Boston office.
Jonas is a senior social research analyst.
Susan is a social research analyst.
Mike is an administrative assistant in our Boston office.
Aida is an accounting associate.
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.
Lan is a marketing associate.
Lisa is our marketing manager.
Wenlei is a quantitative analyst.
Natasha is an equity analyst and bond portfolio specialist.
Joan has served as Founding President, CEO, and a senior portfolio manager of Trillium Asset Management Corporation since its incorporation in 1982.
Executive Director, Ovarian Cancer National Alliance
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
Senior Vice President, Mass Capital Resource Company
Lisa is our marketing manager.
Deputy Treasurer, State of New Jersey
Co-Founder and current Co-Chairman, Wainwright Bank & Trust Company
President, Heritage Capital Management
Professor, School of Architecture at Columbia University
Professor, Boston College
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