Date | Description |
2025-01-20 |
delete chairman Graham Kitchen |
2025-01-20 |
delete chiefinvestmentofficer John Quealy |
2025-01-20 |
delete coo Michelle McDonough |
2025-01-20 |
delete otherexecutives Rob Barry |
2025-01-20 |
delete otherexecutives Whitney Zelee |
2025-01-20 |
delete personal_emails mi..@perpetual.com |
2025-01-20 |
delete personal_emails ri..@perpetual.com |
2025-01-20 |
delete personal_emails ri..@perpetual.com.au |
2025-01-20 |
insert coo Whitney Zelee |
2025-01-20 |
insert managingdirector Damon Gough |
2025-01-20 |
delete about_pages_linkeddomain financialtrans.com |
2025-01-20 |
delete address 15 Queen Street
Edinburgh
EH2 1JE |
2025-01-20 |
delete address 20 North Audley Street
London
W1K 6LX |
2025-01-20 |
delete address 60 South Street, Suite 1100
Boston, MA 02111 |
2025-01-20 |
delete address Two Financial Center
60 South Street
Suite 1100
Boston, MA 02111 |
2025-01-20 |
delete career_pages_linkeddomain financialtrans.com |
2025-01-20 |
delete contact_pages_linkeddomain financialtrans.com |
2025-01-20 |
delete contact_pages_linkeddomain google.com |
2025-01-20 |
delete email le..@perpetual.com |
2025-01-20 |
delete email mi..@perpetual.com |
2025-01-20 |
delete email ri..@perpetual.com |
2025-01-20 |
delete email ri..@perpetual.com.au |
2025-01-20 |
delete email wl..@trilliuminvest.com |
2025-01-20 |
delete index_pages_linkeddomain bloombergtax.com |
2025-01-20 |
delete index_pages_linkeddomain cnn.com |
2025-01-20 |
delete index_pages_linkeddomain financialtrans.com |
2025-01-20 |
delete index_pages_linkeddomain reuters.com |
2025-01-20 |
delete index_pages_linkeddomain trilliumassetmanagement.co.uk |
2025-01-20 |
delete investor_pages_linkeddomain financialtrans.com |
2025-01-20 |
delete management_pages_linkeddomain financialtrans.com |
2025-01-20 |
delete person Amanda Gillespie |
2025-01-20 |
delete person Andrea Zdanaviciute |
2025-01-20 |
delete person Brendan Horan |
2025-01-20 |
delete person Carrie Cabezas |
2025-01-20 |
delete person Christian Wood |
2025-01-20 |
delete person Chuck Thompson |
2025-01-20 |
delete person Colgan Powell |
2025-01-20 |
delete person Colin Mew |
2025-01-20 |
delete person David Lane |
2025-01-20 |
delete person Elizabeth R. Levy |
2025-01-20 |
delete person Gerardo Lopez |
2025-01-20 |
delete person Graham Kitchen |
2025-01-20 |
delete person Ian Warmerdam |
2025-01-20 |
delete person Jamie Mariani |
2025-01-20 |
delete person John McInerney |
2025-01-20 |
delete person John Quealy |
2025-01-20 |
delete person Kate Licina |
2025-01-20 |
delete person Leslie Kravetsky |
2025-01-20 |
delete person Melanie Miao |
2025-01-20 |
delete person Michael Stabile |
2025-01-20 |
delete person Michelle McDonough |
2025-01-20 |
delete person Paul A. Hilton |
2025-01-20 |
delete person Ray Wiley |
2025-01-20 |
delete person Richard Souri |
2025-01-20 |
delete person Robert Kenyon |
2025-01-20 |
delete person Shaylah Kelly |
2025-01-20 |
delete person Susan Baker |
2025-01-20 |
delete person Tauby Warriner |
2025-01-20 |
delete person Vicki Little |
2025-01-20 |
delete person Will J. Lana |
2025-01-20 |
delete phone (866) 209-1962 |
2025-01-20 |
delete phone (917) 862-3328 |
2025-01-20 |
delete phone +44 131 376 7426 |
2025-01-20 |
delete phone +44 7584 286 081 |
2025-01-20 |
delete phone +44 7717 113 439 |
2025-01-20 |
insert about_pages_linkeddomain olaccess2.com |
2025-01-20 |
insert address 1 Congress Street
Suite 3101
Boston, MA 02114 |
2025-01-20 |
insert address 24 Fitzwilliam Place, Dublin 2, Ireland |
2025-01-20 |
insert address Level 3, 1 St James's Market, London SW1Y 4AH |
2025-01-20 |
insert address Suite 3101
Boston, MA 02114 |
2025-01-20 |
insert career_pages_linkeddomain olaccess2.com |
2025-01-20 |
insert contact_pages_linkeddomain olaccess2.com |
2025-01-20 |
insert email dg..@johcm.com |
2025-01-20 |
insert email eu..@perpetual.com |
2025-01-20 |
insert email ir..@johcm.com |
2025-01-20 |
insert index_pages_linkeddomain bloomberg.com |
2025-01-20 |
insert index_pages_linkeddomain olaccess2.com |
2025-01-20 |
insert index_pages_linkeddomain propublica.org |
2025-01-20 |
insert index_pages_linkeddomain responsible-investor.com |
2025-01-20 |
insert investor JOHCM (USA) Inc. |
2025-01-20 |
insert investor_pages_linkeddomain olaccess2.com |
2025-01-20 |
insert management_pages_linkeddomain olaccess2.com |
2025-01-20 |
insert person Allan Lo Proto |
2025-01-20 |
insert person Andrea Ranger |
2025-01-20 |
insert person Cameron Ruggiero |
2025-01-20 |
insert person Charlie Silberstein |
2025-01-20 |
insert person Damon Gough |
2025-01-20 |
insert person Deb McNeil |
2025-01-20 |
insert person Deborah Parks |
2025-01-20 |
insert person Doris Dalrymple |
2025-01-20 |
insert person Frieda Gonzalez |
2025-01-20 |
insert person Jalen Dawkins |
2025-01-20 |
insert person Jared Fein |
2025-01-20 |
insert person Kaelie St. Pierre |
2025-01-20 |
insert person Kathleen Bochman |
2025-01-20 |
insert person Kirt Thorne |
2025-01-20 |
insert person Logan Amaral |
2025-01-20 |
insert person Maggie Staiano |
2025-01-20 |
insert person Michael Byrd |
2025-01-20 |
insert person Mike Jung |
2025-01-20 |
insert person Olivia Luciani |
2025-01-20 |
insert person Sahas Apte |
2025-01-20 |
insert person Sean Kelly |
2025-01-20 |
insert person Sherese Woodfine |
2025-01-20 |
insert phone (917) 664-3717 |
2025-01-20 |
insert phone 866-260-9549 |
2025-01-20 |
insert registration_number 11325227 |
2025-01-20 |
insert registration_number 2006-11295M |
2025-01-20 |
insert registration_number 2176004 |
2025-01-20 |
insert registration_number 629023 |
2025-01-20 |
update person_description Alyson Mikami => Alyson Mikami |
2025-01-20 |
update person_description C. Cyrus McMillan => C. Cyrus McMillan |
2025-01-20 |
update person_description Hyewon Han => Hyewon Han |
2025-01-20 |
update person_description Jodi Neuman => Jodi Neuman Angelo |
2025-01-20 |
update person_title Alyson Mikami: Portfolio Associate; Trillium As a Portfolio Associate => Director of Client Service - Private Client |
2025-01-20 |
update person_title Hyewon Han: Shareholder Advocacy Associate; Associate Shareholder Advocate => Director of Shareholder Advocacy |
2025-01-20 |
update person_title Jennifer Britman: Compliance Associate => Compliance Officer and Risk Associate |
2025-01-20 |
update person_title Joseph Loux: Trader; Trillium As a Portfolio Associate => a Portfolio Associate; Senior Manager, Trading and Investment Operations |
2025-01-20 |
update person_title Karen Nyawera: Research Analyst at Trillium; Equity Analyst => Research Analyst |
2025-01-20 |
update person_title Lisa Hayles: Director of Shareholder Advocacy, International => Is Director of Sustainability and Shareholder; Director of Sustainability and Sharehold Engagement |
2025-01-20 |
update person_title Rob Barry: Compliance Officer => Senior Manager Compliance and Deputy Chief Compliance Officer |
2025-01-20 |
update person_title Sada Geuss: Head of Impact Strategy, Investment Manager => Managing Director - Private Client, Investment Manager |
2025-01-20 |
update person_title Stephanie Pascual: Portfolio Associate => Portfolio Analyst |
2025-01-20 |
update person_title Whitney Zelee: Chief Administrative Officer => Chief Operations Officer |
2025-01-20 |
update primary_contact 60 South Street, Suite 1100
Boston, MA 02111 => Suite 3101
Boston, MA 02114 |
2022-06-03 |
delete about_pages_linkeddomain trilliumassetmanagement.co.uk |
2022-06-03 |
delete career_pages_linkeddomain trilliumassetmanagement.co.uk |
2022-06-03 |
delete contact_pages_linkeddomain trilliumassetmanagement.co.uk |
2022-06-03 |
delete email nm..@trillium.com |
2022-06-03 |
delete index_pages_linkeddomain cnb.cx |
2022-06-03 |
delete index_pages_linkeddomain fortune.com |
2022-06-03 |
delete index_pages_linkeddomain yahoo.com |
2022-06-03 |
delete investor_pages_linkeddomain trilliumassetmanagement.co.uk |
2022-06-03 |
delete management_pages_linkeddomain trilliumassetmanagement.co.uk |
2022-06-03 |
delete person Eric Muhlfeld |
2022-06-03 |
delete person Tom Simunovic |
2022-06-03 |
delete phone (617) 532-6673 |
2022-06-03 |
insert email le..@perpetual.com |
2022-06-03 |
insert email nm..@trilliuminvest.com |
2022-06-03 |
insert index_pages_linkeddomain bloombergtax.com |
2022-06-03 |
insert index_pages_linkeddomain cnn.com |
2022-06-03 |
insert index_pages_linkeddomain reuters.com |
2022-06-03 |
insert person Leslie Kravetsky |
2022-06-03 |
insert phone (718) 644-9268 |
2022-06-03 |
insert phone (917) 862-3328 |
2022-06-03 |
update person_description Tanya Svidler => Tanya Svidler |
2022-06-03 |
update person_title Chuck Thompson: Financial Advisors & Institutional Business Development; Head of Distribution & Strategy - Americas ( 219 ) 670 - 7279 => null |
2022-06-03 |
update person_title Sada Geuss: Investment Manager => Head of Impact Strategy, Investment Manager |
2022-06-03 |
update person_title Tanya Svidler: Director of Institutional Business Development and Client Portfolio Management => Director of Institutional Business Development & Client Portfolio Management ( 718 ) 644 - 9268; Director of Institutional Business Development and Client Portfolio Management |
2022-04-05 |
delete index_pages_linkeddomain bloom.bg |
2022-04-05 |
insert email nm..@trillium.com |
2022-04-05 |
insert email tm..@trilliuminvest.com |
2022-04-05 |
insert index_pages_linkeddomain yahoo.com |
2022-04-05 |
insert person Brendan Horan |
2022-04-05 |
insert person Chris Golden |
2022-04-05 |
insert person Colin Mew |
2022-04-05 |
insert person Gaby Mengstab |
2022-04-05 |
insert person Gerardo Lopez |
2022-04-05 |
insert person Janelle Krizek |
2022-04-05 |
insert person John McInerney |
2022-04-05 |
insert person Nakia Maddox-Eubanks |
2022-04-05 |
insert person Tobi Mason |
2022-04-05 |
insert phone (415) 521-3488 |
2022-04-05 |
insert phone (617) 292-8020 |
2022-02-16 |
delete index_pages_linkeddomain bit.ly |
2022-02-16 |
delete index_pages_linkeddomain forbes.com |
2022-02-16 |
delete person Beth Williamson |
2022-02-16 |
delete person Cristina Vazzana |
2022-02-16 |
delete phone (617) 532-6655 |
2022-02-16 |
insert about_pages_linkeddomain trilliumassetmanagement.co.uk |
2022-02-16 |
insert career_pages_linkeddomain trilliumassetmanagement.co.uk |
2022-02-16 |
insert contact_pages_linkeddomain trilliumassetmanagement.co.uk |
2022-02-16 |
insert index_pages_linkeddomain cnb.cx |
2022-02-16 |
insert index_pages_linkeddomain fortune.com |
2022-02-16 |
insert index_pages_linkeddomain trilliumassetmanagement.co.uk |
2022-02-16 |
insert investor_pages_linkeddomain trilliumassetmanagement.co.uk |
2022-02-16 |
insert management_pages_linkeddomain trilliumassetmanagement.co.uk |
2022-02-16 |
insert person Andrea Zdanaviciute |
2022-02-16 |
insert person Kate Licina |
2022-02-16 |
insert person Melanie Miao |
2022-02-16 |
insert person Ray Wiley |
2022-02-16 |
insert person Tanya Svidler |
2022-02-16 |
insert person Vicki Little |
2022-02-16 |
insert phone +44 131 376 7426 |
2022-02-16 |
insert phone +44 7717 113 439 |
2022-02-16 |
update person_description Alex Jovanovic => Alex Jovanovic |
2022-02-16 |
update person_description Colgan Powell => Colgan Powell |
2022-02-16 |
update person_description Elizabeth R. Levy => Elizabeth R. Levy |
2022-02-16 |
update person_description Jeremy A. Cote => Jeremy A. Cote |
2022-02-16 |
update person_description Karen Nyawera => Karen Nyawera |
2022-02-16 |
update person_description Lisa Hayles => Lisa Hayles |
2022-02-16 |
update person_title Karen Nyawera: Research Associate => Research Analyst; Equity Analyst |
2022-02-16 |
update person_title Laura Torres: ESG Research Associate => ESG Research Analyst; Research Analyst |
2022-02-16 |
update person_title Lisa Hayles: Investment Manager in Trillium 's Boston Office; Investment Manager => Director of International Shareholder Advocacy; Director of Shareholder Advocacy, International |
2022-02-16 |
update person_title Michael Stabile: Senior Vice President - Western Divisional Manager => Senior Vice President - Western US; Senior Vice President - Western Divisional Manager |
2022-02-16 |
update person_title Tom Simunovic: Intermediary ESG Specialist => Intermediate ESG Specialist - Eastern US; Intermediary ESG Specialist |
2022-02-16 |
update robots_txt_status trilliuminvest.com: 404 => 200 |
2022-02-16 |
update robots_txt_status www.trilliuminvest.com: 404 => 200 |
2021-02-09 |
delete index_pages_linkeddomain espn.com |
2021-02-09 |
delete index_pages_linkeddomain fa-mag.com |
2021-02-09 |
delete index_pages_linkeddomain wastedive.com |
2021-02-09 |
delete person Brianna Murphy |
2021-02-09 |
insert index_pages_linkeddomain barrons.com |
2021-02-09 |
insert index_pages_linkeddomain bloomberg.com |
2021-02-09 |
insert person Shaylah Kelly |
2021-02-09 |
insert phone (866) 209-1962 |
2020-10-18 |
delete vp Susan Baker |
2020-10-18 |
insert otherexecutives Whitney Zelee |
2020-10-18 |
delete index_pages_linkeddomain adweek.com |
2020-10-18 |
delete index_pages_linkeddomain djreprints.com |
2020-10-18 |
delete index_pages_linkeddomain washingtonpost.com |
2020-10-18 |
delete person Allan Pearce |
2020-10-18 |
insert index_pages_linkeddomain espn.com |
2020-10-18 |
insert index_pages_linkeddomain fa-mag.com |
2020-10-18 |
insert index_pages_linkeddomain wastedive.com |
2020-10-18 |
update person_description Whitney Zelee => Whitney Zelee |
2020-10-18 |
update person_title Brianna Murphy: Vice President and Member of Trillium 's Shareholder Advocacy; Shareholder Advocate => Director of Shareholder Advocacy |
2020-10-18 |
update person_title Susan Baker: Vice President; Shareholder Advocate => Director of Shareholder Advocacy |
2020-10-18 |
update person_title Whitney Zelee: Business Analyst at Trillium; Business Analyst => Trillium 's Chief Administrative Officer; Chief Administrative Officer |
2020-08-07 |
insert personal_emails to..@perpetual.com |
2020-08-07 |
delete email ts..@trilliuminvest.com |
2020-08-07 |
delete index_pages_linkeddomain bloomberg.com |
2020-08-07 |
delete index_pages_linkeddomain bloombergquint.com |
2020-08-07 |
delete index_pages_linkeddomain yahoo.com |
2020-08-07 |
insert email to..@perpetual.com |
2020-08-07 |
insert index_pages_linkeddomain adweek.com |
2020-08-07 |
insert index_pages_linkeddomain djreprints.com |
2020-08-07 |
insert index_pages_linkeddomain washingtonpost.com |
2020-08-07 |
insert person Lisa Hayles |
2020-08-07 |
update person_description Michelle McDonough => Michelle McDonough |
2020-08-07 |
update person_title Claire McCarthy: Trillium As a Marketing Associate; Business Analyst => Creative Assistant to the CEO; Trillium As a Marketing Associate |
2020-07-08 |
delete alias Trillium Asset Management, LLC |
2020-07-08 |
delete index_pages_linkeddomain bcorporation.net |
2020-07-08 |
delete index_pages_linkeddomain constantcontact.com |
2020-07-08 |
delete index_pages_linkeddomain goo.gl |
2020-07-08 |
delete index_pages_linkeddomain google.com |
2020-07-08 |
delete index_pages_linkeddomain greenbee-web.com |
2020-07-08 |
delete index_pages_linkeddomain trilliummutualfunds.com |
2020-07-08 |
delete phone 3/18/20 |
2020-07-08 |
insert index_pages_linkeddomain bloomberg.com |
2020-07-08 |
insert index_pages_linkeddomain bloombergquint.com |
2020-07-08 |
insert index_pages_linkeddomain financialtrans.com |
2020-07-08 |
insert index_pages_linkeddomain yahoo.com |
2020-07-08 |
insert phone (503) 953-8340 |
2020-07-08 |
update robots_txt_status trilliuminvest.com: 200 => 404 |
2020-04-12 |
insert phone 3/18/20 |
2020-03-11 |
delete person Anisur Rahman |
2020-03-11 |
update person_title Jim Madden: Member of the Board of Directors; Co - Manager of Trillium 's P21 Global Equity; Portfolio Manager => Member of the Board of Directors; Portfolio Manager |
2019-12-29 |
delete management_pages_linkeddomain bikesnotbombs.org |
2019-12-29 |
delete management_pages_linkeddomain bostonsri.org |
2019-12-29 |
insert person Carrie Cabezas |
2019-12-29 |
update person_description C. Cyrus McMillan => C. Cyrus McMillan |
2019-12-29 |
update person_description Ian Wolf => Ian Wolf |
2019-12-29 |
update person_description Tom Simunovic => Tom Simunovic ESG |
2019-12-29 |
update person_title Tom Simunovic ESG: Regional Sales Consultant for the Eastern United States; Tom Simunovic Regional Sales Consultant => Tom Simunovic ESG Investment Strategy Specialist and Relationship Manager; Regional Sales Consultant; ESG Investment Strategy Specialist and Relationship Manager |
2019-10-14 |
delete email el..@trilliuminvest.com |
2019-10-14 |
delete person Emily Lee |
2019-10-14 |
delete person Libby O'Connell |
2019-10-14 |
update person_title John Quealy: Member of the Board of Directors; Chief Investment Officer => Member of the Board of Directors; Chief Investment Officer; Partner |
2019-10-14 |
update person_title Tom Simunovic: Regional Sales Consultant for the Eastern United States; Tom Simunovic Regional Sales Consultant; Regional Sales Consultant - Eastern U.S => Regional Sales Consultant for the Eastern United States; Tom Simunovic Regional Sales Consultant |
2019-09-09 |
delete phone 503-953-8344 |
2019-08-01 |
delete otherexecutives Retiring June |
2019-08-01 |
delete otherexecutives Stephanie R. Leighton |
2019-08-01 |
delete person Retiring June |
2019-08-01 |
delete person Stephanie R. Leighton |
2019-06-30 |
delete otherexecutives S.P. Kothari |
2019-06-30 |
delete email mp..@trilliuminvest.com |
2019-06-30 |
delete person S.P. Kothari |
2019-06-30 |
update person_description Mitali Prasad => Mitali Prasad |
2019-06-30 |
update person_description Patrick Wollenberg => Patrick Wollenberg |
2019-06-30 |
update person_title Patrick Wollenberg: Research Analyst; CEFA Research Analyst => Research Analyst; CEFA Portfolio Manager & Research Analyst; Portfolio Manager |
2018-01-07 |
delete fax 617-532-6688 |
2017-10-19 |
delete address 123 West Main Street
Durham, NC 27701 |
2017-10-19 |
delete person Bill Noland |
2017-10-19 |
insert address 123 West Main Street
Suite 315
Durham, NC 27701 |
2017-10-19 |
insert fax 617-482-6179 |
2017-10-19 |
update person_description Allan Pearce => Allan Pearce |
2017-10-19 |
update person_description Anthony Tursich => Anthony Tursich |
2017-10-19 |
update person_description Brianna Murphy => Brianna Murphy |
2017-10-19 |
update person_description C. Cyrus McMillan => C. Cyrus McMillan |
2017-10-19 |
update person_description Cheryl I. Smith => Cheryl I. Smith |
2017-10-19 |
update person_description Christian Wood => Christian Wood |
2017-10-19 |
update person_description Jack Robinson => Jack Robinson |
2017-10-19 |
update person_description Jackson W. Robinson => Jackson W. Robinson |
2017-10-19 |
update person_description Keith A. Mills => Keith A. Mills |
2017-10-19 |
update person_title Allan Pearce: Shareholder Advocate => Member of Trillium 's Shareholder Advocacy; Shareholder Advocate |
2017-09-08 |
delete contact_pages_linkeddomain tinymailto.com |
2017-09-08 |
delete person Molly McEachern |
2017-09-08 |
insert about_pages_linkeddomain goo.gl |
2017-09-08 |
insert career_pages_linkeddomain goo.gl |
2017-09-08 |
insert contact_pages_linkeddomain goo.gl |
2017-09-08 |
insert email cw..@trilliuminvest.com |
2017-09-08 |
insert index_pages_linkeddomain constantcontact.com |
2017-09-08 |
insert index_pages_linkeddomain goo.gl |
2017-09-08 |
insert management_pages_linkeddomain goo.gl |
2017-09-08 |
update person_description Paul A. Hilton => Paul A. Hilton |
2017-07-25 |
delete address 100 Larkspur Landing Circle
Suite 105
Larkspur, CA 94939 |
2017-07-25 |
delete fax 415-925-0108 |
2017-07-25 |
insert address 160 Spear Street Suite 250 San Francisco, CA 94105 |
2017-07-25 |
update person_description Susan Baker => Susan Baker |
2017-06-19 |
delete person Whitney Zelee |
2017-01-21 |
insert contact_pages_linkeddomain tinymailto.com |
2016-11-22 |
delete otherexecutives Randy Rice |
2016-11-22 |
insert chairman Deborah Widener |
2016-11-22 |
insert otherexecutives Mitali Prasad |
2016-11-22 |
insert otherexecutives S.P. Kothari |
2016-11-22 |
delete person Randy Rice |
2016-11-22 |
delete phone (617) 515-6889 |
2016-11-22 |
insert person Deborah Widener |
2016-11-22 |
insert person Mitali Prasad |
2016-11-22 |
insert person S.P. Kothari |
2016-11-22 |
insert phone (617) 532-6680 |
2016-08-26 |
insert about_pages_linkeddomain greencentury.com |
2016-08-26 |
insert about_pages_linkeddomain jhinvestments.com |
2016-08-26 |
insert career_pages_linkeddomain greencentury.com |
2016-08-26 |
insert career_pages_linkeddomain jhinvestments.com |
2016-08-26 |
insert contact_pages_linkeddomain greencentury.com |
2016-08-26 |
insert contact_pages_linkeddomain jhinvestments.com |
2016-08-26 |
insert index_pages_linkeddomain greencentury.com |
2016-08-26 |
insert index_pages_linkeddomain jhinvestments.com |
2016-08-26 |
insert management_pages_linkeddomain greencentury.com |
2016-08-26 |
insert management_pages_linkeddomain jhinvestments.com |
2016-08-26 |
insert person Sandeep Gummadi |
2016-07-25 |
delete person Sandeep Gummadi |
2016-07-25 |
insert person Caroline White |
2016-06-13 |
insert person Sandeep Gummadi |
2016-04-01 |
delete otherexecutives Lisa MacKinnon |
2016-04-01 |
delete phone (617) 532-6659 |
2016-04-01 |
delete phone (617) 532-6665 |
2016-04-01 |
insert email ts..@trilliuminvest.com |
2016-04-01 |
insert person C. Cyrus McMillan |
2016-04-01 |
insert person Tom Simunovic |
2016-04-01 |
insert phone (617) 532-6668 |
2016-04-01 |
insert phone 415-925-1498 |
2016-04-01 |
update person_description Jodi Neuman => Jodi Neuman |
2016-04-01 |
update person_title Emily Lee: Financial Advisor; Regional Sales Consultant; Regional Sales Consultant - Eastern U.S; Sales Consultant => Financial Advisor; Regional Sales Consultant; Regional Sales Consultant - Western U.S |
2016-04-01 |
update person_title Jodi Neuman: Financial Advisor; Regional Sales Consultant - Western U.S; Investment Manager => Investment Manager |
2016-04-01 |
update person_title Lisa MacKinnon: Vice President, Marketing; Financial Advisor; Investment Manager => Investment Manager |
2016-02-06 |
delete email jn..@trilliuminvest.com |
2016-02-06 |
insert management_pages_linkeddomain bostonrenegadesfootball.com |
2016-02-06 |
insert management_pages_linkeddomain thehome.org |
2016-02-06 |
update person_description Michelle McDonough => Michelle McDonough |
2016-02-06 |
update person_title Emily Lee: Financial Advisor; Regional Sales Consultant; Regional Sales Consultant - Eastern U.S => Financial Advisor; Regional Sales Consultant; Regional Sales Consultant - Eastern U.S; Sales Consultant |
2016-01-07 |
insert otherexecutives Randy Rice |
2016-01-07 |
delete phone (617) 532-6663 |
2016-01-07 |
insert person Molly McEachern |
2016-01-07 |
update person_title Jodi Neuman: Financial Advisor; Regional Sales Consultant; Regional Sales Consultant - Western U.S => Financial Advisor; Regional Sales Consultant; Regional Sales Consultant - Western U.S; Investment Manager |
2016-01-07 |
update person_title Lisa MacKinnon: Vice President, Marketing; VP of Sales and Marketing; Financial Advisor => Vice President, Marketing; Financial Advisor; Investment Manager |
2016-01-07 |
update person_title Randy Rice: Corporate Communications; Financial Advisor; Associate and Administrator of Our Community Impact Investing => Financial Advisor; Associate and Administrator of Our Community Impact Investing; Communications Director |
2015-12-02 |
insert management_pages_linkeddomain socialcapitalfund.org |
2015-12-02 |
insert person Amie Price |
2015-10-01 |
insert about_pages_linkeddomain trilliummutualfunds.com |
2015-10-01 |
insert career_pages_linkeddomain trilliummutualfunds.com |
2015-10-01 |
insert contact_pages_linkeddomain trilliummutualfunds.com |
2015-10-01 |
insert index_pages_linkeddomain trilliummutualfunds.com |
2015-10-01 |
insert management_pages_linkeddomain trilliummutualfunds.com |
2015-10-01 |
insert person Sada Geuss |
2015-10-01 |
update person_description Paul A. Hilton => Paul A. Hilton |
2015-08-08 |
insert person Jackson W. Robinson |
2015-07-03 |
insert management_pages_linkeddomain ussif.org |
2015-07-03 |
update person_title Ian Wolf: Business Development Analyst => Research Associate |