Shelley engages with companies on a wide range of concerns, including environmental health, climate change, human rights, and equal employment opportunity. She is the recipient of the 2005 Socially Responsible Investing Service Award, which is awarded by peers in the SRI industry, and was recognized by Fortune as one of the 25 most powerful lesbians [...]
Susan joined Trillium Asset Management in 1986, after working for Harvard Management and Price Waterhouse. In 2000, she left to become a director of religious education and spend more time with her family. Susan rejoined the firm in 2006 and is an ESG analyst. Susan earned her B.A. from Middlebury College and an Ed.M. from [...]
Shelly joined Trillium in 1994 and is our trader and an operations specialist. She is an active member of Boston Pride, a non-profit organization working to enhance the visibility of Boston’s LGBT community. Shelly earned her B.A in 1993 from Nichols College.
With over a decade of experience in shareholder advocacy, Jonas pushes companies to improve their environmental and social behavior. He is also an advocate for shareholder rights and the integration of environmental, social and governance factors into investment decisions. As a contributor to the United Nation’s A legal framework for the integration of environmental, social [...]
Natasha joined Trillium Asset Management in October 2007, and is a research analyst. Natasha seeks out equity investments with strong environmental, social, and financial profiles, focusing specifically on the alternative energy, industrial, technology, and telecom sectors. While in graduate school, Natasha worked with Trillium as a sustainable investment intern, working with analysts to recommend companies from [...]
Catherine is a research analyst in our ESG department. She comes to Trillium after three years as a Natural Resource Management Peace Corps volunteer in Southern Malawi, where she worked with small businesses on their business development and creating an environmental education system for the nearby national park. Catherine hold a bachelor’s degree in Industrial and [...]
Keith rejoined Trillium in October 2009, and is an research analyst. He is responsible for the basic materials, healthcare, and utilities sectors, as well as the commercial real estate and lodging industries.
In 1995, Keith completed a Master of Science in Finance (MSF) degree from Bentley University. While attending Bentley, he interned with Trillium focusing on [...]
Bill joined Trillium in September 2008, and is a quantitative analyst and portfolio associate. He has experience in the financial services industry with Cabot-Wellington, LLC, a family investment office, where he oversaw aspects of account operations, SEC compliance, internal operations, and worked with the Cabot Family Charitable Trust as a Grants Administrator. Bill also has [...]
Laura is a research analyst. She joined Trillium Asset Management in 2001. Prior to joining Trillium she was an equity research analyst at Adams, Harkness and Hill, a Boston-based investment bank that focuses on emerging growth companies. Laura’s last position at Adams was as a sell-side equity analyst in the “Healthy Living” group. This group covered [...]
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