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Will Lana

Will Lana

Partner, Investment Manager at Trillium Asset Management, LLC

San Francisco, CA , United States

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

OrganizationRoleDate RangeDetails
Trillium Asset ManagementPartner, Investment ManagerJul 2008 to Present
University of WashingtonMBA, Class of 2008Sep 2006 to Jun 2008
Jpmorgan Chase & Co.MBA Intern, Treasury DepartmentJun 2007 to Sep 2007
Grass CommonsDirector of DevelopmentJan 2006 to Jan 2006
Journey Tree Financial Planning & InvestmentsFinancial Research and Planning AssociateJan 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

Portfolio Management
Financial Modeling
Management
Investment Strategies
Investments
Asset Management
Finance
Fixed Income
Asset Allocation
Financial Analysis
Investment Advisory
Strategy
Asset Managment
Equities
Investment Management

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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