Kathleen Bochman

Kathleen (KK) Bochman, CFA, is a Portfolio Manager at Trillium Asset Management, LLC, based in Boston, where she co-manages the firm’s Sustainable Opportunities strategy. At Trillium, she focuses on sustainable and socially responsible investment management, bringing deep expertise in ESG (environmental, social, governance) integration, climate transition strategies, and stewardship, and is instrumental in developing equity and multi-asset portfolios aligned with long-term sustainability objectives. Her work targets sectors and asset classes with strong potential for delivering both financial returns and measurable positive societal or environmental impact, reflecting Trillium's values-driven approach.

Prior to joining Trillium in 2024, Kathleen served as Senior Director of Investor Relations – ESG at Moderna, and previously as Managing Director of ESG at Fidelity Investments. She started her ESG-focused career at Loomis Sayles & Company as Director of ESG, and has held prior analytical and portfolio management roles across equity and fixed income at Wellington and State Street Research. Her cumulative professional history spans ESG leadership, fundamental research, and direct portfolio management across public equities and fixed income markets.

Kathleen holds a B.A. in Psychology from Dartmouth College and an MBA from Columbia Business School. She is a CFA® Charterholder and has earned the CFA Institute Certificate in ESG Investing. Recognized for her leadership in sustainable investing, she consistently contributes to advancing industry standards and integrating regulatory and industry frameworks into investment strategies.