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Stephanie Pascual

Stephanie Pascual

Portfolio Analyst at Trillium Asset Management, LLC

Boston, MA , United States

About

Stephanie Pascual is a Portfolio Analyst at Trillium Asset Management based in Boston, Massachusetts, where she supports the portfolio management team in analyzing and constructing diversified ESG-driven equity and fixed income portfolios. Her responsibilities center on detailed financial and sustainability research, portfolio risk assessment, and contributing to bottom-up security selection aligned with Trillium’s integrated ESG investment approach.

At Trillium, Stephanie primarily covers large-cap equities across multiple economic sectors that meet rigorous environmental, social, and governance criteria, as well as investment-grade fixed income issuers with leading ESG characteristics. She actively contributes to both the domestic and international strategies, focusing on companies that are strategic leaders in sustainability and exhibit strong financial fundamentals.

Stephanie joined Trillium in 2018 as a Portfolio Associate and was promoted to Portfolio Analyst in 2024, following her prior experience as Executive Coordinator at the Shared Value Initiative. She holds a bachelor's degree in Chemistry from Mount Holyoke College, and her multidisciplinary expertise supports her contributions to Trillium’s leadership in sustainable and responsible investing.

Career History

OrganizationRoleDate RangeDetails
Trillium Asset ManagementPortfolio AnalystJan 2024 to Present
Trillium Asset ManagementPortfolio AssociateOct 2018 to Dec 2023
Shared Value InitiativeExecutive CoordinatorMay 2018 to Oct 2018
FSGExecutive Assistant, Shared Value InitiativeOct 2015 to Oct 2018
Executive Assistant, 2015-2018 Executive Coordinator, 2018
Forghany Law PCClient Sales Representative and Administrative AssistantOct 2014 to Jun 2015
Strolid, Inc - STRONG Market Presence, SOLID Results!Client Sales RepresentativeOct 2013 to Sep 2014

Education

Mount Holyoke College

Bachelor's degree, Chemistry

2009 2013

Skills & Expertise

Event Planning
Leadership
Microsoft Office
Microsoft Word
Research
Microsoft Excel
Customer Service
Microsoft PowerPoint

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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