Will Lana
Portfolio Manager-Equities presso Trillium Asset Management LLC
Profilo
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
Posizioni attive di Will Lana
Società | Posizione | Inizio |
---|---|---|
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 |
Precedenti posizioni note di Will Lana
Società | Posizione | Fine |
---|---|---|
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 |
Formazione di Will Lana
University of Washington | Masters Business Admin |
University of California, Los Angeles | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 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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