CoverProfile

Will Lana

Partner, Investment Manager

Trillium Asset Management

United States, California, San Francisco

About Me

Will Lana is an Investment Manager in our California office. Prior to joining Trillium in 2008, Will worked at the boutique socially responsible investment firm Journey Tree Financial. He has broad experience assisting high net worth individuals and families pursue their financial, social and environmental goals. Will was a member of the Advisory Committee on Socially Responsible Investing for the University of Washington Board of Regents during the 2022 academic year. Will holds an M.B.A. from the Foster School of Business at the University of Washington, and subsequently served on the School’s Net Impact Advisory Board for eight years.

Profile Information

Partner, Investment Manager

Trillium Asset Management

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

San Francisco

California

United States

May 15, 2024

More profiles to browse

Profile Photo
Stephanie Pascual
Portfolio Analyst
Profile Photo
Nakia Maddox-Eubanks
Investment Manager
JQ
John Quealy
Chief Investment Officer & Portfolio Manager
LM
Laura Mcgonagle
Senior Vice President & Portfolio Manager

You Might Like

JB
Joy Bunzel
Client Services
Sierra Investment Management
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
PM
Prtima MISHRA1
Software Engineer
PA TEST
JM
Justin Molina
Manager, Client Services
Wall Private Wealth