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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Trillium Asset Management | Portfolio Analyst | Jan 2024 to Present | — |
| Trillium Asset Management | Portfolio Associate | Oct 2018 to Dec 2023 | — |
| Shared Value Initiative | Executive Coordinator | May 2018 to Oct 2018 | — |
| FSG | Executive Assistant, Shared Value Initiative | Oct 2015 to Oct 2018 | Executive Assistant, 2015-2018 Executive Coordinator, 2018 |
| Forghany Law PC | Client Sales Representative and Administrative Assistant | Oct 2014 to Jun 2015 | — |
| Strolid, Inc - STRONG Market Presence, SOLID Results! | Client Sales Representative | Oct 2013 to Sep 2014 | — |
Education
Mount Holyoke College
Bachelor's degree, Chemistry
2009 — 2013
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 |
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| Name | Role | Fund | Location |
|---|---|---|---|
| Portfolio Manager | LMCG Investments, LLC | New York, NY , United States | |
| Portfolio Manager, Partner | LMCG Investments, LLC | United States |