# TRILLIUM ASSET MANAGEMENT, LLC

TRILLIUM ASSET MANAGEMENT, LLC of BOSTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 110901
- Type: SEC-registered investment adviser
- SEC file number: 801-17958
- Location: ONE CONGRESS STREET, SUITE 3101, BOSTON, MA, 02114
- Phone: 617-423-6655
- Latest filing: 2026-07-24
- Regulatory AUM: $4.3B
- Discretionary AUM: $4.3B
- Clients: 53
- Accounts: 2,043

## Business model

- Compensation: % of AUM, Fixed
- Clients served: High net worth, Pooled vehicles, Charities, Corporations, Investment cos

## Officers, owners & control persons (54)

_Showing 25 of 54 people._

| Name | Role | Location |
| --- | --- | --- |
| Allan Jay Lo Proto | DIRECTOR | BOSTON, MA |
| Christopher Mark Golden | CHIEF COMPLIANCE OFFICER | — |
| Matthew William Patsky | CEO; DIRECTOR | — |
| Cheryl Irene Smith | DIRECTOR | — |
| Alan Jay Lo Proto | DIRECTOR | — |
| Alexander Jovanovic | CEO; HEAD OF PRIVATE CLIENT; MANAGING DIRECTOR - PRIVATE CLIENT | — |
| Whitney Alexis Zelee | CHIEF OPERATING OFFICER; CHIEF OPERATIONS OFFICER | — |
| Yana Karalnik | CHIEF COMPLIANCE OFFICER | Boston, MA |
| Whitney Zelee | CHIEF ADMINISTRATIVE OFFICER; CHIEF OPERATING OFFICER | — |
| Nancy Inter Denney | CHIEF COMPLIANCE OFFICER | — |
| PLUKAS JOHN MICHAEL | DIRECTOR | — |
| ROOKS GEORGE | DIRECTOR | — |
| GLASSMAN ROBERT ALAN | DIRECTOR | — |
| DENNEY NANCY INTER | CHIEF COMPLIANCE OFFICER | — |
| LEIGHTON STEPHANIE ROYCE | CHIEF INVESTMENT OFFICER; PORTFOLIO MANAGER; SENIOR VICE PRESIDENT, PORTFOLIO MANAGER (+1 more) | — |
| GLADWIN THOMAS NEIL | DIRECTOR | — |
| GREENBERG SALLY JOAN | DIRECTOR | — |
| GRIGSBY CHARLES TOWLER | CHAIRMAN OF THE BOARD; CHAIRMAN OF THE BOARD, ACTING CEO; CHAIRMAN OF THE BOARD, MANAGING DIRECTOR OF THE CORPORATION (+1 more) | — |
| O'CLEIREACAIN CAROL | DIRECTOR | — |
| SCLAR ELLIOTT DAVID | CHAIRMAN OF THE BOARD; DIRECTOR | — |
| TORBERT WILLIAM ROCKWELL | DIRECTOR | — |
| JONES SAMUEL BLACKWELL | SENIOR VP, CHIEF INV. OFFICER, CHIEF COMPLIANCE OFFICER; VICE PRESIDENT, CHIEF COMPLIANCE OFFICER; VICE PRESIDENT, CHIEF INV. OFFICER, CHIEF COMPLIANCE OFFICER | — |
| DAVIDSON PATRICIA LOUISE | VICE PRESIDENT | — |
| DEBONO DIANE MARIE | CHIEF COMPLIANCE OFFICER/DIRECTOR; SENIOR VICE PRESIDENT; VICE PRESIDENT OPERATIONS (+1 more) | — |
| BAVARIA JOAN LESLIE | PRESIDENT, DIRECTOR, TREASURER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/110901/brochure
- Similar advisers: https://search.stillhousedata.com/firm/110901/similar
- Related entities: https://search.stillhousedata.com/firm/110901/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/110901

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.