Joan Bavaria wrote this column, From the President, for the past 15 years. Joan was passionately engaged with the world on many levels, more than any person I have ever known, and her columns reflected her humanity. From the small to the large, from the individual to the global, her deeply personal columns tied her observations [...]
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Movers and Shakers
Financial Planning Magazine, January 2009
Joan Bavaria honored with Charles R. Schwab IMPACT Award® for her vision and leadership in the investment advisory business
On September 25, 2008 Schwab Institutional® announced that Trillium Asset Management Corporation (“Trillium”) founding president and CEO Joan Bavaria was recognized with the 3rd annual Charles R. Schwab IMPACT Award – an award honoring Joan as an [...]
My life is tied closely to the history of Trillium Asset Management Corporation (“Trillium”).
I was there at the birth. The column I now write made its debut on the front page of the first issue of this newsletter in 1983.
I served on the board of directors for eight years.
Founder Joan Bavaria lived in an apartment [...]
The change we want to see in the world is being created by activists, artists, philanthropists, social entrepreneurs, responsible investors and … MBAs. Yes, MBAs! Given that corporations have become the dominant institutions on the planet, this represents a much-needed revolution from within, augmenting all the good work making a positive difference from the outside.
I [...]
I am a battered boss. One of our employees, who will remain nameless, has cajoled, flattered, and even threatened me to write on a certain topic in this quarterly newsletter. The threatening person in question reports directly to me, so the fact that she gets away with it is a function of [...]
Trillium Asset Management president and founder Joan Bavaria was recently honored by Global Green USA and Green Cross International President Mikhail Gorbachev with a Millennium Award for Corporate Environmental Leadership.
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