ESG Large Cap Core Fund 

Cheryl is a portfolio manager and economist at Trillium Asset Management, where she began her investment management career in 1987. In 1992, she joined United States Trust Company, now known as Walden Asset Management, as a portfolio manager. She rejoined Trillium in 1997 and, in addition to working at the firm, is a board member of Oikocredit USA and Cornerstone Capital. Cheryl earned a B.S. in Foreign Service from Georgetown University School of Foreign Service and an M.A., M.Phil., and Ph.D. in Economics from Yale University, and holds the Chartered Financial Analyst designation.

Mitali is a portfolio manager and research analyst for Trillium Asset Management, where she contributes to the firm’s small/mid-cap core, large-cap core, and growth and income strategies covering the industrials and materials sectors. She previously was a portfolio manager and equity research analyst at Washington Capital Management, where she covered multiple industry sectors and managed portfolios. She held similar portfolio manager and equity analyst roles at OFI Institutional (Oppenheimer Funds) and Babson Capital Management, where she started her career in 1994. Mitali earned a B.E. in Electronics and Telecommunications Engineering from the Delhi Institute of Technology in New Delhi, India, and an M.A. in International Affairs from Columbia University in New York. In addition, she earned an M.B.A. from the Indian Institute of Management in Bangalore, India. She holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society Boston.