Trillium Global Sustainable Opportunities Fund

Kathleen oversees all Equity and ESG Research Analysts and Investment Operations and Risk Management. She is the Lead Portfolio Manager on the Sustainable Opportunities strategies and a Portfolio Manager for the ESG Large Cap Core strategy. Kathleen is also a member of the Leadership Committee. Kathleen joined Trillium in 2024. Previously, she was on the Investor Relations team at Moderna, focused on ESG prior to joining Trillium. The majority of her career was spent in Asset Management as the Director of ESG, Director of Equity Research, Portfolio manager, and analyst roles at firms including Fidelity, Loomis Sayles, Wellington, and State Street Research & Management.

Kathleen is a CFA® Charterholder. She earned a B.A. in Psychology from Dartmouth College and an MBA in Finance from Columbia University. She is an active member of CFA Society® Boston. She was awarded the Sustainable Investing Certificate, and FSA Credential Level I.

Laura is the lead Portfolio Manager on the ESG Small/Mid Cap Core strategy and a Portfolio Manager for the ESG Global Equity and Sustainable Opportunities strategies. Laura has been with Trillium for close to 25 years, joining in 2001. During her time here she has had various responsibilities including Portfolio Management roles on multiple equity strategies and was an equity research analyst of the Consumer (Staples and Discretionary) and Industrial Sectors. Prior to joining Trillium, she worked at Adams, Harkness & Hill serving as a research associate for its ""Healthy Living"" consumer franchise and, prior to that role, as a SMID generalist in its money management division. Her career started in 1993.

Laura is a CFA® Charterholder. She earned a B.A. in Quantitative Economics from Tufts University. She is an active member of CFA Society® Boston.

Jeremy is a Portfolio Manager on Trillium’s ESG Global Equity, ESG Growth & Income and Sustainable Opportunities strategies. He is also an Equity Research Analyst covering the Information Technology and Communications Services sectors. Jeremy joined Trillium in 2014. Previously, he served as a Senior Investment Analyst at FM Global, where he covered the Consumer Discretionary, Internet and Media sectors. Before joining FM Global, he was Assistant Vice President, Research Analyst on the US Strategic Investment Team at Baring Asset Management, where he analyzed equity securities for both domestic and global sector portfolios. Prior to this role, he worked in investment operations at Pell Rudman Trust Company and State Street Corporation.

Jeremy is a CFA® Charterholder. He earned a B.S. in Applied Economics from Plymouth State University and both his MBA and MSF from Boston College. He is an active member of CFA Society® Boston. 

He is a past member of the UN Principles for Responsible Investment (PRI) Listed Equity Steering Committee, the PRI Listed Equity Integration Subcommittee, and the Steering Committee for the BizNGO Chemical Footprint Project. Jeremy has participated in several Sustainability Accounting Standards Board (SASB) Industry Working Groups.

Scott is a Portfolio Manager on the ESG Core Equity Strategy. Scott served for 16 years as a Global Industry Analyst and Portfolio Manager at Wellington Management, covering the financial sector and managing the financial sector sleeve for portfolios across geographies and capitalization segments. He worked in Boston and London while investing in companies across the globe. Scott also co-founded Novata, a public benefit corporation focused on enabling sustainability adoption in the Private Markets.

Scott is a CFA® Charterholder. He earned his B.A. in English from Dartmouth College. He is an active member of the CFA Society® Boston.