Margret Trilli Email & Phone Number
CEO and Chief Investment Officer @ ImpactAssets Capital Partners
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Margret Trilli Location
- California, United States
Margret Trilli Work
- 2021 -now CEO and Chief Investment Officer @
- 2020 -now CEO and Chief Investment Officer @
- 2018 -2020 President and Chief Investment Officer @
- 2021 -now Board Member @
- 2012 -now Managing Partner @
- 2012 -now Board Member | Investment Committee Member @ [Confidential Family Office]
- 2021 -2023 LP Advisory Board @
- 2015 -2022 Board Member @
- 2018 -2022 Investment Committee @
- 2007 -2012 Officer and VP and MD, Strategy and Acquisitions @
- 2002 -2005 Principal, Global Head of Market Data and Research Analytics @
- 1999 -2002 Principal, Global Product Head @
- 1992 -1999 Principal and Associate, Portfolio Management and Accounting (various) @ Wells Fargo Nikko Trust Company (acquired by Barclays in 1996)
Margret Trilli Education
- Stanford University Graduate School of Business
(Elected to Class President)
2006-2006 - University of California, Santa Barbara
Bachelor's degree (Economics)
Margret Trilli Skills
- Business Strategy
- Microsoft Office
- Microsoft Word
- Social Media
- Program Management
- Change Management
- Segment Management
- Strategic Planning
- Board Level
- Strategy
- Microsoft Excel
- Public Speaking
- Portfolio Accounting
- Product Marketing
- Alternative Investments
- Leadership
- Growth Strategies
- Strategic Partnerships
- Fixed Income
- Information Technology Strategy
- Valuation
- Portfolio Management
- Performance Attribution
- Global Management
- Investments
- Relationship Management
- Client Services
- Financial Risk
- Hedged Strategies
- Finance
- Multi Currency Accounting
- Asset Allocation
- Financial Services
- Margin Improvement
- Wealth Management
- Mutual Funds
- Management Consulting
- Advisory Boards
- Strategies
- Operations Management
- Acquisitions
- Investment Manager Selection
- Asset Management
- Enterprise Software
- Applications Development Management
- International Investing
- Outsourcing Strategy
- Strategic Negotiations
- Management
- ETFs
- Key Account Relationship Management
- Trading
- Outsourcing
- Analytics
- Mergers and Acquisitions
- Client Service
- Securities
- Investment Management
Margret Trilli Summary
- Margret Trilli, based in California, United States, is currently a CEO and Chief Investment Officer at ImpactAssets Capital Partners. Margret Trilli brings experience from previous roles at ImpactAssets, WaterEquity and Intentional Capital. Margret Trilli holds a 2006 - 2006 Stanford University Graduate School of Business. With a robust skill set that includes Business Strategy, Microsoft Office, Microsoft Word, Social Media, Program Management and more. Margret Trilli has 6 emails on RocketReach.
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Others Named Margret Trilli
Margret Trilli
CEO and Chief Investment Officer
California, United States
Top ImpactAssets Capital Partners Employees
Pooja Eppanapally
Senior Associate, Portfolio Management and Monitoring
Los Angeles, CA, US
Carolina Madrid
Senior Associate, Investments (Climate Solutions)
Cleveland, OH, US
Margret Trilli
CEO and Chief Investment Officer
California, United States
Sarah Coggins
Director
San Francisco, CA, US
Sandra Kartt
Deputy Chief Investment Officer
New York, NY, US
Ashley Cohen
Principal, Investments
Santa Monica, CA, US
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