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Will Lana
Partner, Investment Manager at Trillium Asset Management, LLC
About
Will Lana is a Partner and Investment Manager at Trillium Asset Management, based in San Francisco, CA. In his role since 2008, he is responsible for managing client portfolios and contributing to Trillium’s investment strategy, with a particular focus on integrating environmental, social, and governance (ESG) factors into the investment process.
Lana specializes in socially responsible and impact investing, working across equity and balanced portfolios for foundations, endowments, non-profits, and individual investors. His investment approach emphasizes active ESG integration and he is recognized for expertise in sectors where sustainability and social impact are material, including clean energy, technology, and consumer sectors.
Prior to joining Trillium, Lana gained experience as an MBA Intern in the Treasury Department at J.P. Morgan Chase & Co., building on his MBA in Finance from the University of Washington and a BA in Communications from UCLA. He has been a prominent voice for innovative responsible investing, helping Trillium’s clients pursue both financial returns and positive societal impact through the firm’s leadership in sustainable investing.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Trillium Asset Management | Partner, Investment Manager | Jul 2008 to Present | — |
| University of Washington | MBA, Class of 2008 | Sep 2006 to Jun 2008 | — |
| Jpmorgan Chase & Co. | MBA Intern, Treasury Department | Jun 2007 to Sep 2007 | — |
| Grass Commons | Director of Development | Jan 2006 to Jan 2006 | — |
| Journey Tree Financial Planning & Investments | Financial Research and Planning Associate | Jan 2003 to Jan 2005 | — |
Education
University of Washington
Master Of Business Administration, Finance
2006 — 2008
University Of California - Los Angeles
Bachelor Of Arts, Communications
1998 — 2002
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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