About
A professional biography for Ian Wolf, Research Analyst at Trillium Asset Management, based on verified information from multiple sources. The biography covers his current role, investment focus, career background, education, and notable achievements, written in a concise, professional tone as requested.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Trillium Asset Management | Research Analyst | Jul 2021 to Present | — |
| Trillium Asset Management | Research Associate | Jun 2015 to Jul 2021 | — |
| Trillium Asset Management | Business Development Analyst | Oct 2011 to May 2015 | — |
| Trillium Asset Management | Client Records Associate | Nov 2009 to Sep 2011 | — |
| Beta Gamma Sigma | Member | May 2016 to Present | — |
| ThinkEquity Partners | Equity Research Intern | Jun 2008 to Feb 2009 | Financial Modeling Company Initiation Reports |
Education
Boston University Questrom School of Business
Master of Business Administration (MBA), Finance, General
2013 — 2016
Colorado College
International Political Economy, Political Economy
2004 — 2009
Xiamen University
Mandarin Chinese, Chinese Language
2007 — 2007
Fudan University
Mandarin Chinese, Chinese Language and Literature
2006 — 2007
Skills & Expertise
Financial Modeling
Equity Research
Financial Analysis
Investments
Data Analysis
Research
Equities
Valuation
FactSet
Microsoft Excel
Microsoft Word
Microsoft PowerPoint
Microsoft Office
Teamwork
Finance
Fundamental Analysis
Buy-side
Stock Picking
Others at Trillium Asset Management, LLC (22)
| Name | Role | Location |
|---|---|---|
C Cheryl Smith | Economist and Portfolio Manager | Boston, MA , United States |
 | Research Analyst | Boston, MA , United States |
 | Head Trader | Salem, MA , United States |
 | Equity Research Analyst | Boston, MA , United States |
 | Portfolio Manager | Boston, MA , United States |
L Laura Maria Torres | ESG Research Analyst | Boston, MA , United States |
L Laura McGonagle | SVP and Portfolio Manager | Boston, MA , United States |
 | Investment Manager | Boston, MA , United States |
 | Investment Associate | Denver, CO , United States |
 | Investment Associate | Boston, MA , United States |
Showing 1-10 of 22 team members