the Trillium TEAM

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Nancy Denney
Nancy Denney
Chief Compliance Officer
Alex Jovanovic, CFP®
Alex Jovanovic, CFP®
Managing Director - Private Client, Investment Manager
Jonas Kron, Esq.
Jonas Kron, Esq.
Chief Advocacy Officer
Matthew W. Patsky, CFA
Matthew W. Patsky, CFA
Member | Trillium US Board
CEO & Portfolio Manager
Whitney Zelee
Whitney Zelee
Chief Operations Officer
Hyewon Han
Hyewon Han
Director of Shareholder Advocacy
Lisa Hayles
Lisa Hayles
Director of Sustainability and Sharehold Engagement
Jonas Kron, Esq.
Jonas Kron, Esq.
Chief Advocacy Officer
Kate Monahan
Kate Monahan
Director of Shareholder Advocacy
Andrea Ranger
Andrea Ranger
Director of Shareholder Advocacy
Charlie Silberstein
Charlie Silberstein
Shareholder Advocacy Operations Associate
Janelle Krizek
Janelle Krizek
Marketing Manager
Lisa MacKinnon
Lisa MacKinnon
Global Institutional Business Development
Gaby Mengstab
Gaby Mengstab
Senior National Accounts Manager
Cindy Mulica
Cindy Mulica
Portfolio Associate
Susan Rosmarin
Susan Rosmarin
Head of Business Development Support
Kaelie St. Pierre
Kaelie St. Pierre
Portfolio Associate
Maggie Staiano
Maggie Staiano
Digital Marketing Manager
Logan Amaral
Logan Amaral
Manager of Investment Processes
Sahas Apte, CFA
Sahas Apte, CFA
Research Analyst
Kathleen Bochman, CFA
Kathleen Bochman, CFA
Portfolio Manager
Jeremy A. Cote, CFA
Jeremy A. Cote, CFA
Portfolio Manager
Frieda Gonzalez
Frieda Gonzalez
Research Analyst
Mike Jung
Mike Jung
Quantitative Analyst
Emily Lethenstrom
Emily Lethenstrom
Director of ESG Research and ESG Specialist
Olivia Luciani
Olivia Luciani
ESG Research Analyst
Laura L. McGonagle, CFA
Laura L. McGonagle, CFA
Portfolio Manager
C. Cyrus McMillan, CFA
C. Cyrus McMillan, CFA
Portfolio Manager
Keith A. Mills, CFA
Keith A. Mills, CFA
Research Analyst
Karen Nyawera
Karen Nyawera
Research Analyst, CFA
Matthew W. Patsky, CFA
Matthew W. Patsky, CFA
Member | Trillium US Board
CEO & Portfolio Manager
Mitali Prasad, CFA
Mitali Prasad, CFA
Portfolio Manager
Cheryl I. Smith, Ph.D., CFA
Cheryl I. Smith, Ph.D., CFA
Member | Trillium US Board
Economist, Portfolio Manager
Laura Torres
Laura Torres
ESG Research Analyst
Ian Wolf, CFA
Ian Wolf, CFA
Research Analyst
Michael Byrd
Michael Byrd
Investment Associate
Jalen Dawkins
Jalen Dawkins
Portfolio Associate
Sada Geuss
Sada Geuss
Managing Director - Private Client, Investment Manager
Alex Jovanovic, CFP®
Alex Jovanovic, CFP®
Managing Director - Private Client, Investment Manager
Scott LaHerran
Scott LaHerran
Portfolio Associate
Nakia Maddox-Eubanks
Nakia Maddox-Eubanks
Investment Manager
Tobi Mason, CFA
Tobi Mason, CFA
Investment Manager
Alyson Mikami
Alyson Mikami
Director of Client Service - Private Client
Jodi Neuman Angelo, CFA
Jodi Neuman Angelo, CFA
Director of Investments – Private Client, Investment Manager
Stephanie Pascual
Stephanie Pascual
Portfolio Analyst
Cameron Ruggiero
Cameron Ruggiero
Portfolio Associate
Kirt Thorne
Kirt Thorne
Portfolio Associate
Doris Dalrymple
Doris Dalrymple
Executive Assistant to the CEO at Trillium
Jared Fein
Jared Fein
Senior Analyst, Investment Operations
Sean Kelly
Sean Kelly
Analyst, Business Systems
Joseph Loux
Joseph Loux
Senior Manager, Trading and Investment Operations
Deb McNeil
Deb McNeil
Finance Manager
Deborah Parks
Deborah Parks
Finance Manager
Sherese Woodfine
Sherese Woodfine
Technology Manager
Whitney Zelee
Whitney Zelee
Chief Operations Officer
Rob Barry
Rob Barry
Senior Manager Compliance and Deputy Chief Compliance Officer
Jennifer Britman
Jennifer Britman
Compliance Officer and Risk Associate
Nancy Denney
Nancy Denney
Chief Compliance Officer
Chris Golden
Chris Golden
Senior Manager, Legal and Compliance
Jean Bua
Jean Bua
Member | Trillium US Advisory Board*
Ellen Griggs
Ellen Griggs
Member | Trillium US Advisory Board*
Lisa Hayles
Lisa Hayles
MEMBER | TRILLIUM ADVISORY BOARD*
Director of Sustainability and Sharehold Engagement
Allan Lo Proto
Allan Lo Proto
Member | Trillium US Board
Matthew W. Patsky, CFA
Matthew W. Patsky, CFA
Member | Trillium US Board
CEO & Portfolio Manager
Denise Selden
Denise Selden
Member | Trillium Advisory Board*
Cheryl I. Smith, Ph.D., CFA
Cheryl I. Smith, Ph.D., CFA
Member | Trillium US Board
Economist, Portfolio Manager
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