
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
PD
Pat Davidson
Portfolio Associate

Matthew Patsky
CEO & Portfolio Manager
CS
Cheryl Smith
Economist and Portfolio Manager
EL
Elizabeth Levy
Director of Research
You Might Like
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management