Will Lana
Portfolio Manager-Equities at Trillium Asset Management LLC
Profile
Mr. William J.
Lana, CFA MBA, is an Investment Manager at Trillium Asset Management LLC.
Prior to joining Trillium in 2008, Mr. Lana worked at the boutique socially responsible investment firm Journey Tree Financial.
Mr. Lana holds an M.B.A.
from the University of Washington’s Foster School of Business and a B.A.
with honors from the University of California, Los Angeles.
He is a Chartered Financial Analyst charterholder, a climate investment & divestment fellow at 350.org and he serves on the Net Impact Advisory Board at Foster School of Business
Will Lana active positions
Companies | Position | Start |
---|---|---|
Trillium Asset Management LLC
Trillium Asset Management LLC Investment ManagersFinance Trillium Asset Management LLC is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Joan Bavaria in 1982 as Franklin Research & Development Co. Trillium Asset Management manages equity, fixed income, and balanced separate accounts for individuals, foundations, endowments, religious institutions and other non-profit and for-profit institutional clients. | Portfolio Manager-Equities | 01/01/2008 |
Former positions of Will Lana
Companies | Position | End |
---|---|---|
Journey Tree, Inc.
Journey Tree, Inc. Investment ManagersFinance Journey Tree, Inc. provides investment advice. The private company is based in Eugene, OR. | Corporate Officer/Principal | 31/12/2007 |
Training of Will Lana
University of Washington | Masters Business Admin |
University of California, Los Angeles | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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Trillium Asset Management LLC
Trillium Asset Management LLC Investment ManagersFinance Trillium Asset Management LLC is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Joan Bavaria in 1982 as Franklin Research & Development Co. Trillium Asset Management manages equity, fixed income, and balanced separate accounts for individuals, foundations, endowments, religious institutions and other non-profit and for-profit institutional clients. | Finance |
Journey Tree, Inc.
Journey Tree, Inc. Investment ManagersFinance Journey Tree, Inc. provides investment advice. The private company is based in Eugene, OR. | Finance |
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