Jeremy A. Cote
Analyst-Equity at Trillium Asset Management LLC
Profile
Mr. Jeremy A.
Cote, CFA MBA, is a Research Analyst at Trillium Asset Management LLC.
He covers the technology, media and telecommunications sectors.
He is member of the Sustainable Investing Research Analyst Network.
He is also currently a member of the of the UN Principles for Responsible Investment Listed Equity Steering Committee and the Listed Equity Integration Subcommittee.
Prior to joining Trillium in 2014, he was a Senior Investment Analyst at FM Global where he was responsible for fundamental research in the consumer discretionary, internet, media and telecommunications sectors.
Before joining FM Global, he was Assistant Vice President, Research Analyst on the US Strategic Investment Team at Baring Asset Management, where he analyzed large cap and small cap equities for the firm’s domestic and global sector portfolios.
Prior to Barings, he worked in investment operations at Pell Rudman Trust Company and State Street Corporation.
His previous society roles include membership on the Career Development, Global Equities, and Private Wealth Management Subcommittees.
He served on the Steering Committee for the BizNGO Chemical Footprint Project.
He has also participated on several Sustainability Accounting Standards Board Industry Working Groups.
He holds a B.S.
in Applied Economics from Plymouth State University and received both his M.B.A and M.S.
in Finance from Boston College.
He is a Chartered Financial Analyst charter holder and a member of the CFA Institute and CFA Society Boston, where he serves as a member of the Sustainable Investing Conference Planning Subcommittee.
Jeremy A. Cote active positions
Companies | Position | Start |
---|---|---|
Trillium Asset Management LLC
Trillium Asset Management LLC Investment ManagersFinance Trillium Asset Management LLC is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Joan Bavaria in 1982 as Franklin Research & Development Co. Trillium Asset Management manages equity, fixed income, and balanced separate accounts for individuals, foundations, endowments, religious institutions and other non-profit and for-profit institutional clients. | Analyst-Equity | 2013-12-31 |
Former positions of Jeremy A. Cote
Companies | Position | End |
---|---|---|
Factory Mutual Insurance Co.
Factory Mutual Insurance Co. Specialty InsuranceFinance Factory Mutual Insurance Co. provides commercial and industrial property insurance worldwide. Its products include sustainability select, cargo insurance, alternative risk transfer:Rent-A-Captain and business interruption coverage. The firm services include boiler and machinery services, predictive analytics and claims services. The company was founded in 1999 and is headquartered in Johnston, RI. | Corporate Officer/Principal | 2013-12-30 |
STATE STREET CORPORATION | Corporate Officer/Principal | 1998-01-01 |
Pell Rudman Trust Co. | Corporate Officer/Principal | 1999-01-01 |
Baring North America LLC
Baring North America LLC Investment ManagersFinance Founded in 1989, Baring North America LLC is a registered investment advisor located in Boston. The firm manages institutional assets on behalf of clients located in the US. They are a direct subsidiary of MassMutual Baring Holding LLC and their ultimate parent is Massachusetts Mutual Life Insurance Co. | Corporate Officer/Principal | 2003-01-01 |
Training of Jeremy A. Cote
Plymouth State University | Undergraduate Degree |
Boston College | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 1 |
---|---|
STATE STREET CORPORATION | Finance |
Private companies | 4 |
---|---|
Factory Mutual Insurance Co.
Factory Mutual Insurance Co. Specialty InsuranceFinance Factory Mutual Insurance Co. provides commercial and industrial property insurance worldwide. Its products include sustainability select, cargo insurance, alternative risk transfer:Rent-A-Captain and business interruption coverage. The firm services include boiler and machinery services, predictive analytics and claims services. The company was founded in 1999 and is headquartered in Johnston, RI. | Finance |
Baring North America LLC
Baring North America LLC Investment ManagersFinance Founded in 1989, Baring North America LLC is a registered investment advisor located in Boston. The firm manages institutional assets on behalf of clients located in the US. They are a direct subsidiary of MassMutual Baring Holding LLC and their ultimate parent is Massachusetts Mutual Life Insurance Co. | Finance |
Pell Rudman Trust Co. | |
Trillium Asset Management LLC
Trillium Asset Management LLC Investment ManagersFinance Trillium Asset Management LLC is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Joan Bavaria in 1982 as Franklin Research & Development Co. Trillium Asset Management manages equity, fixed income, and balanced separate accounts for individuals, foundations, endowments, religious institutions and other non-profit and for-profit institutional clients. | Finance |
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