Cheryl is a managing partner, Chief Compliance Officer and investment manager. Cheryl began her investment management career at Trillium Asset Management in 1987. In 1992 she joined United States Trust Company in Boston (now known as Walden Asset Management) as Vice President and portfolio manager, before rejoining Trillium in the fall of 1997. Cheryl is currently [...]
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 [...]
sleighton@trilliuminvest.com
Stephanie is a senior vice president, portfolio manager and research analyst. Prior to joining Trillium Asset Management in 1990 she was an Investment Officer at Sun Life of Canada and an analyst at Pioneering Management Corporation. She serves on the Indigenous People’s Task Force of the Social Investment Forum and has served on the Unitarian Universalist [...]
Farnum is a senior vice president, strategist, and manager of our Durham, North Carolina office. He entered the investment business in 1980 and helped establish one of the first socially responsible investment advisory services in the southeastern United States. Farnum joined Trillium in 1994. He serves on the Board of Directors of the Future of Music Coalition [...]
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 [...]
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