Will is a senior vice president, investment manager and research analyst in our California office. Prior to joining Trillium in 2008, Will had worked at the boutique socially responsible investment firm Journey Tree Financial. He holds an M.B.A. from the University of Washington’s Foster School of Business and a B.A. with honors from the University of [...]
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 [...]
Joan served as Founding President, CEO, and a senior portfolio manager of Trillium Asset Management Corporation since its incorporation in 1982 until her passing in November 2008.
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.
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 [...]
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 [...]
Randy Rice is Trillium’s Community Investments Manager and a Senior Portfolio Associate in our Boston office. He has been a contributor to Trillium’s newsletter “Investing For a Better World” for over a decade, writing profiles on domestic and international loan funds, community banks and credit unions. Randy is a member of Trillium’s Board of Directors and is on [...]
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