About
Jeremy Cote, CFA, is a Portfolio Manager and Research Analyst at Trillium Asset Management based in Boston, MA. He plays a key role on Trillium’s ESG Global Equity, ESG Growth & Income, and Sustainable Opportunities strategies while specifically covering the Information Technology and Communications Services sectors.
Prior to joining Trillium in 2014, Jeremy served as Senior Investment Analyst at FM Global, focusing on the Consumer Discretionary, Internet, and Media sectors. He also brings experience from Baring Asset Management, where he worked as Assistant Vice President, Research Analyst on the U.S. Strategic Investment Team, analyzing both domestic and global sector portfolios.
Jeremy holds a B.S. in Applied Economics from Plymouth State University and earned both his M.B.A. with a specialization in Asset Management and M.S. in Finance from Boston College. He is a CFA charterholder, has contributed as a mentor for the CFA Institute, and has participated in industry leadership, including the UN PRI Listed Equity Steering Committee and Sustainability Accounting Standards Board working groups.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Trillium Asset Management | Research Analyst | May 2014 to Present | • Responsible for conducting fundamental research and formulating sector strategy for domestic and international equities in the Information Technology and Communications Services sectors across Trill... |
| FM Global | Senior Investment Analyst | Mar 2008 to Apr 2014 | • Exceptional four-year performance led to promotion to Senior Investment Analyst from Investment Analyst • Responsible for managing the $850M Consumer Discretionary, Media, Internet and Telecom sleev... |
| FM Global | Investment Analyst | Nov 2004 to Mar 2008 | • Emphasis on bottoms-up stock selection driven by differentiated fundamental analysis, detailed financial modeling, and rigorous valuation work with a long-term investment horizon • Built and updated... |
| Barings | Assistant Vice President, Research Analyst | Mar 2002 to Jul 2003 | Promoted to Assistant Vice President, Research Analyst given strong stock selection performance. |
| Baring Asset Management | Research Analyst | Mar 2001 to Feb 2002 | • Promoted to Research Analyst from Junior Analyst given strong stock selection performance • Member of the US Strategic Investment Team responsible for managing $3.5B in equities across multiple GARP... |
| Baring Asset Management | Junior Research Analyst | Sep 2000 to Feb 2001 | • Promoted to Junior Research Analyst from the operations team after only 8 months at the firm • Identified small-cap growth ideas as a generalist across all sub-sectors of the Russell 2000 Index for ... |
| Baring Asset Management | Portfolio Controller | Jan 2000 to Aug 2000 | • Worked with high yield traders, the Head of the North American Fixed Income team and members of the US Strategic Investment Team to implement model changes for multiple equity and bond portfolios • ... |
| Pell Rudman Trust Company | Trust Operations Associate | Oct 1997 to Dec 1999 | • Collaborated with senior portfolio managers to determine mutual fund trading strategies for high-net worth accounts and global equity investment portfolios • Executed hundreds of mutual fund trades ... |
| State Street Corporation | Account Controller | Sep 1996 to Sep 1998 | • Responsible for calculating the net asset values of funds by performing daily accounting related functions to ensure funds prices were accurate and delivered to the client in a timely fashion • Cons... |
| Smith Barney | Intern | Jan 1995 to Apr 1995 | • Provided back office and research support to a small team of brokers and client administrators |
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration (MBA), Specialization: Asset Management
2004 — 2009
Boston College - Wallace E. Carroll Graduate School of Management
Master of Science in Finance (MSF), Finance and Financial Management Services
2004 — 2009
Plymouth State University
Bachelor of Science (BS), Applied Economics
1992 — 1996
Skills & Expertise
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 |