Trillium Asset Management
Industry: Company
DescriptionFounded: 1982 VP: Susan Baker Subsidiary: Portfolio 21 Investments, Inc.
Trillium Asset Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Trillium Asset Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Trillium Asset Management Salaries. You can even request information on how much does Trillium Asset Management pay if you want to. Learn about salaries, pros and cons of working for Trillium Asset Management directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
52 Trillium Asset Management employees in database. Find out everything there's to know about Trillium Asset Management employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Trillium Asset Management Employees
Employee
Years
Job
Industry
Natasha Lamb Natasha Lamb's Trillium Asset Management Experience September 2012 - August 2013
Job Director of Equity Research & Shareholder Engagement, Portfolio Manager, Arjuna Capital
Industry Investment Management
Experience
Arjuna Capital September 2013 - Present
The Food Project April 2014 - Present
Bainbridge Graduate Institute September 2012 - Present
Bainbridge Graduate Institute August 2012 - Present
UNEP October 2011 - Present
Slow Money March 2011 - Present
Trillium Asset Management September 2012 - August 2013
Trillium Asset Management April 2006 - September 2012
Thunderbird School of Global Management, Sustainable Innovation Summit April 2007 - April 2007
Social Venture Network January 2007 - April 2007
Skills
Sustainability, Climate Change, Sustainable Business, Corporate Social..., Sustainability..., Environmental Policy, Sustainability Strategy
Education
Chartered Financial Analyst, Passed CFA level 1 exam 2009 — 2010
Kripalu School of Yoga 2009 — 2010
Certified Kripalu Yoga Teacher
Bainbridge Graduate Institute 2005 — 2007
MBA, Sustainable Business
Mount Holyoke College 2000 — 2004
BA, International Relations
Lorenzo de' Medici 2002 — 2002
International Relations, History, Wine
Arjuna Capital September 2013 - Present
The Food Project April 2014 - Present
Bainbridge Graduate Institute September 2012 - Present
Bainbridge Graduate Institute August 2012 - Present
UNEP October 2011 - Present
Slow Money March 2011 - Present
Trillium Asset Management September 2012 - August 2013
Trillium Asset Management April 2006 - September 2012
Thunderbird School of Global Management, Sustainable Innovation Summit April 2007 - April 2007
Social Venture Network January 2007 - April 2007
Skills
Sustainability, Climate Change, Sustainable Business, Corporate Social..., Sustainability..., Environmental Policy, Sustainability Strategy
Education
Chartered Financial Analyst, Passed CFA level 1 exam 2009 — 2010
Kripalu School of Yoga 2009 — 2010
Certified Kripalu Yoga Teacher
Bainbridge Graduate Institute 2005 — 2007
MBA, Sustainable Business
Mount Holyoke College 2000 — 2004
BA, International Relations
Lorenzo de' Medici 2002 — 2002
International Relations, History, Wine
Lisa Cooper, CFA Lisa Cooper, CFA's Trillium Asset Management Experience November 1999 - October 2009
Job Launching GLOBAL TALENT Idaho for skilled immigrants to reclaim careers
Industry Civic & Social Organization
Experience
Idaho Office for Refugees and Mountain States Group January 2014 - Present
Nelson Capital Management October 2009 - March 2014
Trillium Asset Management November 1999 - October 2009
Smith Barney Asset Management September 1993 - July 1999
March of Dimes 1992 - 1993
Council on Economic Priorities 1991 - 1992
Skills
Socially Responsible..., Portfolio Management, Asset Allocation, Management, Asset Managment, Fixed Income, Investment Strategies, Alternative Investments, Institutional..., Investments, Asset Management, Wealth Management, Investment Management, Equities
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA
California State Polytechnic University-Pomona 1985 — 1987
Bachelor's Degree, Business Administration
Oberlin College 1981 — 1983
Idaho Office for Refugees and Mountain States Group January 2014 - Present
Nelson Capital Management October 2009 - March 2014
Trillium Asset Management November 1999 - October 2009
Smith Barney Asset Management September 1993 - July 1999
March of Dimes 1992 - 1993
Council on Economic Priorities 1991 - 1992
Skills
Socially Responsible..., Portfolio Management, Asset Allocation, Management, Asset Managment, Fixed Income, Investment Strategies, Alternative Investments, Institutional..., Investments, Asset Management, Wealth Management, Investment Management, Equities
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA
California State Polytechnic University-Pomona 1985 — 1987
Bachelor's Degree, Business Administration
Oberlin College 1981 — 1983
Yang Pu Yang Pu's Trillium Asset Management Experience June 2015 - Present
Job Research Associate at Trillium Asset Management
Industry Financial Services
Experience
Trillium Asset Management June 2015 - Present
Schneider Electric September 2014 - April 2015
Trinity Partners January 2015 - March 2015
Massachusetts Alliance of Portuguese Speakers October 2013 - August 2014
Schneider Electric October 2013 - June 2014
KnowledgeSTRONG October 2012 - December 2012
Image Stream Medical September 2012 - December 2012
Goldmillennium September 2010 - July 2011
Skills
Market Research, Marketing Strategy, Business Development, Market Analysis, Data Analysis, Accounting, Financial Modeling, Finance, Corporate Finance, Financial Analysis, Marketing Communications, SPSS, Photoshop, Illustrator, InDesign, Google Analytics, HubSpot, Relational Databases, Trade Finance, Sales Management, Brand Management
Education
University of Massachusetts Boston 2014 — 2016
Master of Science (MS), Finance
Clark University 2011 — 2013
MBA, Marketing, Finance, 3.88
Shanghai Maritime University 2006 — 2010
Bachelor of Management, Science of Management
Trillium Asset Management June 2015 - Present
Schneider Electric September 2014 - April 2015
Trinity Partners January 2015 - March 2015
Massachusetts Alliance of Portuguese Speakers October 2013 - August 2014
Schneider Electric October 2013 - June 2014
KnowledgeSTRONG October 2012 - December 2012
Image Stream Medical September 2012 - December 2012
Goldmillennium September 2010 - July 2011
Skills
Market Research, Marketing Strategy, Business Development, Market Analysis, Data Analysis, Accounting, Financial Modeling, Finance, Corporate Finance, Financial Analysis, Marketing Communications, SPSS, Photoshop, Illustrator, InDesign, Google Analytics, HubSpot, Relational Databases, Trade Finance, Sales Management, Brand Management
Education
University of Massachusetts Boston 2014 — 2016
Master of Science (MS), Finance
Clark University 2011 — 2013
MBA, Marketing, Finance, 3.88
Shanghai Maritime University 2006 — 2010
Bachelor of Management, Science of Management
Sandeep Gummadi Sandeep Gummadi's Trillium Asset Management Experience May 2015 - Present
Job Buyside Equity Research at Trillium Asset Management
Industry Investment Management
Experience
Trillium Asset Management May 2015 - Present
MSCI Inc. January 2014 - August 2014
MSCI Inc. July 2011 - December 2013
Aranca July 2008 - July 2011
BITSAA Int. July 2009 - June 2010
North Delhi Power Limited July 2007 - December 2007
NTPC May 2006 - June 2006
Bridle IT May 2005 - July 2005
Skills
Market Research, Business Analysis, Analysis, Value Chain Analysis, Project Management, Team Management, Business Strategy, Project Planning, Alumni Relations, Valuation, Investment Management, Equity Research, Sustainable Investing, FactSet, Bloomberg
Education
Birla Institute of Technology and Science 2004 — 2008
B.E (Hons.)
Air Force Vidya Bharati School 1995 — 2001
Trillium Asset Management May 2015 - Present
MSCI Inc. January 2014 - August 2014
MSCI Inc. July 2011 - December 2013
Aranca July 2008 - July 2011
BITSAA Int. July 2009 - June 2010
North Delhi Power Limited July 2007 - December 2007
NTPC May 2006 - June 2006
Bridle IT May 2005 - July 2005
Skills
Market Research, Business Analysis, Analysis, Value Chain Analysis, Project Management, Team Management, Business Strategy, Project Planning, Alumni Relations, Valuation, Investment Management, Equity Research, Sustainable Investing, FactSet, Bloomberg
Education
Birla Institute of Technology and Science 2004 — 2008
B.E (Hons.)
Air Force Vidya Bharati School 1995 — 2001
Jeremy Cote, CFA Jeremy Cote, CFA's Trillium Asset Management Experience May 2014 - Present
Job Equity Analyst at Trillium Asset Management | Global TMT Sectors | Fundamental Research & Portfolio Management Expertise
Industry Investment Management
Experience
Trillium Asset Management May 2014 - Present
FM Global March 2008 - April 2014
FM Global November 2004 - March 2008
Baring Asset Management March 2001 - July 2003
Baring Asset Management September 2000 - February 2001
Baring Asset Management January 2000 - August 2000
Atlantic Trust Company (Formerly Pell Rudman Trust Company) October 1997 - December 1999
State Street Corporation September 1996 - September 1998
Smith Barney January 1995 - April 1995
Skills
Equities, Financial Modeling, Competitive Analysis, Equity Research, Portfolio Management, Valuation, Asset Allocation, Bloomberg, Financial Analysis, Financial Statement..., Risk Management, Factset, Equity Valuation, Quantitative Analytics, Economics, Investments, Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2009
Master of Business Administration (MBA), Specialization: Asset Management
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2009
Master of Science in Finance (MSF)
Plymouth State University 1990 — 1996
Bachelor of Science (BS), Applied Economics
Trillium Asset Management May 2014 - Present
FM Global March 2008 - April 2014
FM Global November 2004 - March 2008
Baring Asset Management March 2001 - July 2003
Baring Asset Management September 2000 - February 2001
Baring Asset Management January 2000 - August 2000
Atlantic Trust Company (Formerly Pell Rudman Trust Company) October 1997 - December 1999
State Street Corporation September 1996 - September 1998
Smith Barney January 1995 - April 1995
Skills
Equities, Financial Modeling, Competitive Analysis, Equity Research, Portfolio Management, Valuation, Asset Allocation, Bloomberg, Financial Analysis, Financial Statement..., Risk Management, Factset, Equity Valuation, Quantitative Analytics, Economics, Investments, Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2009
Master of Business Administration (MBA), Specialization: Asset Management
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2009
Master of Science in Finance (MSF)
Plymouth State University 1990 — 1996
Bachelor of Science (BS), Applied Economics
Alex Jovanovic, CFP® Alex Jovanovic, CFP®'s Trillium Asset Management Experience October 2013 - Present
Job Investment Manager at Trillium Asset Management
Industry Investment Management
Experience
Trillium Asset Management October 2013 - Present
St. Sava Serbian Orthodox Church of Boston February 2011 - January 2015
Boston Common Asset Management October 2003 - September 2013
Boston Area Sustainable Investment Consortium (BASIC) July 2009 - December 2011
Tufts University 2002 - 2004
Education
Suffolk University - Sawyer Business School 2009 — 2010
Certificate, Financial Planning
Callan College for Investment Managers 2009 — 2009
Tufts University 2000 — 2004
BA, International Relations and Affairs & Economics
Trillium Asset Management October 2013 - Present
St. Sava Serbian Orthodox Church of Boston February 2011 - January 2015
Boston Common Asset Management October 2003 - September 2013
Boston Area Sustainable Investment Consortium (BASIC) July 2009 - December 2011
Tufts University 2002 - 2004
Education
Suffolk University - Sawyer Business School 2009 — 2010
Certificate, Financial Planning
Callan College for Investment Managers 2009 — 2009
Tufts University 2000 — 2004
BA, International Relations and Affairs & Economics
Monika Freyman, CFA Monika Freyman, CFA's Trillium Asset Management Experience December 2010 - August 2011
Job Manager, Water Program at Ceres, Inc.
Industry Investment Management
Experience
Ceres, Inc. May 2012 - Present
Harvard University February 2012 - May 2012
Trillium Asset Management December 2010 - August 2011
Loyola University Chicago 2004 - 2009
Driehaus Capital Management February 2000 - December 2002
Trans-National Research August 1997 - November 1999
Skills
Equity Research, Socially Responsible..., Emerging Markets, Research, Financial Analysis, Investments, Aquatic Ecology, Sustainable Development, Environmental Awareness, Sustainability, Statistics, Leadership, Equities, Asset Management, Economics, Policy Analysis, Management
Education
The University of British Columbia 1986 — 1991
Bachelor of Commerce, Finance - Corporate Finance, Foreign Exchange, Derivatives, Financial Statement Analysis
CFA Institute
Loyola University of Chicago
Master of Science, National Science Foundation Graduate Fellow, Aquatic Ecology Research
Ceres, Inc. May 2012 - Present
Harvard University February 2012 - May 2012
Trillium Asset Management December 2010 - August 2011
Loyola University Chicago 2004 - 2009
Driehaus Capital Management February 2000 - December 2002
Trans-National Research August 1997 - November 1999
Skills
Equity Research, Socially Responsible..., Emerging Markets, Research, Financial Analysis, Investments, Aquatic Ecology, Sustainable Development, Environmental Awareness, Sustainability, Statistics, Leadership, Equities, Asset Management, Economics, Policy Analysis, Management
Education
The University of British Columbia 1986 — 1991
Bachelor of Commerce, Finance - Corporate Finance, Foreign Exchange, Derivatives, Financial Statement Analysis
CFA Institute
Loyola University of Chicago
Master of Science, National Science Foundation Graduate Fellow, Aquatic Ecology Research
Pauline So Lee Pauline So Lee's Trillium Asset Management Experience 1992 - 1996
Job Operations Manager, Independent Mortgage
Industry Real Estate
Experience
Independent Mortgage 2004 - Present
Centre Realty Group 2004 - Present
Bank of America 1996 - 2004
Trillium Asset Management 1992 - 1996
Fidelity Investments 1991 - 1992
Skills
Marketing Strategy, Mortgage, Short Sales, Home, Real Estate, Sellers, First Time Home Buyers, Investment Properties, Loans, Residential, Mortgage Lending, Residential Homes, Condos, Real Estate Financing, Selling, Referrals, Investors, Foreclosures, Investments, Real Estate Transactions
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Banking, Corporate, Finance, and Securities Law
Tufts University 1987 — 1991
BS, Biology
Boston Latin School 1981 — 1987
Independent Mortgage 2004 - Present
Centre Realty Group 2004 - Present
Bank of America 1996 - 2004
Trillium Asset Management 1992 - 1996
Fidelity Investments 1991 - 1992
Skills
Marketing Strategy, Mortgage, Short Sales, Home, Real Estate, Sellers, First Time Home Buyers, Investment Properties, Loans, Residential, Mortgage Lending, Residential Homes, Condos, Real Estate Financing, Selling, Referrals, Investors, Foreclosures, Investments, Real Estate Transactions
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Banking, Corporate, Finance, and Securities Law
Tufts University 1987 — 1991
BS, Biology
Boston Latin School 1981 — 1987
Thomas Soave's Trillium Asset Management Experience June 2015 - August 2015
Job J.D. Candidate at University of Colorado Law School
Industry Higher Education
Experience
University of Colorado Law School August 2015 - Present
Trillium Asset Management June 2015 - August 2015
University of Michigan September 2011 - May 2015
PGA TOUR Superstore May 2014 - August 2014
Configure LLC September 2013 - May 2014
Mountain Sky Guest Ranch May 2012 - September 2013
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Public Speaking, Customer Service, PowerPoint
Education
University of Colorado School of Law 2015 — 2018
University of Michigan 2011 — 2015
Economics, senior
Universidad de Granada 2014 — 2014
Language and Culture
University of Colorado Law School August 2015 - Present
Trillium Asset Management June 2015 - August 2015
University of Michigan September 2011 - May 2015
PGA TOUR Superstore May 2014 - August 2014
Configure LLC September 2013 - May 2014
Mountain Sky Guest Ranch May 2012 - September 2013
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Public Speaking, Customer Service, PowerPoint
Education
University of Colorado School of Law 2015 — 2018
University of Michigan 2011 — 2015
Economics, senior
Universidad de Granada 2014 — 2014
Language and Culture
Mitali Prasad, CFA's Trillium Asset Management Experience May 1993 - August 1993
Job Portfolio Manager Washington Capital Management
Industry Investment Management
Experience
Belmont HIll School April 2014 - Present
Washington Capital Management September 2009 - Present
Winchester Community Music School 2008 - Present
Boston Security Analysts Society September 2009 - 2013
OFI Institutional Asset Management April 2006 - August 2008
Babson Capital Management September 1994 - April 2006
Merrill Lynch September 1993 - August 1994
Trillium Asset Management May 1993 - August 1993
Skills
Asset Allocation, Competitive Analysis, Due Diligence, Equities, Investments, Portfolio Management, Securities, Strategy
Education
Columbia University 1993 — 1994
Finance
Indian Institute of Management, Bangalore 1989 — 1991
MBA
Delhi Institute of Technology 1985 — 1989
B. E., Electronics & Communication Engg.
CFA Institute
CFA
Belmont HIll School April 2014 - Present
Washington Capital Management September 2009 - Present
Winchester Community Music School 2008 - Present
Boston Security Analysts Society September 2009 - 2013
OFI Institutional Asset Management April 2006 - August 2008
Babson Capital Management September 1994 - April 2006
Merrill Lynch September 1993 - August 1994
Trillium Asset Management May 1993 - August 1993
Skills
Asset Allocation, Competitive Analysis, Due Diligence, Equities, Investments, Portfolio Management, Securities, Strategy
Education
Columbia University 1993 — 1994
Finance
Indian Institute of Management, Bangalore 1989 — 1991
MBA
Delhi Institute of Technology 1985 — 1989
B. E., Electronics & Communication Engg.
CFA Institute
CFA
David Walker, CFA David Walker, CFA's Trillium Asset Management Experience 2012 - 2014
Job Director at BNY Mellon Wealth Management
Industry Investment Management
Experience
BNY Mellon Wealth Management April 2015 - Present
Trillium Asset Management 2012 - 2014
UBS Financial Services Inc. 2011 - 2012
Walker Capital Management 2009 - 2010
Van Kampen Investments 1990 - 2008
Bank of New England 1989 - 1990
Digital Equipment Corporation 1986 - 1987
Skills
Equities, Corporate Finance, Capital Markets, Securities, Asset Managment, Mutual Funds, Competitive Analysis, Portfolio Management, Derivatives, Asset Management, Strategy, Asset Allocation, Equity Research, Mergers & Acquisitions, Investments, Finance, Wealth Management, Emerging Markets, Bloomberg, Financial Advisory, Valuation, Hedge Funds, Fixed Income
Education
Vanderbilt University - Owen Graduate School of Management 1987 — 1989
MBA, Finance and Management Information Systems
Duke University 1982 — 1986
BS, Computer Science
Belmont Hill School
BNY Mellon Wealth Management April 2015 - Present
Trillium Asset Management 2012 - 2014
UBS Financial Services Inc. 2011 - 2012
Walker Capital Management 2009 - 2010
Van Kampen Investments 1990 - 2008
Bank of New England 1989 - 1990
Digital Equipment Corporation 1986 - 1987
Skills
Equities, Corporate Finance, Capital Markets, Securities, Asset Managment, Mutual Funds, Competitive Analysis, Portfolio Management, Derivatives, Asset Management, Strategy, Asset Allocation, Equity Research, Mergers & Acquisitions, Investments, Finance, Wealth Management, Emerging Markets, Bloomberg, Financial Advisory, Valuation, Hedge Funds, Fixed Income
Education
Vanderbilt University - Owen Graduate School of Management 1987 — 1989
MBA, Finance and Management Information Systems
Duke University 1982 — 1986
BS, Computer Science
Belmont Hill School
Benjamin Black's Trillium Asset Management Experience May 2007 - November 2007
Job Informationist at Knowledgent
Industry Financial Services
Experience
Knowledgent December 2014 - Present
Santander 2010 - 2014
Fidelity Investments 2008 - 2009
Trillium Asset Management May 2007 - November 2007
J.P.Morgan 2005 - 2006
Investors Bank & Trust 2001 - 2005
Skills
Strategic Analysis, Competitive Analysis, Financial Analysis, Change Management, Project Management, Financial Modeling, Business Strategy, Strategy, Sustainability, Business Process..., Fundamental Analysis, IT Strategy, Cross-functional Team..., International Relations, Online Marketing, IT Transformation, IT Management, Intranet Portals, Asset Managment, Financial Reporting, Analytics, Customer Relations, Market Research, Quantitative Research, Systems Dynamics..., Portfolio Management, Consumer Insight, Bloomberg, SAS, Business Discovery, Analysis, Entrepreneurship, Management, Leadership, Business Process, Finance, Management Consulting
Education
Massachusetts Institute of Technology - Sloan School of Management 2006 — 2008
MBA, Strategy, Finance, & Innovation
Tufts University 1997 — 2001
B.A., International Relations, Economics & German Studies
Trumbull High School 1993 — 1997
Knowledgent December 2014 - Present
Santander 2010 - 2014
Fidelity Investments 2008 - 2009
Trillium Asset Management May 2007 - November 2007
J.P.Morgan 2005 - 2006
Investors Bank & Trust 2001 - 2005
Skills
Strategic Analysis, Competitive Analysis, Financial Analysis, Change Management, Project Management, Financial Modeling, Business Strategy, Strategy, Sustainability, Business Process..., Fundamental Analysis, IT Strategy, Cross-functional Team..., International Relations, Online Marketing, IT Transformation, IT Management, Intranet Portals, Asset Managment, Financial Reporting, Analytics, Customer Relations, Market Research, Quantitative Research, Systems Dynamics..., Portfolio Management, Consumer Insight, Bloomberg, SAS, Business Discovery, Analysis, Entrepreneurship, Management, Leadership, Business Process, Finance, Management Consulting
Education
Massachusetts Institute of Technology - Sloan School of Management 2006 — 2008
MBA, Strategy, Finance, & Innovation
Tufts University 1997 — 2001
B.A., International Relations, Economics & German Studies
Trumbull High School 1993 — 1997
Evan DaSilva Evan DaSilva's Trillium Asset Management Experience December 2009 - April 2010
Job VP, Business Development at EverQuote
Industry Marketing and Advertising
Experience
EverQuote (Formerly AdHarmonics) May 2014 - Present
EverQuote (Formerly AdHarmonics) August 2013 - May 2014
PwC's PRTM Management Consultants June 2012 - July 2013
CDM Smith 2006 - May 2012
Trillium Asset Management December 2009 - April 2010
Skills
Management Consulting, Strategy, Business Strategy, Data Analysis, Financial Modeling, Strategic Planning, Analysis, Financial Analysis, Economics, Microsoft Excel, Leadership, Project Management, Program Management, Business Development, Management, Project Planning, Policy, Litigation Support, Organizational..., Negotiation, Nonprofits, Risk Management, Competitive Analysis, Market Research, Excel, Program Development, PowerPoint, Presentation Development, Online Marketing, Online Advertising, Search Advertising, Property & Casualty..., Digital Marketing, Marketing Strategy, Consulting
Education
Boston University 2008 — 2011
MA, Economics
Boston University - School of Management 2008 — 2011
MBA, General Management
University of Connecticut 2002 — 2006
BA, Economics & Political Science
Reading Memorial High School
EverQuote (Formerly AdHarmonics) May 2014 - Present
EverQuote (Formerly AdHarmonics) August 2013 - May 2014
PwC's PRTM Management Consultants June 2012 - July 2013
CDM Smith 2006 - May 2012
Trillium Asset Management December 2009 - April 2010
Skills
Management Consulting, Strategy, Business Strategy, Data Analysis, Financial Modeling, Strategic Planning, Analysis, Financial Analysis, Economics, Microsoft Excel, Leadership, Project Management, Program Management, Business Development, Management, Project Planning, Policy, Litigation Support, Organizational..., Negotiation, Nonprofits, Risk Management, Competitive Analysis, Market Research, Excel, Program Development, PowerPoint, Presentation Development, Online Marketing, Online Advertising, Search Advertising, Property & Casualty..., Digital Marketing, Marketing Strategy, Consulting
Education
Boston University 2008 — 2011
MA, Economics
Boston University - School of Management 2008 — 2011
MBA, General Management
University of Connecticut 2002 — 2006
BA, Economics & Political Science
Reading Memorial High School
Karin Chamberlain's Trillium Asset Management Experience September 1997 - August 1999
Job Impact and Community Investment Analyst at Clean Yield Asset Management
Industry Financial Services
Experience
Clean Yield Asset Management October 2013 - Present
Boston, MA December 2010 - October 2013
Jonathan M. Tisch College of Citizenship and Public Service, Tufts University January 2012 - January 2013
MSCI, Inc. June 2010 - November 2010
RiskMetrics Group November 2009 - June 2010
KLD Research & Analytics September 2000 - November 2009
Trillium Asset Management September 1997 - August 1999
United States Peace Corps Ecuador January 1994 - August 1997
Education
CFA Institute 2014 — 2014
Level I Candidate - Chartered Financial Analyst
Tufts University - The Fletcher School of Law and Diplomacy 1997 — 1999
MALD
Kenyon College
BA
Phillips Exeter Academy
Clean Yield Asset Management October 2013 - Present
Boston, MA December 2010 - October 2013
Jonathan M. Tisch College of Citizenship and Public Service, Tufts University January 2012 - January 2013
MSCI, Inc. June 2010 - November 2010
RiskMetrics Group November 2009 - June 2010
KLD Research & Analytics September 2000 - November 2009
Trillium Asset Management September 1997 - August 1999
United States Peace Corps Ecuador January 1994 - August 1997
Education
CFA Institute 2014 — 2014
Level I Candidate - Chartered Financial Analyst
Tufts University - The Fletcher School of Law and Diplomacy 1997 — 1999
MALD
Kenyon College
BA
Phillips Exeter Academy
Seth Magaziner Seth Magaziner's Trillium Asset Management Experience December 2012 - December 2013
Job General Treasurer at State of Rhode Island
Industry Government Administration
Experience
State of Rhode Island January 2015 - Present
Magaziner for Treasurer October 2013 - November 2014
Trillium Asset Management December 2012 - December 2013
Trillium Asset Management October 2011 - December 2013
Trillium Asset Management July 2010 - October 2011
Yale School of Management August 2008 - May 2010
Point Judith Capital June 2009 - August 2009
Teach for America June 2006 - May 2008
TCI Fund June 2005 - August 2005
Education
Yale University - Yale School of Management 2008 — 2010
MBA
Brown University 2002 — 2006
A.B., History
Milton Academy 1997 — 2002
Diploma cum laude
State of Rhode Island January 2015 - Present
Magaziner for Treasurer October 2013 - November 2014
Trillium Asset Management December 2012 - December 2013
Trillium Asset Management October 2011 - December 2013
Trillium Asset Management July 2010 - October 2011
Yale School of Management August 2008 - May 2010
Point Judith Capital June 2009 - August 2009
Teach for America June 2006 - May 2008
TCI Fund June 2005 - August 2005
Education
Yale University - Yale School of Management 2008 — 2010
MBA
Brown University 2002 — 2006
A.B., History
Milton Academy 1997 — 2002
Diploma cum laude
Erin Dopfel, MBA's Trillium Asset Management Experience 2009 - 2010
Job Market Intelligence and Applied Strategic Planning
Industry Renewables & Environment
Experience
Portland General Electric August 2015 - Present
CLEAResult (formerly PECI) October 2014 - July 2015
PECI January 2013 - September 2014
Conservation Services Group April 2011 - December 2012
Trillium Asset Management 2009 - 2010
Eastern Research Group (ERG) 2006 - 2009
Smithsonian National Museum of Natural History 2005 - 2006
U.S. Geological Survey (USGS) 2004 - 2005
Skills
Technical Writing, Sustainability, Project Management, Financial Analysis, Proposal Writing, Competitive Analysis, Research, Quantitative Analytics, Leadership, Strategy, Energy Efficiency, Market Research, Business Development, Business Intelligence, Strategic Planning, Salesforce.com, Tableau, Qualitative Research, Analysis, Data Analysis, Cross-functional Team...
Education
Simmons College - Simmons School of Management
Master of Business Administration (MBA)
Mount Holyoke College
BA
Harvard University
Continuing Education
Wayland High School
Portland General Electric August 2015 - Present
CLEAResult (formerly PECI) October 2014 - July 2015
PECI January 2013 - September 2014
Conservation Services Group April 2011 - December 2012
Trillium Asset Management 2009 - 2010
Eastern Research Group (ERG) 2006 - 2009
Smithsonian National Museum of Natural History 2005 - 2006
U.S. Geological Survey (USGS) 2004 - 2005
Skills
Technical Writing, Sustainability, Project Management, Financial Analysis, Proposal Writing, Competitive Analysis, Research, Quantitative Analytics, Leadership, Strategy, Energy Efficiency, Market Research, Business Development, Business Intelligence, Strategic Planning, Salesforce.com, Tableau, Qualitative Research, Analysis, Data Analysis, Cross-functional Team...
Education
Simmons College - Simmons School of Management
Master of Business Administration (MBA)
Mount Holyoke College
BA
Harvard University
Continuing Education
Wayland High School
Maria Konizeski Maria Konizeski's Trillium Asset Management Experience June 2010 - June 2011
Job Head of Consulting at Business Harmonics
Industry Management Consulting
Experience
Homesite Insurance April 2015 - Present
Business Harmonics USA February 2015 - Present
Green Century Capital Management April 2012 - February 2015
Girls Rock Campaign Boston 2012 - September 2014
Ethicodes July 2011 - February 2013
Trillium Asset Management June 2010 - June 2011
Skills
Equity Analysis, ESG Research, Strategy Consulting, Research, Financial Research, Management Consulting, Start-ups, Marketing Strategy, Business Strategy, Social Media, Event Planning, Business Planning, Investments, Marketing, Management, Analysis, Financial Modeling, Finance, Project Management, CIPM, CRM, Database Design
Education
Simmons College - Simmons School of Management 2009 — 2011
MBA, Business
Arts Institute New England 2001 — 2002
Audio Engineering
Boston College 1994 — 1998
Bachelor of Arts, English and Philosophy
Homesite Insurance April 2015 - Present
Business Harmonics USA February 2015 - Present
Green Century Capital Management April 2012 - February 2015
Girls Rock Campaign Boston 2012 - September 2014
Ethicodes July 2011 - February 2013
Trillium Asset Management June 2010 - June 2011
Skills
Equity Analysis, ESG Research, Strategy Consulting, Research, Financial Research, Management Consulting, Start-ups, Marketing Strategy, Business Strategy, Social Media, Event Planning, Business Planning, Investments, Marketing, Management, Analysis, Financial Modeling, Finance, Project Management, CIPM, CRM, Database Design
Education
Simmons College - Simmons School of Management 2009 — 2011
MBA, Business
Arts Institute New England 2001 — 2002
Audio Engineering
Boston College 1994 — 1998
Bachelor of Arts, English and Philosophy
Peter Kinder Peter Kinder's Trillium Asset Management Experience January 2013 - November 2014
Job Proprietor, www.TheBell.US
Industry Financial Services
Experience
Green Mountain College September 2014 - Present
Vermont Community Foundation November 2011 - Present
The Bell (www.thebell.us) June 2010 - Present
Capital Institute October 2009 - Present
Trillium Asset Management January 2013 - November 2014
Center for Political Accountability February 2010 - December 2013
Southern Vermont Arts Center December 2010 - May 2012
MSCI Inc. June 2010 - November 2010
RiskMetrics Group November 2009 - May 2010
KLD Research & Analytics, Inc. March 1988 - October 2009
Skills
Non-profits, Investments, Research, Writing, Public Speaking, Community Outreach, Editing, Nonprofits, Sustainable Development, Sustainability, Corporate Governance, Fundraising, Philanthropy, Socially Responsible..., Leadership, Policy Analysis, Qualitative Research, Strategy, Economics, Corporate Social..., Social Entrepreneurship, Policy, Asset Management, Newsletters, Grant Writing, Legal Research, Marketing, Entrepreneurship, Strategic Planning, Legal Writing, Sustainability Reporting, Public Policy, Publishing, Blogging, International Relations, Sustainable Business, Climate Change, Journalism, Environmental Awareness, Politics, Sustainability...
Education
The Ohio State University Moritz College of Law 1970 — 1973
J.D.
Princeton University 1967 — 1970
A.B.
Wheeling Jesuit University 1966 — 1967
Princeton University 1964 — 1965
BA
Kent School 1960 — 1964
Diploma
Green Mountain College September 2014 - Present
Vermont Community Foundation November 2011 - Present
The Bell (www.thebell.us) June 2010 - Present
Capital Institute October 2009 - Present
Trillium Asset Management January 2013 - November 2014
Center for Political Accountability February 2010 - December 2013
Southern Vermont Arts Center December 2010 - May 2012
MSCI Inc. June 2010 - November 2010
RiskMetrics Group November 2009 - May 2010
KLD Research & Analytics, Inc. March 1988 - October 2009
Skills
Non-profits, Investments, Research, Writing, Public Speaking, Community Outreach, Editing, Nonprofits, Sustainable Development, Sustainability, Corporate Governance, Fundraising, Philanthropy, Socially Responsible..., Leadership, Policy Analysis, Qualitative Research, Strategy, Economics, Corporate Social..., Social Entrepreneurship, Policy, Asset Management, Newsletters, Grant Writing, Legal Research, Marketing, Entrepreneurship, Strategic Planning, Legal Writing, Sustainability Reporting, Public Policy, Publishing, Blogging, International Relations, Sustainable Business, Climate Change, Journalism, Environmental Awareness, Politics, Sustainability...
Education
The Ohio State University Moritz College of Law 1970 — 1973
J.D.
Princeton University 1967 — 1970
A.B.
Wheeling Jesuit University 1966 — 1967
Princeton University 1964 — 1965
BA
Kent School 1960 — 1964
Diploma
Bessie Yang's Trillium Asset Management Experience March 2015 - Present
Job Research Associate at Trillium Asset Management
Industry Higher Education
Experience
Trillium Asset Management March 2015 - Present
Pythagoras Investment Management LLC January 2015 - March 2015
Santander Bank, N.A. September 2014 - March 2015
Boston Harbor Angels September 2013 - June 2014
Babson College Fund 2013 - May 2014
Breckinridge Capital Advisors June 2013 - September 2013
Vinfen Corporation January 2013 - May 2013
Harvard University October 2011 - December 2012
My Art China Studio(大连美澳工作室） 2010 - 2012
Bank of China January 2008 - May 2010
Skills
Analysis, Investments, Finance, Financial Analysis, Financial Modeling, ESG Investment, Marketing, Business Strategy, Business Development, Management, Public Speaking, Marketing Strategy, Project Management, PowerPoint
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Finance and Investment
Dongbei University of Finance and Economics
Bachelor's degree, Taxation, Public Finance and Accounting
Harvard University
Business Administration and Management, General
Trillium Asset Management March 2015 - Present
Pythagoras Investment Management LLC January 2015 - March 2015
Santander Bank, N.A. September 2014 - March 2015
Boston Harbor Angels September 2013 - June 2014
Babson College Fund 2013 - May 2014
Breckinridge Capital Advisors June 2013 - September 2013
Vinfen Corporation January 2013 - May 2013
Harvard University October 2011 - December 2012
My Art China Studio(大连美澳工作室） 2010 - 2012
Bank of China January 2008 - May 2010
Skills
Analysis, Investments, Finance, Financial Analysis, Financial Modeling, ESG Investment, Marketing, Business Strategy, Business Development, Management, Public Speaking, Marketing Strategy, Project Management, PowerPoint
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Finance and Investment
Dongbei University of Finance and Economics
Bachelor's degree, Taxation, Public Finance and Accounting
Harvard University
Business Administration and Management, General
Jodi Neuman's Trillium Asset Management Experience June 2014 - Present
Job Manager, Advisor Relations at Trillium Asset Management
Industry Investment Management
Experience
Trillium Asset Management June 2014 - Present
Caja Rural Los Andes April 2013 - July 2013
Dougherty & Company June 2007 - July 2012
Office of the Comptroller of the Currency May 2006 - May 2007
Skills
Financial Modeling, Financial Analysis, Investment Banking, Banking, Project Finance, Due Diligence, Valuation, International Business
Education
HEC School of Management / HEC Paris 2012 — 2014
Master of Business Administration (MBA), Finance, General
University of Wisconsin-Eau Claire 2004 — 2008
Bachelor of Business Administration (BBA), Business Economics
Trillium Asset Management June 2014 - Present
Caja Rural Los Andes April 2013 - July 2013
Dougherty & Company June 2007 - July 2012
Office of the Comptroller of the Currency May 2006 - May 2007
Skills
Financial Modeling, Financial Analysis, Investment Banking, Banking, Project Finance, Due Diligence, Valuation, International Business
Education
HEC School of Management / HEC Paris 2012 — 2014
Master of Business Administration (MBA), Finance, General
University of Wisconsin-Eau Claire 2004 — 2008
Bachelor of Business Administration (BBA), Business Economics
Christopher Erbin Christopher Erbin's Trillium Asset Management Experience May 2012 - August 2012
Job International Business Analyst, Supply Chain & Operations at Danaher KaVo Kerr Group
Industry Medical Devices
Experience
KaVo Kerr Group January 2015 - Present
KaVo Kerr Group July 2013 - December 2014
Target January 2013 - April 2013
Trillium Asset Management May 2012 - August 2012
Hidden Springs Ranch Swim & Tennis June 2010 - August 2012
Inditex September 2011 - December 2011
Player’s Racquet Shop June 2007 - August 2009
Skills
Leadership, Market Research, Analysis, Spanish, Marketing, Project Management, Bilingual, Customer Service, Inventory Management, PowerPoint, Oracle Applications, Value Stream Mapping, Demand Forecasting, Six Sigma, ERP, Trade Compliance, Continuous Improvement, Kaizen, Root Cause Analysis, Gap Analysis, Risk Analysis
Education
University of Redlands 2009 — 2013
Bachelor of Science (B.S.), International Business
Universidad Complutense de Madrid 2011 — 2012
International Business & Advanced Spanish Language
KaVo Kerr Group January 2015 - Present
KaVo Kerr Group July 2013 - December 2014
Target January 2013 - April 2013
Trillium Asset Management May 2012 - August 2012
Hidden Springs Ranch Swim & Tennis June 2010 - August 2012
Inditex September 2011 - December 2011
Player’s Racquet Shop June 2007 - August 2009
Skills
Leadership, Market Research, Analysis, Spanish, Marketing, Project Management, Bilingual, Customer Service, Inventory Management, PowerPoint, Oracle Applications, Value Stream Mapping, Demand Forecasting, Six Sigma, ERP, Trade Compliance, Continuous Improvement, Kaizen, Root Cause Analysis, Gap Analysis, Risk Analysis
Education
University of Redlands 2009 — 2013
Bachelor of Science (B.S.), International Business
Universidad Complutense de Madrid 2011 — 2012
International Business & Advanced Spanish Language
Blaine Townsend, CIMA, CIMC Blaine Townsend, CIMA, CIMC's Trillium Asset Management Experience September 1996 - October 2009
Job Senior Portfolio Manager, Nelson Capital Management, LLC, specializing in socially responsible (ESG) investing
Industry Financial Services
Experience
Nelson Capital Management, LLC October 2009 - Present
Wells Fargo Private Bank 2009 - Present
Trillium Asset Management September 1996 - October 2009
Skills
Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Equities, Banking, Investment Advisory, Investment Management, Investment Strategies, Investments, Socially Responsible..., Portfolio Management, Wealth Management
Education
University of California, Berkeley 1986 — 1989
Bachelor of Arts (B.A.), History
University of San Diego 1984 — 1986
Tamalpais High School, Mill Valley, CA 1980 — 1984
HS
Nelson Capital Management, LLC October 2009 - Present
Wells Fargo Private Bank 2009 - Present
Trillium Asset Management September 1996 - October 2009
Skills
Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Equities, Banking, Investment Advisory, Investment Management, Investment Strategies, Investments, Socially Responsible..., Portfolio Management, Wealth Management
Education
University of California, Berkeley 1986 — 1989
Bachelor of Arts (B.A.), History
University of San Diego 1984 — 1986
Tamalpais High School, Mill Valley, CA 1980 — 1984
HS
Conor Burke Conor Burke's Trillium Asset Management Experience June 2010 - August 2010
Job Regional Sales Manager Northeast at Drew's LLC
Industry Food & Beverages
Experience
Drew's LLC October 2011 - Present
Trillium Asset Management June 2010 - August 2010
Duffy & Sweeney Ltd. September 2009 - December 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Economics, Stata, Strategy, Sales Presentations, Marketing Strategy, Food & Beverage, Food Manufacturing, Financial Statements, Grocery Industry, Natural Foods, Private Label, Marketing, Microsoft Office, Highly personable, Sales, Social Media
Education
Brown University 2007 — 2011
Bachelor of Arts (B.A.), Economics
St. John's Prep 2003 — 2007
Danvers, MA
Drew's LLC October 2011 - Present
Trillium Asset Management June 2010 - August 2010
Duffy & Sweeney Ltd. September 2009 - December 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Economics, Stata, Strategy, Sales Presentations, Marketing Strategy, Food & Beverage, Food Manufacturing, Financial Statements, Grocery Industry, Natural Foods, Private Label, Marketing, Microsoft Office, Highly personable, Sales, Social Media
Education
Brown University 2007 — 2011
Bachelor of Arts (B.A.), Economics
St. John's Prep 2003 — 2007
Danvers, MA
Eric Becker's Trillium Asset Management Experience June 1993 - September 2009
Job Chief Investment Officer at Clean Yield Asset Management
Industry Investment Management
Experience
Clean Yield Asset Management September 2009 - Present
Sterling College, Craftsbury Common, VT October 2013 - Present
The Carrot Project November 2005 - November 2013
Trillium Asset Management June 1993 - September 2009
Skills
Socially Responsible..., Impact Investing, Alternative Energy, Sustainable Agriculture..., Slow Money, Investments, Investment Advisory, Money, Energy Efficiency, Investment Management
Education
CFA Institute 1994 — 1996
CFA
Haverford College 1987 — 1991
Bachelor of Arts
Clean Yield Asset Management September 2009 - Present
Sterling College, Craftsbury Common, VT October 2013 - Present
The Carrot Project November 2005 - November 2013
Trillium Asset Management June 1993 - September 2009
Skills
Socially Responsible..., Impact Investing, Alternative Energy, Sustainable Agriculture..., Slow Money, Investments, Investment Advisory, Money, Energy Efficiency, Investment Management
Education
CFA Institute 1994 — 1996
CFA
Haverford College 1987 — 1991
Bachelor of Arts
Steve Lippman's Trillium Asset Management Experience May 2002 - December 2007
Job Director, Corporate Citizenship at Microsoft
Industry Information Technology and Services
Experience
Microsoft September 2010 - Present
Microsoft January 2008 - September 2010
Trillium Asset Management May 2002 - December 2007
Business for Social Responsibility January 1998 - April 2002
Skills
Sustainability, Strategy, Program Management, Project Management, Business Strategy, Strategic Planning, Corporate Social..., Cross-functional Team..., Cloud Computing, Strategic Partnerships, Management Consulting, Management
Education
University of Michigan 1995 — 1997
M.S., Environmental Policy
Stanford University 1987 — 1991
Microsoft September 2010 - Present
Microsoft January 2008 - September 2010
Trillium Asset Management May 2002 - December 2007
Business for Social Responsibility January 1998 - April 2002
Skills
Sustainability, Strategy, Program Management, Project Management, Business Strategy, Strategic Planning, Corporate Social..., Cross-functional Team..., Cloud Computing, Strategic Partnerships, Management Consulting, Management
Education
University of Michigan 1995 — 1997
M.S., Environmental Policy
Stanford University 1987 — 1991
Alison Haight's Trillium Asset Management Experience February 2008 - May 2009
Job Assistant Director, Global Support Services at Harvard University
Industry Higher Education
Experience
Harvard University March 2015 - Present
Urban Edge Community Development Corporation 2010 - Present
Harvard Kennedy School of Government September 2010 - March 2015
Commonwealth of Massachusetts May 2009 - September 2010
Trillium Asset Management February 2008 - May 2009
Commonwealth of Massachusetts 2005 - May 2009
World Education 2001 - 2005
World Bank 1999 - 2001
Education
Simmons College - Simmons School of Management 2006 — 2009
MBA, corporate social responsibility, socially-responsible investment
The George Washington University 1999 — 2001
MA, International Development
Connecticut College 1994 — 1998
BA, International Relations
Harvard University March 2015 - Present
Urban Edge Community Development Corporation 2010 - Present
Harvard Kennedy School of Government September 2010 - March 2015
Commonwealth of Massachusetts May 2009 - September 2010
Trillium Asset Management February 2008 - May 2009
Commonwealth of Massachusetts 2005 - May 2009
World Education 2001 - 2005
World Bank 1999 - 2001
Education
Simmons College - Simmons School of Management 2006 — 2009
MBA, corporate social responsibility, socially-responsible investment
The George Washington University 1999 — 2001
MA, International Development
Connecticut College 1994 — 1998
BA, International Relations
Angela Madsen's Trillium Asset Management Experience January 2003 - May 2006
Job Marketing Content Manager, Team Lead at Manulife Asset Management
Industry Graphic Design
Experience
Manulife Asset Management July 2013 - Present
Self-employed July 2012 - July 2013
State Street Global Advisors May 2011 - July 2012
State Street Global Advisors January 2011 - May 2011
Robeco Investment Management December 2008 - January 2011
Deutsche Bank, IT Mergers and Acquisitions Group via Williams Lea and Aquent May 2006 - September 2008
Trillium Asset Management January 2003 - May 2006
Croes-Oliva Group January 2002 - January 2003
Dewey Square Investors 1998 - 2001
Carlyle Capital Markets, Inc. 1998 - 1999
Skills
Graphic Design, Presentation Design, Presentation Development, Illustration, Information Graphics, Proposal Writing, Data Management, Data Manipulation, Project Management, Content Management, Asset Managment, Adobe Creative Suite, Advertising, InDesign, Adobe Illustrator, Adobe Acrobat, Adobe Photoshop, Layout, Typography, Illustrator, SharePoint, Photoshop, Editing, Asset Management, QuarkXPress, Marketing Communications, Microsoft Office, WordPress, Logo Design, Graphics, Dreamweaver, Creative Writing, Mac, Web Design, Collateral, PowerPoint, Newsletters
Education
Grinnell College 1990 — 1994
BA, Art, concentrating in 3-d studio
Manulife Asset Management July 2013 - Present
Self-employed July 2012 - July 2013
State Street Global Advisors May 2011 - July 2012
State Street Global Advisors January 2011 - May 2011
Robeco Investment Management December 2008 - January 2011
Deutsche Bank, IT Mergers and Acquisitions Group via Williams Lea and Aquent May 2006 - September 2008
Trillium Asset Management January 2003 - May 2006
Croes-Oliva Group January 2002 - January 2003
Dewey Square Investors 1998 - 2001
Carlyle Capital Markets, Inc. 1998 - 1999
Skills
Graphic Design, Presentation Design, Presentation Development, Illustration, Information Graphics, Proposal Writing, Data Management, Data Manipulation, Project Management, Content Management, Asset Managment, Adobe Creative Suite, Advertising, InDesign, Adobe Illustrator, Adobe Acrobat, Adobe Photoshop, Layout, Typography, Illustrator, SharePoint, Photoshop, Editing, Asset Management, QuarkXPress, Marketing Communications, Microsoft Office, WordPress, Logo Design, Graphics, Dreamweaver, Creative Writing, Mac, Web Design, Collateral, PowerPoint, Newsletters
Education
Grinnell College 1990 — 1994
BA, Art, concentrating in 3-d studio
Joseph Loux's Trillium Asset Management Experience August 2013 - Present
Job Portfolio Associate/Trading at Trillium Asset Management
Industry Financial Services
Experience
Trillium Asset Management August 2013 - Present
Adams Harkness June 2006 - October 2012
Education
Salem State University
Trillium Asset Management August 2013 - Present
Adams Harkness June 2006 - October 2012
Education
Salem State University
Seth Cogswell's Trillium Asset Management Experience August 2005 - Present
Job Founder of Running Oak Capital
Industry Financial Services
Experience
Running Oak Capital January 2013 - Present
Trillium Asset Management August 2005 - Present
Skills
Financial Modeling, Business Strategy, Valuation, Strategy, Financial Analysis, Strategic Planning, Mergers & Acquisitions, Corporate Finance, Investments, Program Management
Education
University of North Carolina at Chapel Hill 1998 — 2002
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA)
Running Oak Capital January 2013 - Present
Trillium Asset Management August 2005 - Present
Skills
Financial Modeling, Business Strategy, Valuation, Strategy, Financial Analysis, Strategic Planning, Mergers & Acquisitions, Corporate Finance, Investments, Program Management
Education
University of North Carolina at Chapel Hill 1998 — 2002
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA)
Patrick McVeigh's Trillium Asset Management Experience November 1982 - December 2000
Job President at Reynders McVeigh Capital Management
Industry Financial Services
Experience
Reynders McVeigh Capital Management November 2005 - Present
Lowell, Blake & Associates December 2000 - September 2005
Trillium Asset Management November 1982 - December 2000
Skills
Leadership, Asset Allocation, Emerging Markets, Equity Research, Bloomberg, Investment Management, Investment Advisory, New Business Development, Data Analysis, Economics, Customer Service, Business Strategy
Education
Boston College 1982 — 1983
Social Economics
Santa Clara University 1974 — 1978
B.S., Economics
Reynders McVeigh Capital Management November 2005 - Present
Lowell, Blake & Associates December 2000 - September 2005
Trillium Asset Management November 1982 - December 2000
Skills
Leadership, Asset Allocation, Emerging Markets, Equity Research, Bloomberg, Investment Management, Investment Advisory, New Business Development, Data Analysis, Economics, Customer Service, Business Strategy
Education
Boston College 1982 — 1983
Social Economics
Santa Clara University 1974 — 1978
B.S., Economics
Emily Lethenstrom's Trillium Asset Management Experience January 2015 - Present
Job Reserach Analyst at Trillium Asset Management
Industry Financial Services
Experience
Trillium Asset Management January 2015 - Present
Portfolio 21 January 2012 - January 2015
Portfolio 21 May 2007 - December 2011
Oregon Wild May 2004 - May 2007
Education
Northern Arizona University 2001 — 2003
MA, Political Science - Environmental Policy
Whitman College 1994 — 1998
BA, Environmental Studies & Politics
Trillium Asset Management January 2015 - Present
Portfolio 21 January 2012 - January 2015
Portfolio 21 May 2007 - December 2011
Oregon Wild May 2004 - May 2007
Education
Northern Arizona University 2001 — 2003
MA, Political Science - Environmental Policy
Whitman College 1994 — 1998
BA, Environmental Studies & Politics
Catherine Pargeter's Trillium Asset Management Experience January 2010 - October 2014
Job Analytics Manager at Orchard Platform
Industry Research
Experience
Orchard Platform October 2014 - Present
Trillium Asset Management January 2010 - October 2014
Peace Corps May 2008 - June 2009
Peace Corps March 2006 - May 2008
Winslow Management Company June 2004 - August 2004
NASA 2001 - 2001
Skills
Socially Responsible..., Statistical Data..., Quantitative Analytics, Data Analysis, Research, Statistics, Financial Analysis, Linear Regression, Logistic Regression, Statistical Modeling, Monte Carlo Simulation, Data Mining, Classification, Machine Learning, Microsoft Office, R, Microsoft Excel, HTML, PHP, CSS, SQL, Python, Visual Basic, JavaScript, Corporate Social..., Sustainable Business
Education
University of California, Santa Barbara 2003 — 2005
MESM, Environmental Science and Management
University of Michigan 1999 — 2003
BSE, Industrial and Operations Engineering
Orchard Platform October 2014 - Present
Trillium Asset Management January 2010 - October 2014
Peace Corps May 2008 - June 2009
Peace Corps March 2006 - May 2008
Winslow Management Company June 2004 - August 2004
NASA 2001 - 2001
Skills
Socially Responsible..., Statistical Data..., Quantitative Analytics, Data Analysis, Research, Statistics, Financial Analysis, Linear Regression, Logistic Regression, Statistical Modeling, Monte Carlo Simulation, Data Mining, Classification, Machine Learning, Microsoft Office, R, Microsoft Excel, HTML, PHP, CSS, SQL, Python, Visual Basic, JavaScript, Corporate Social..., Sustainable Business
Education
University of California, Santa Barbara 2003 — 2005
MESM, Environmental Science and Management
University of Michigan 1999 — 2003
BSE, Industrial and Operations Engineering
Julie Mackin's Trillium Asset Management Experience August 2006 - June 2010
Job Trust Assistant at Loring, Wolcott & Coolidge
Industry Investment Management
Experience
Loring, Wolcott & Coolidge November 2014 - Present
Harvard Business School, Baker Library March 2013 - November 2014
Boston Private Bank September 2011 - March 2013
Boston Private Bank & Trust June 2010 - November 2011
Trillium Asset Management August 2006 - June 2010
Wellington Management August 2000 - January 2006
Skills
Analysis, Financial Analysis, Fixed Income, Management, Investments, Research, Business Development, Equities, Wealth Management, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, APX, Onboarding, RFP, Processing, Client Services
Education
Simmons College 2001 — 2003
MLS, Library Science
Utah State University 1998 — 2000
MA, History - Early Modern British
Virginia Polytechnic Institute and State University 1995 — 1998
BA, History
Loring, Wolcott & Coolidge November 2014 - Present
Harvard Business School, Baker Library March 2013 - November 2014
Boston Private Bank September 2011 - March 2013
Boston Private Bank & Trust June 2010 - November 2011
Trillium Asset Management August 2006 - June 2010
Wellington Management August 2000 - January 2006
Skills
Analysis, Financial Analysis, Fixed Income, Management, Investments, Research, Business Development, Equities, Wealth Management, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, APX, Onboarding, RFP, Processing, Client Services
Education
Simmons College 2001 — 2003
MLS, Library Science
Utah State University 1998 — 2000
MA, History - Early Modern British
Virginia Polytechnic Institute and State University 1995 — 1998
BA, History
Christopher Demetropoulos's Trillium Asset Management Experience July 2013 - Present
Job Portfolio Associate
Industry Financial Services
Experience
Trillium Asset Management July 2013 - Present
Trillium Asset Management June 2003 - June 2013
Trillium Asset Management November 2000 - June 2003
Trillium Asset Management January 2000 - October 2000
AAA Merrimack Valley September 1996 - December 1999
Skills
Portfolio Management, Investments, Equities, Financial Modeling, Financial Reporting, Microsoft Excel, Trading
Education
Duke University 2013 — 2014
Executive Certificate, Certified Financial Planner
University of Massachusetts at Lowell 2013 — 2017
Bachelor's degree, Business Administration
University of Massachusetts Lowell 1993 — 1996
Accounting
Quabbin Regional 1989 — 1993
Trillium Asset Management July 2013 - Present
Trillium Asset Management June 2003 - June 2013
Trillium Asset Management November 2000 - June 2003
Trillium Asset Management January 2000 - October 2000
AAA Merrimack Valley September 1996 - December 1999
Skills
Portfolio Management, Investments, Equities, Financial Modeling, Financial Reporting, Microsoft Excel, Trading
Education
Duke University 2013 — 2014
Executive Certificate, Certified Financial Planner
University of Massachusetts at Lowell 2013 — 2017
Bachelor's degree, Business Administration
University of Massachusetts Lowell 1993 — 1996
Accounting
Quabbin Regional 1989 — 1993
Laura McGonagle, CFA's Trillium Asset Management Experience April 2001 - Present
Job SVP/Portfolio Manager at Trillium Asset Management
Industry Financial Services
Experience
Trillium Asset Management April 2001 - Present
Adams Harkness (Now Canaccord Adams) January 1998 - August 2000
Adams Harkness (Now Canaccord Adams) October 1993 - December 1997
Education
Tufts University 1988 — 1992
BA, Quantitative Economics
Trillium Asset Management April 2001 - Present
Adams Harkness (Now Canaccord Adams) January 1998 - August 2000
Adams Harkness (Now Canaccord Adams) October 1993 - December 1997
Education
Tufts University 1988 — 1992
BA, Quantitative Economics
Lee Snelgrove's Trillium Asset Management Experience 2000 - 2006
Job Controller at Cascap, Inc.
Industry Accounting
Experience
Cascap, Inc. March 2010 - Present
Union of Concerned Scientists September 2009 - March 2010
Isaacson, Miller May 2008 - March 2009
Clinton Foundation 2009 - 2009
Trillium Asset Management 2000 - 2006
Trillium Asset Management 2000 - 2006
Skills
Accounting, Financial Reporting, Designated as a..., Payroll, Corporate Tax, Variance Analysis, US GAAP, Internal Controls, Financial Accounting, GAAP, Auditing
Education
Anna Maria College 1996 — 1998
MBA, Accounting, Business, Entrepreneurship
Stonehill College 1987 — 1996
Bachelor's degree, Accounting and Finance
Cascap, Inc. March 2010 - Present
Union of Concerned Scientists September 2009 - March 2010
Isaacson, Miller May 2008 - March 2009
Clinton Foundation 2009 - 2009
Trillium Asset Management 2000 - 2006
Trillium Asset Management 2000 - 2006
Skills
Accounting, Financial Reporting, Designated as a..., Payroll, Corporate Tax, Variance Analysis, US GAAP, Internal Controls, Financial Accounting, GAAP, Auditing
Education
Anna Maria College 1996 — 1998
MBA, Accounting, Business, Entrepreneurship
Stonehill College 1987 — 1996
Bachelor's degree, Accounting and Finance
Tauby Warriner's Trillium Asset Management Experience October 2011 - Present
Job shareholder advocacy & corporate engagement associate at Trillium Asset Management
Industry Investment Management
Experience
Trillium Asset Management October 2011 - Present
Trillium Asset Management 2008 - June 2012
Swartz & Swartz 2000 - 2008
Stroock & Stroock & Lavan 1996 - 2000
Kaye Fialkow Richmond & Rothstein 1980 - 2000
Skills
Financial Analysis, Research, Data Analysis, Nonprofits, Investments, Asset Management, Budgets, Strategic Planning
Education
Cornell University
BA, English Lit, Far Eastern Studies
Harvard University Graduate School of Education
MA, Education
Trillium Asset Management October 2011 - Present
Trillium Asset Management 2008 - June 2012
Swartz & Swartz 2000 - 2008
Stroock & Stroock & Lavan 1996 - 2000
Kaye Fialkow Richmond & Rothstein 1980 - 2000
Skills
Financial Analysis, Research, Data Analysis, Nonprofits, Investments, Asset Management, Budgets, Strategic Planning
Education
Cornell University
BA, English Lit, Far Eastern Studies
Harvard University Graduate School of Education
MA, Education
Whitney Zelee's Trillium Asset Management Experience February 2015 - Present
Job Business Development Analyst for Trillium Asset Management
Industry Financial Services
Experience
Trillium Asset Management February 2015 - Present
Talbots July 2013 - February 2015
Talbots April 2012 - July 2013
Talbots June 2011 - April 2012
TJX June 2010 - December 2010
Skills
Retail, Trend Analysis, Inventory Management, Microsoft Excel, Customer Service, Microsoft Word, Data Analysis, Forecasting
Education
College of the Holy Cross 2006 — 2010
Bachelor of Science (BS), Psychology
Trillium Asset Management February 2015 - Present
Talbots July 2013 - February 2015
Talbots April 2012 - July 2013
Talbots June 2011 - April 2012
TJX June 2010 - December 2010
Skills
Retail, Trend Analysis, Inventory Management, Microsoft Excel, Customer Service, Microsoft Word, Data Analysis, Forecasting
Education
College of the Holy Cross 2006 — 2010
Bachelor of Science (BS), Psychology
Kathleen Hargrove's Trillium Asset Management Experience 1994 - 1999
Job Account Manager
Industry Design
Experience
AVID Associates Interior Design May 2014 - Present
Hemispheres Fine Furnishings August 2013 - May 2014
Scituate Orthodontics September 2007 - June 2013
Trillium Asset Management 1994 - 1999
Trillium Asset Management 1994 - 1999
Skills
Customer Service, Social Media, Leadership, Sales, Social Media Marketing, Marketing Strategy, Microsoft Office, Microsoft Excel, Management, Event Planning, Project Management, PowerPoint, Microsoft Word, Retail Design, Budgets, Visual Merchandising, Interior Design
Education
Collin County Community College 2013 — 2014
Design Certificate, Design Certificate
University of Connecticut
Fashion Retailing and Merchandising, Fashion Retailing and Merchandising
AVID Associates Interior Design May 2014 - Present
Hemispheres Fine Furnishings August 2013 - May 2014
Scituate Orthodontics September 2007 - June 2013
Trillium Asset Management 1994 - 1999
Trillium Asset Management 1994 - 1999
Skills
Customer Service, Social Media, Leadership, Sales, Social Media Marketing, Marketing Strategy, Microsoft Office, Microsoft Excel, Management, Event Planning, Project Management, PowerPoint, Microsoft Word, Retail Design, Budgets, Visual Merchandising, Interior Design
Education
Collin County Community College 2013 — 2014
Design Certificate, Design Certificate
University of Connecticut
Fashion Retailing and Merchandising, Fashion Retailing and Merchandising
Nancy Denney's Trillium Asset Management Experience October 2014 - Present
Job Chief Compliance Officer at Trillium Asset Management
Industry Financial Services
Experience
Trillium Asset Management October 2014 - Present
Trillium Asset Management January 2014 - September 2014
NSB Advisors LLC December 2010 - December 2013
Independent Consultant April 2010 - December 2013
Brown Advisory Holdings Incorporated July 2008 - April 2010
Alex. Brown Investment Management, LLC January 2004 - June 2008
Alex. Brown Investment Management January 1992 - January 2004
Alex. Brown Investment Management January 1987 - January 1992
Education
University of Delaware - Lerner College of Business and Economics 1985 — 1987
BS
Dickinson College 1982 — 1983
na
Dover High School 1979 — 1982
Trillium Asset Management October 2014 - Present
Trillium Asset Management January 2014 - September 2014
NSB Advisors LLC December 2010 - December 2013
Independent Consultant April 2010 - December 2013
Brown Advisory Holdings Incorporated July 2008 - April 2010
Alex. Brown Investment Management, LLC January 2004 - June 2008
Alex. Brown Investment Management January 1992 - January 2004
Alex. Brown Investment Management January 1987 - January 1992
Education
University of Delaware - Lerner College of Business and Economics 1985 — 1987
BS
Dickinson College 1982 — 1983
na
Dover High School 1979 — 1982
Jackson Robinson's Trillium Asset Management Experience July 2015 - Present
Job Vice Chair and Portfolio Manager at Trillium Asset Management
Industry Investment Management
Experience
Trillium Asset Management July 2015 - Present
Brown Advisory 2009 - 2015
Winslow Management Company 1983 - 2011
Skills
Investments, Sustainability Investing, Equities, Alternative Investments, Trading, Due Diligence, Bloomberg, Wealth Management, Venture Capital, Portfolio Management, Fixed Income, Mergers & Acquisitions, Private Equity, Asset Management, Business Strategy, Financial Modeling, Equity Research, Hedge Funds, Start-ups, Entrepreneurship, Mutual Funds, Investment Strategies, Investment Management, Securities, Asset Allocation, Valuation, Capital Markets, Strategic Partnerships, Investment Banking, Strategy, Financial Analysis
Education
Brown University
BA, Political Science & Economics
Trillium Asset Management July 2015 - Present
Brown Advisory 2009 - 2015
Winslow Management Company 1983 - 2011
Skills
Investments, Sustainability Investing, Equities, Alternative Investments, Trading, Due Diligence, Bloomberg, Wealth Management, Venture Capital, Portfolio Management, Fixed Income, Mergers & Acquisitions, Private Equity, Asset Management, Business Strategy, Financial Modeling, Equity Research, Hedge Funds, Start-ups, Entrepreneurship, Mutual Funds, Investment Strategies, Investment Management, Securities, Asset Allocation, Valuation, Capital Markets, Strategic Partnerships, Investment Banking, Strategy, Financial Analysis
Education
Brown University
BA, Political Science & Economics
Cindy Mulica's Trillium Asset Management Experience August 2013 - Present
Job Portfolio Assistant & Community Investments at Trillium Asset Management
Industry Investment Banking
Experience
Trillium Asset Management August 2013 - Present
Canaccord Genuity Inc. (formerly Canaccord Adams and Adams Harkness) June 2000 - Present
Adviser Investments September 1999 - March 2000
Adams Harkness February 1983 - September 1999
Skills
Capital Markets, Portfolio Management, Equity Trading, Asset Managment, GIrls High School and..., Securities, Management, Asset Management, Investment Banking, Settlement, Back Office, Middle Office, Trading Systems, Series 7, Hedge Funds, Finance, Trading, Leadership, Series 63, Derivatives, Process Improvement
Education
Cambridge College, Cambridge, MA 1994 — 1995
Master's degree, Business Administration and Management, General
University of New Hampshire - Whittemore School of Business and Economics 1979 — 1981
Bachelor of Science (BS), Business Administration and Management, General
Trillium Asset Management August 2013 - Present
Canaccord Genuity Inc. (formerly Canaccord Adams and Adams Harkness) June 2000 - Present
Adviser Investments September 1999 - March 2000
Adams Harkness February 1983 - September 1999
Skills
Capital Markets, Portfolio Management, Equity Trading, Asset Managment, GIrls High School and..., Securities, Management, Asset Management, Investment Banking, Settlement, Back Office, Middle Office, Trading Systems, Series 7, Hedge Funds, Finance, Trading, Leadership, Series 63, Derivatives, Process Improvement
Education
Cambridge College, Cambridge, MA 1994 — 1995
Master's degree, Business Administration and Management, General
University of New Hampshire - Whittemore School of Business and Economics 1979 — 1981
Bachelor of Science (BS), Business Administration and Management, General
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY