Trillium Asset Management

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Trillium Asset Management is an investment management firm. Trillium integrates Environmental, Social, and Governance (ESG) factors into the investment process as a way to identify the companies best positioned to deliver strong long‐term performance.

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CEO

Matt Patsky

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Alex Jovanovic, CFP®

Head of Private Client

Emily Lethenstrom

Director, ESG Research

Chief Advocacy Officer

Laura McGonagle, CFA

SVP/ Portfolio Manager

Chief Compliance Officer

Deputy Chief Operating Officer

Chief Administrative Officer

Jodi Neuman, CFA

Investment Manager

Investment Manager

Mitali Prasad, CFA

Portfolio Manager/investment Management Committee

Nakia Maddox-Eubanks

Investment Manager

Tobi A. Mason, CFA

Investment Manager

Investment Associate

Investment Associate

Executive Administration

Raymond Wiley, CMA

Controller

Teams

Investment Management

10 members

Operations and Administration

7 members

Research Team

7 members

Leadership Team

6 members

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