Profile
Mr. Keith A. Mills, CFA, is an Equity Research Analyst at Trillium Asset Management LLC.
He rejoined Trillium in 2009.
Mr. Mills professional experience includes a decade long career as a sell side Research Analyst at PaineWebber and UBS Investment Bank, where he covered the U.S.
Lodging and Real Estate Investment Trusts (REITs) industries.
At those firms, he was a member of PaineWebber’s number one ranked REITs Research Team per Institutional Investor’s (Extel) All-America Research Team polls in the late 1990s and Team Leader of UBS’s U.S.
Real Estate and Lodging Research Team during 2003-05.
While attending Bentley, Keith interned with Trillium in 1994-95 focusing on both ESG and financial research.He is a CFA Charterholder.
He earned his B.A. in Business Administration from Roger Williams and an MSF from Bentley University.
Keith Mills active positions
| Companies | Position | Start |
|---|---|---|
Trillium Asset Management LLC
Trillium Asset Management LLC Investment ManagersFinance Trillium combines impactful investment solutions with active ownership. Thier investment processes are focused on finding companies with strong growth prospects that are attractively priced and meet their ESG criteria/requirements. The firm’s analysts and portfolio managers conduct bottom-up, fundamental research on the companies, simultaneously reviewing both traditional financial and ESG metrics that they believe can add value to each strategies’ investment process. | Analyst-Equity | 01/01/2009 |
Former positions of Keith Mills
| Companies | Position | End |
|---|---|---|
Painewebber Group, Inc.
Painewebber Group, Inc. Investment Banks/BrokersFinance Provides services in connection with the purchase and sale of securities, and option contracts | Analyst-Equity | 31/12/1999 |
UBS Investment Bank (US)
UBS Investment Bank (US) Investment Banks/BrokersFinance Provides investment banking services | Corporate Officer/Principal | - |
Training of Keith Mills
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Trillium Asset Management LLC
Trillium Asset Management LLC Investment ManagersFinance Trillium combines impactful investment solutions with active ownership. Thier investment processes are focused on finding companies with strong growth prospects that are attractively priced and meet their ESG criteria/requirements. The firm’s analysts and portfolio managers conduct bottom-up, fundamental research on the companies, simultaneously reviewing both traditional financial and ESG metrics that they believe can add value to each strategies’ investment process. | Finance |
Painewebber Group, Inc.
Painewebber Group, Inc. Investment Banks/BrokersFinance Provides services in connection with the purchase and sale of securities, and option contracts | Finance |
Bentley University
Bentley University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Roger Williams University
Roger Williams University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
UBS Investment Bank (US)
UBS Investment Bank (US) Investment Banks/BrokersFinance Provides investment banking services | Finance |
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