John Salvatore Quealy
Chief Investment Officer presso Trillium Asset Management LLC
Profilo
Mr. John S.
Quealy, CPA, is a Chief Investment Officer & Portfolio Manager at Trillium Asset Management LLC.
He oversees the management of all investment strategies and portfolio construction at Trillium.
He joined the firm in 2018 and has extensive experience in sustainability-related capital markets, companies, and technologies.
Prior to joining Trillium, he spent 17 years with Canaccord Genuity in Equity Research, where he was a Managing Director, specializing in the Sustainability and Industrial Technology sectors.
He joined the firm as an Associate in 2000, helping to launch this franchise in the United States.
Over his career, he helped lead Canaccord’s efforts across this emerging area, having previously served as Sector Head overseeing Sustainability Equity Research in North America and the UK.
He has covered a broad array of companies in the Energy Technology, Water, Recycling, Agriculture, and Electrical Equipment sectors.
Prior to Canaccord, he worked for Deloitte & Touche, where he was a Manager in the Audit and Assurance practice, serving a wide range of domestic and international, public, and private companies.
He has served on the boards of Rosie’s Place (founded in 1974 as the first dedicated Women’s Shelter in the U.S.) and the Environmental League of Massachusetts.
He received a B.S.
degree in Accounting and Philosophy cum laude from Boston College and is a licensed Certified Public Accountant in Massachusetts.
Posizioni attive di John Salvatore Quealy
Società | Posizione | Inizio |
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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. | Chief Investment Officer | 01/01/2018 |
Precedenti posizioni note di John Salvatore Quealy
Società | Posizione | Fine |
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Canaccord Genuity, Inc.
Canaccord Genuity, Inc. Investment Banks/BrokersFinance Founded in 2006, Canaccord Genuity, Inc. is a registered broker/dealer headquartered in New York City. The firm is the U.S. arm of Toronto-based Canaccord Genuity Corp., the global capital markets division of Canaccord Financial, Inc. (CF: TSX / CF: AIM). Canaccord Genuity's research focuses on the following sectors of the global economy: metals/mining, energy, agriculture, technology, telecommunications, financials, consumer products, real estate, transportation, infrastructure, sustainability, life sciences, support services and investment trusts. Canaccord Genuity, Inc. is a member of FINRA/SIPC. | Analyst-Equity | 01/03/2018 |
Deloitte & Touche LLP
Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Comptroller/Controller/Auditor | 31/12/1999 |
Formazione di John Salvatore Quealy
Boston College | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 3 |
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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 |
Deloitte & Touche LLP
Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Commercial Services |
Canaccord Genuity, Inc.
Canaccord Genuity, Inc. Investment Banks/BrokersFinance Founded in 2006, Canaccord Genuity, Inc. is a registered broker/dealer headquartered in New York City. The firm is the U.S. arm of Toronto-based Canaccord Genuity Corp., the global capital markets division of Canaccord Financial, Inc. (CF: TSX / CF: AIM). Canaccord Genuity's research focuses on the following sectors of the global economy: metals/mining, energy, agriculture, technology, telecommunications, financials, consumer products, real estate, transportation, infrastructure, sustainability, life sciences, support services and investment trusts. Canaccord Genuity, Inc. is a member of FINRA/SIPC. | Finance |
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