Emily Lee joined Trillium, as Regional Sales Consultant, in February 2015. In this role, Emily works to foster relationships with financial advisors and present them with Trillium’s sustainable and responsible investment solutions.
Prior to joining Trillium, Emily worked at LPL’s home office as a Senior Business Consultant/Relationship Manager. She consulted on practice management topics with leading independent advisors on the East Coast. Prior to that she worked for Wellington Management as a member of the Global Relationship Team, working closely with consultants and large institutional clients. Emily started her career with Putnam Investments where as a Senior Internal Wholesaler, she held the Series 7,6, and 63 licenses.
Emily is a member of Net Impact and BASIC (Boston Area Sustainable Investment Consortium). In addition, she volunteers as a business developer for a local solar nonprofit.
Emily earned her B.A. from Willamette University in Salem, OR.