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About
Sahas Apte, CFA, is an Equity Research Analyst at Trillium Asset Management, based in New York, NY. In his current role, he focuses on covering small- and mid-cap (SMID) stocks across multiple sectors, including Technology, Communication Services, Consumer, and Healthcare, supporting the firm's investment process through in-depth fundamental research and sector analysis.
Prior to joining Trillium Asset Management in April 2022, Sahas held positions as Vice President at Barclays and as an Equity Research Associate at UBS. At both firms, he developed expertise in equity research and financial analysis, contributing to the coverage of key market sectors and supporting institutional investment decisions.
Sahas holds a Bachelor of Science in Accounting with a concentration in Finance from Penn State University and is a CFA charterholder. His professional background highlights a strong track record in equity analysis and cross-sector research, with a focus on incorporating both quantitative and qualitative insights into sustainable investment strategies.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Trillium Asset Management | Equity Analyst | Apr 2022 to Present | — |
| Barclays | Vice President | Jan 2020 to Apr 2022 | — |
| UBS | Equity Research Associate | Nov 2015 to Oct 2019 | — |
| Prudential Financial | Private Investment Accounting Associate | Jul 2012 to Oct 2015 | — |
| Pfizer | Finance Intern | May 2011 to Aug 2011 | — |
| Pfizer | Trade Operations Intern | May 2010 to Aug 2010 | — |
| Pearson Education | Intern | May 2009 to Aug 2009 | — |
Education
Penn State University
Bachelor of Science (BS), Accounting, Concentration in Finance
2008 — 2012
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 |
