Career history of Lisa Cooper
Former positions of Lisa Cooper
| Companies | Position | Start | End |
|---|---|---|---|
Trillium Asset Management LLC
 Trillium Asset Management LLC Investment ManagersFinance Trillium Asset Management LLC is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Joan Bavaria in 1982 as Franklin Research & Development Co. Trillium Asset Management manages equity, fixed income, and balanced separate accounts for individuals, foundations, endowments, religious institutions and other non-profit and for-profit institutional clients. | Director of Research - Equity | 1998-12-31 | 2008-12-31 |
| Portfolio Manager-Equities | 1998-12-31 | 2008-12-31 | |
| Portfolio Manager-Fixed Income | 1998-12-31 | 2008-12-31 | |
| Smith Barney Asset Management | Portfolio Manager-Equities | - | 1998-12-30 |
Nelson Capital Management LLC
 Nelson Capital Management LLC Investment ManagersFinance Nelson Capital Management LLC is a wealth management firm and registered investment advisor located in Foster City, California. The firm was founded and registered with the SEC in 1974 and was acquired by Wells Fargo & Co. (NYSE: WFC) in 2002. | Investment Committee Member | 2009-11-02 | - |
| Portfolio Manager-Equities | 2009-11-02 | - | |
Boise, Inc.
 Boise, Inc. Pulp & PaperProcess Industries Boise, Inc. manufactures paper products. It offers linerboards packaging segment which are used in manufacture of corrugated sheets, containers and corrugated sheets. The company is headquartered in Boise, ID. | Corporate Officer/Principal | - | - |
Ten Thousand Villages (Pennsylvania)
 Ten Thousand Villages (Pennsylvania) Specialty StoresRetail Trade Ten Thousand Villages owns and operates as a gift store. The firm offers jewelry, accessories, kitchen and dining products, wall decor, games, gift cards, and special/ bulk orders. The company is headquartered in Akron, PA. | Corporate Officer/Principal | - | - |
The Social Investment Forum
 The Social Investment Forum Miscellaneous Commercial ServicesCommercial Services The Social Investment Forum provides investment advice. Its programs include Center for Sustainable Investment Education and Global Sustainable Investment. The company is headquartered in Washington, DC. | Corporate Officer/Principal | - | - |
Training of Lisa Cooper
| California Polytechnic State University (San Luis Obispo) | Undergraduate Degree |
| University of Pennsylvania | Masters Business Admin |
Statistics
International
| United States | 9 |
Operational
| Portfolio Manager-Equities | 3 |
| Corporate Officer/Principal | 3 |
| Director of Research - Equity | 1 |
Sectoral
| Finance | 4 |
| Consumer Services | 3 |
| Commercial Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 6 |
|---|---|
Trillium Asset Management LLC
Trillium Asset Management LLC Investment ManagersFinance Trillium Asset Management LLC is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Joan Bavaria in 1982 as Franklin Research & Development Co. Trillium Asset Management manages equity, fixed income, and balanced separate accounts for individuals, foundations, endowments, religious institutions and other non-profit and for-profit institutional clients. | Finance |
| Smith Barney Asset Management | Finance |
The Social Investment Forum
The Social Investment Forum Miscellaneous Commercial ServicesCommercial Services The Social Investment Forum provides investment advice. Its programs include Center for Sustainable Investment Education and Global Sustainable Investment. The company is headquartered in Washington, DC. | Commercial Services |
Ten Thousand Villages (Pennsylvania)
Ten Thousand Villages (Pennsylvania) Specialty StoresRetail Trade Ten Thousand Villages owns and operates as a gift store. The firm offers jewelry, accessories, kitchen and dining products, wall decor, games, gift cards, and special/ bulk orders. The company is headquartered in Akron, PA. | Retail Trade |
Boise, Inc.
Boise, Inc. Pulp & PaperProcess Industries Boise, Inc. manufactures paper products. It offers linerboards packaging segment which are used in manufacture of corrugated sheets, containers and corrugated sheets. The company is headquartered in Boise, ID. | Process Industries |
Nelson Capital Management LLC
Nelson Capital Management LLC Investment ManagersFinance Nelson Capital Management LLC is a wealth management firm and registered investment advisor located in Foster City, California. The firm was founded and registered with the SEC in 1974 and was acquired by Wells Fargo & Co. (NYSE: WFC) in 2002. | Finance |
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