Career history of Shelley Alpern
Former positions of Shelley Alpern
| Companies | Position | Start | End |
|---|---|---|---|
Clean Yield Group, Inc.
 Clean Yield Group, Inc. Investment ManagersFinance Clean Yield Group, Inc. is a wealth management firm and registered investment advisor headquartered in Norwich, Vermont. The firm does business as Clean Yield Asset Management (CYAM). CYAM provides investment advisory services to clients, including individuals, institutions, trusts, and foundations. | Director of Research - Equity | 2012-09-30 | 2017-03-31 |
| Cultural Survival, Inc. | Corporate Officer/Principal | - | - |
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. | Analyst-Equity | 1993-12-31 | - |
| Analyst-Fixed Income | 1993-12-31 | 2009-07-29 |
Training of Shelley Alpern
| University of Pennsylvania | Undergraduate Degree |
| The University of Texas at Austin | Graduate Degree |
Statistics
International
| United States | 6 |
Operational
| Analyst-Equity | 1 |
| Analyst-Fixed Income | 1 |
| Undergraduate Degree | 1 |
Sectoral
| Finance | 3 |
| Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 3 |
|---|---|
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 |
| Cultural Survival, Inc. | |
Clean Yield Group, Inc.
Clean Yield Group, Inc. Investment ManagersFinance Clean Yield Group, Inc. is a wealth management firm and registered investment advisor headquartered in Norwich, Vermont. The firm does business as Clean Yield Asset Management (CYAM). CYAM provides investment advisory services to clients, including individuals, institutions, trusts, and foundations. | Finance |
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