Meet Our Team
For nearly three decades Trillium has delivered competitive investment performance, honing one of the most sophisticated and disciplined investment processes in the field of sustainable and responsible investing. Using multiple analytic inputs and an in-house ESG Research and Shareholder Advocacy staff, we construct portfolios that integrate social screens with the risk and return characteristics of broad market benchmarks.
Our portfolio managers average over twenty years of investment experience. We service clients nationwide, from our headquarters in Boston and additional offices in the San Francisco Bay area and Durham.
Matt is CEO and a senior portfolio manager.
Matt is CEO and a senior portfolio manager.
Cheryl is President and a senior portfolio manager.
Stephanie is our Chief Investment Officer, senior 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.
Laura is a portfolio manager and an equity research analyst.
Will is a portfolio manager and research analyst in our San Francisco office.
Susan is a portfolio manager and an analyst on our ESG Research & Shareholder Advocacy Team.
Shelley is the Director of ESG Research & Shareholder Advocacy.
Susan is a portfolio manager and an analyst on our ESG Research & Shareholder Advocacy Team.
Shelly is our trader and operations specialist.
Jonas is the Deputy Director of ESG Research & Shareholder Advocacy.
Natasha is an equity research analyst and assistant portfolio manager.
Catherine is an ESG research associate.
Keith is an equity research analyst and assistant portfolio manager.
Bill is a quantitative analyst and portfolio associate.
Pat is a portfolio manager assistant.
Andrea is a portfolio associate.
Dave is a portfolio associate.
Seth is a portfolio associate.
Brianna is a portfolio associate.
Bill is a quantitative analyst and portfolio associate.
Randy is a senior portfolio associate and our Community Investments Manager.
Lesli is the firm’s controller.
Tauby is an accounting associate.
Rita is the receptionist in our Boston office.
Nancy is an operations associate.
Diane is the Chief Compliance Officer and Director of Operations.
Chris is a trading and operations associate.
Rosita is an operations associate.
Lisa is our marketing manager.
Diane is the Chief Compliance Officer and Director of Operations.
Co-Founder and current Co-Chairman, Wainwright Bank & Trust Company
Executive Director, National Consumers League
Non-resident Senior Fellow, Brookings Institution
Co-Founder and current Co-Chairman, Wainwright Bank & Trust Company
Randy is a senior portfolio associate and our Community Investments Manager.
Professor, Urban Planning and International Affairs, Columbia University
Cheryl is President and a senior portfolio manager.
Professor Emeritus, Carroll School of Management, Boston College
Matt is CEO and a senior portfolio manager.
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