Will Lana
Gestionnaire de Portefeuille-Actions chez Trillium Asset Management LLC
Profil
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
Postes actifs de Will Lana
| Sociétés | Poste | Début |
|---|---|---|
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. | Gestionnaire de Portefeuille-Actions | 01/01/2008 |
Anciens postes connus de Will Lana
| Sociétés | Poste | Fin |
|---|---|---|
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 |
Formation de Will Lana
| University of Washington | Masters Business Admin |
| University of California, Los Angeles | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
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 |