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About
Nakia Maddox-Eubanks is an Investment Manager at Trillium Asset Management in Boston, where she provides comprehensive investment management services focused on values-driven individuals, nonprofit institutions, and family offices. Her role centers on creating customized portfolios that integrate environmental, social, and governance (ESG) criteria, applying Trillium’s Total Portfolio Activation framework to achieve clients’ financial and impact goals. She has extensive expertise in public equities, fixed income, and impact investments across diverse asset classes, with a strong emphasis on sustainable and mission-aligned strategies.
With over 25 years in the financial services industry, Nakia has managed assets for mission-driven individuals and institutions throughout her career. Prior to joining Trillium in 2022, she held senior positions including Senior Wealth Manager at BNY Mellon Wealth Management and Senior Vice President/Relationship Manager at CIBC Private Wealth Management, as well as Assistant Portfolio Manager with the Sustainability Group of Loring, Wolcott & Coolidge. Her career has been distinguished by a consistent focus on socially responsible and ESG-integrated investment practices.
Nakia holds both a B.S. and M.B.A. from Bentley University and is licensed under the Series 65 credential. She is recognized for her leadership and service in the responsible investment community, including board service with organizations dedicated to sustainable finance and impact investing.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Trillium Asset Management | Investment Manager | Feb 2022 to Present | — |
| BNY Mellon Wealth Management | Senior Wealth Manager | Jan 2020 to Jan 2022 | — |
| Bainco International Investors | Portfolio Strategist | Mar 2019 to Nov 2019 | — |
| CIBC Private Wealth US | Senior Vice President, Relationship Manager | Mar 2012 to Feb 2019 | — |
| Sustainability Group of Loring Wolcott & Coolidge | Assistant Portfolio Manager | Sep 2007 to Jul 2009 | — |
| Wellington Management Company | Client Service Analyst | Jan 2005 to Jan 2007 | — |
| Fidelity Investments | Analyst | Jan 2001 to Jan 2005 | — |
| Standish Ayer & Wood | Relationship Management | Jan 1997 to Jan 2001 | — |
Education
Bentley University - McCallum Graduate School of Business
Bentley University
Series 65
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 | |
| 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 |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Portfolio Manager | LMCG Investments, LLC | New York, NY , United States | |
| Portfolio Manager, Partner | LMCG Investments, LLC | United States |