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Nakia Maddox-Eubanks

Investment Manager at Trillium Asset Management, LLC

Boston, MA , United States

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

OrganizationRoleDate RangeDetails
Trillium Asset ManagementInvestment ManagerFeb 2022 to Present
BNY Mellon Wealth ManagementSenior Wealth ManagerJan 2020 to Jan 2022
Bainco International InvestorsPortfolio StrategistMar 2019 to Nov 2019
CIBC Private Wealth USSenior Vice President, Relationship ManagerMar 2012 to Feb 2019
Sustainability Group of Loring Wolcott & CoolidgeAssistant Portfolio ManagerSep 2007 to Jul 2009
Wellington Management CompanyClient Service AnalystJan 2005 to Jan 2007
Fidelity InvestmentsAnalystJan 2001 to Jan 2005
Standish Ayer & WoodRelationship ManagementJan 1997 to Jan 2001

Education

Bentley University - McCallum Graduate School of Business

Bentley University

Series 65

Skills & Expertise

Relationship Management
Asset Managment
Alternative Investments
Portfolio Management
Fixed Income
Asset Management
Equities
Mutual Funds
Strategic Planning
Management
Business Strategy
Financial Services
Investments
Hedge Funds
Securities
Investment Management
Bloomberg
Asset Allocation
Series 7
Wealth Management
Investment Strategies
Investment Advisory
Equity Research
Bonds
Financial Modeling

Others at Trillium Asset Management, LLC (22)

NameRoleLocation
C
Cheryl Smith
Economist and Portfolio ManagerBoston, MA , United States
Ian Wolf
Ian Wolf
Research AnalystBoston, MA , United States
Jeremy Cote
Jeremy Cote
Research AnalystBoston, MA , United States
Joseph Loux
Joseph Loux
Head TraderSalem, MA , United States
Karen Nyawera
Karen Nyawera
Equity Research AnalystBoston, MA , United States
Kathleen Bochman
Kathleen Bochman
Portfolio ManagerBoston, MA , United States
L
Laura Maria Torres
ESG Research AnalystBoston, MA , United States
L
Laura McGonagle
SVP and Portfolio ManagerBoston, MA , United States
Lisa Mackinnon
Lisa Mackinnon
Investment ManagerBoston, MA , United States
Logan Amaral
Logan Amaral
Investment AssociateDenver, CO , United States
Showing 1-10 of 22 team members

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