Will Lana

Portfolio Manager-Equities at Trillium Asset Management LLC

Finance

Consumer Services

Active connections

Name	Gender	Age	Linked companies	Collaboration
Cheryl Irene Smith	M	-	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.	27 years
Liz Levy	F	-	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.	12 years
Lisa Hayles	F	-	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.	4 years
Matt Patsky	M	-	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.	15 years
Paul Aaron Hilton	M	-	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.	13 years
Laura Leigh McGonagle	F	-	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.	23 years
Mitali S. Prasad	F	-	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.	8 years
John Salvatore Quealy	M	-	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.	6 years
Patrick P. Wollenberg	M	-	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.	6 years
Jodi Lynn Neuman	F	-	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.	10 years
Frank Litvak	M	-	University of California, Los Angeles	24 years
Ian Wolf	M	-	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.	15 years
Cy McMillan	M	-	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.	-
Sarah Halton	F	64	University of Washington University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA.	17 years
Sada Geuss	F	-	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.	9 years
Christian Wood	M	-	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.	-
Gregory Lynn	M	59	University of California, Los Angeles	24 years
C. Kumar N. Patel	M	85	University of California, Los Angeles	24 years
Benjamin Ware Starnes	M	-	University of Washington University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA.	17 years
Nakia A. Maddox-Eubanks	F	-	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.	2 years
Andy Ko	M	-	University of Washington University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA.	16 years
Daniel T. Chiu	M	52	University of Washington University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA.	18 years
Emily Lethenstrom	F	-	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.	-
Chandrashekhar J. Joshi	M	-	University of California, Los Angeles	26 years
Alex Jovanovic	M	-	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.	11 years
Jeremy A. Cote	M	-	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.	10 years
Keith Andrew Mills	M	-	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.	15 years
Desney Tan	M	48	University of Washington University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA.	17 years

Connections Chart

Multi-company connection

Former connections

Name	Gender	Age	Linked companies	Collaboration
Adam David Seitchik	M	-	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.	5 years
Joan L. Bavaria	F	-	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.	26 years
Eric Michael Becker	M	-	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.	16 years
Samuel B. Jones	M	-	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.	17 years
Farnum Brown	M	-	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.	18 years
Bill Noland	M	-	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.	-
Lauren McLean	F	-	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.	3 years
Lisa Cooper	F	-	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.	10 years
Justin M. Sobaje	M	-	University of California, Los Angeles	9 years
Stuart Young	M	-	University of Washington University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA.	6 years
Riccardo Boscolo	M	-	University of California, Los Angeles	5 years
Seth Magaziner	M	-	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.	3 years
Lan T. Tran	F	48	University of California, Los Angeles	6 years
Brianna Murphy	F	-	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.	-
Gene Chen	M	-	University of Washington University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA.	5 years
Edward Fan	M	-	University of California, Los Angeles	5 years
Jesse Draper	F	-	University of California, Los Angeles	4 years
Yu Hin Wang	M	38	University of California, Los Angeles	8 years
Thomas M Betts	M	-	University of Washington University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA.	5 years
Joshua A. Dean	M	-	University of California, Los Angeles	7 years
Brian Lowery	M	-	University of California, Los Angeles	5 years
Scott A. Henry	M	-	University of California, Los Angeles	2 years
Michael M. Kagawa	M	-	University of California, Los Angeles	18 years
Stephanie Royce Leighton	F	-	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.	29 years
Tony Tursich	M	-	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.	-
Ann D. Cummings	F	-	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.	2 years
Mary Karol Cline	M	-	University of California, Los Angeles	3 years
Anil Shankar	M	-	University of California, Los Angeles	4 years
Brent D. Loder	M	-	University of California, Los Angeles	4 years
Rudy S. Hobson	M	-	University of California, Los Angeles	2 years
Meghan Hillary Pinchuk	F	40	University of California, Los Angeles	4 years
Kyle Andringa	M	-	University of Washington University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA.	1 years
Nadia Boro	F	-	University of California, Los Angeles	4 years
Brian T. Brugman	M	-	University of California, Los Angeles	5 years
José de la Torre	M	80	University of California, Los Angeles	16 years
Karen Malmuth Kaufmann	M	-	University of California, Los Angeles	3 years
Kai Chen	M	-	University of California, Los Angeles	2 years
Bhanu Partap Singh	M	-	University of California, Los Angeles	4 years
Hannah L. Kim	F	-	University of California, Los Angeles	4 years
Jeffrey Kunio Takimoto	M	-	University of California, Los Angeles	4 years
Ealing Jahn	M	-	University of California, Los Angeles	4 years
Shierley Widjaja	F	-	University of California, Los Angeles	4 years
Shawn C. Boyd	M	-	University of California, Los Angeles	2 years
Marcela Meirelles	M	-	University of California, Los Angeles	5 years
Theodore Mitchell	M	68	University of California, Los Angeles	6 years
Caswell Caroline	F	-	University of California, Los Angeles	4 years
Jesslyne Widjaja	F	39	University of California, Los Angeles	4 years
Everett Kirk Jackson	M	64	University of California, Los Angeles	2 years
Amir Chaudhri	M	-	University of California, Los Angeles	4 years
Michael Isaac Marzouk	M	-	University of California, Los Angeles	2 years
Jed W. Lassere	M	-	University of California, Los Angeles	4 years
Zhiru Zhang	M	-	University of California, Los Angeles	5 years
David M. Hutchins	M	-	University of California, Los Angeles	4 years
Lauren L. Wheeler	F	-	University of California, Los Angeles	4 years
Paul B. Thomas	M	-	University of California, Los Angeles	5 years
Ameetha Palanki	M	-	University of California, Los Angeles	4 years
Omar Hamoui	M	-	University of California, Los Angeles	4 years
Nima Khajehnouri	M	-	University of California, Los Angeles	1 years
Eric Liu	M	-	University of California, Los Angeles	4 years
Marshall H. Nu	M	-	University of California, Los Angeles	5 years
Tal Sansani	M	-	University of California, Los Angeles	4 years
Yun Gang Lu	M	60	University of California, Los Angeles	3 years
Michael A. Hedge	M	-	University of California, Los Angeles	3 years
Daniel Ezer	M	44	University of California, Los Angeles	2 years
Anthony J. Ippolito	M	-	University of California, Los Angeles	4 years
Robert P. Bennett	M	-	University of California, Los Angeles	2 years
Derek Idemoto	M	-	University of California, Los Angeles	2 years
Jason Medbury	M	-	University of California, Los Angeles	4 years
Michael Brown	M	-	University of California, Los Angeles	4 years
Erik Paul Gulsrud	M	-	University of California, Los Angeles	4 years
Sam W. Peng	M	-	University of California, Los Angeles	4 years
Chun Sheng Zhou	M	58	University of California, Los Angeles	4 years

Statistics

Country	Connections	% of total
United States	100	100.00%

Age of Connections

Active

Past

Male

Female

Members of the board

Executives

Origin of connections