Mitali is a Research Analyst covering the Industrials and Materials sectors. Prior to joining Trillium in 2016, she was a Portfolio Manager and Equity Analyst at Washington Capital Management where she covered multiple industry sectors as well as managed MID and SMID GARP portfolios. Before joining Washington Capital Management, Mitali was a Portfolio Manager at OFI Institutional Asset Management, a subsidiary of Oppenheimer Funds/Mass Mutual. She moved to OFI Institutional from Babson Capital Management where she was an Equity Analyst/Portfolio Manager on their small and mid cap portfolios.
Mitali began her career in equity analysis as an intern at Trillium while she was studying at Columbia University. Mitali is a Chartered Financial Analyst (CFA) charterholder and a member of the CFA Institute and the CFA Society Boston, serving on its SRI committee from 2008 – 2010 and as Chair of its Value Investing committee from 2009-2013. She also serves on the Board of Trustees at the Belmont Hill School and is an advisor to the Winchester Community Music School after having served as its Treasurer and Investment Committee Chair.
Mitali holds a Bachelor of Electronics and Telecommunications Engineering from the Delhi Institute of Technology in New Delhi, India and a Master of International Affairs with a Major in Finance from Columbia University in New York. She holds an M.B.A. from the Indian Institute of Management in Bangalore, India.