Mitali S. Prasad
Analyst-Equity at Trillium Asset Management LLC
Profile
Ms. Mitali S.
Prasad, CFA MBA, is a Portfolio Manager & Research Analyst at Trillium Asset Management LLC.
She is a Portfolio Manager on the Small/Mid Cap Core and Growth and Income strategies, and a Research Analyst covering Industrials and Materials Sectors.
Prior to joining Trillium, Ms. Prasad was a Portfolio Manager and Equity Analyst at Washington Capital Management where she covered multiple industry sectors as well as Prior to joining Trillium in 2016, she was a Portfolio Manager and Equity Analyst at Washington Capital Management where she covered multiple industry sectors as well as managed MID and SMID GARP portfolios.
Before joining Washington Capital Management, she was a Portfolio Manager at OFI Institutional Asset Management, a subsidiary of Oppenheimer Funds/Mass Mutual.
She moved to OFI Institutional from Babson Capital Management where she was an Equity Analyst/Portfolio Manager on their small and mid cap portfolios.
She served as a Treasurer and Investment Committee Chair.
Ms. Prasad holds a Bachelor of Electronics and Telecommunications Engineering from the Delhi Institute of Technology in New Delhi, India and received a Master of International Affairs with a Major in Finance from Columbia University in New York.
She also holds an M.B.A.
from the Indian Institute of Management in Bangalore, India.
She is a Chartered Financial Analyst charter holder and a member of the CFA Institute and the CFA Society Boston, serving on its SRI committee from 2008 – 2010 and as Chair of its Value Investing committee from 2009-2013.
Mitali S. Prasad active positions
| Companies | Position | Start |
|---|---|---|
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 | 31/12/2015 |
Former positions of Mitali S. Prasad
| Companies | Position | End |
|---|---|---|
Barings LLC
 Barings LLC Investment ManagersFinance Barings LLC is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Founded in 1940, the firm is direct subsidiary of MM Asset Management Holding LLC and their ultimate parent is Massachusetts Mutual Life Insurance Co. (MassMutual). MassMutual?s affiliated companies include financial services companies that provide investment management services and individual protection insurance to clients worldwide. Barings provides a broad range of investment advisory and management services to institutional clients, registered investment companies, and other pooled investment vehicles. | Analyst-Equity | 30/12/2005 |
Washington Capital Management, Inc.
 Washington Capital Management, Inc. Investment ManagersFinance Washington Capital Management, Inc. (WaCap) is an independent, SEC-registered investment advisor headquartered in Seattle, Washington. Founded in 1977, WaCap provides both privately offered commingled pooled investment funds (including feeder funds) and separately managed accounts. The firm serves as an investment manager primarily for institutional investors and accounts, such as pension and profit-sharing plans, corporations, charitable organizations, and governmental entities. | Analyst-Equity | - |
OFI Global Institutional, Inc.
 OFI Global Institutional, Inc. Investment ManagersFinance Founded in 1974, OFI Global Institutional, Inc. is a SEC-registered investment advisor headquartered in New York City. The firm is also a commodity pool operator and commodity trading advisor registered with the U.S. Commodity Futures Trading Commission and the National Futures Association. OFI Global Institutional is a wholly-owned subsidiary of OppenheimerFunds, Inc. (OFI), which, in turn, is a wholly-owned subsidiary of Oppenheimer Acquisition Corp. (OAC). Massachusetts Mutual Life Insurance Co. (MassMutual), through its subsidiary, is the indirect primary shareholder of OAC. The firm provides investment advisory services to various types of clients, including trusts, pension plans, insurance company separate accounts, foundations, corporations, ERISA qualified retirement plans, governmental plans, foreign entities (including governmental entities, corporations, investment companies and pension plans), mutual funds, private funds, and bank sponsored collective investment trusts. | Analyst-Equity | 30/12/2008 |
Training of Mitali S. Prasad
| Indian Institute of Management Ahmedabad | Masters Business Admin |
| The Trustees of Columbia University in The City of New York | Graduate Degree |
| Delhi Institute of Technology, Management & Research | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Barings LLC
Barings LLC Investment ManagersFinance Barings LLC is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Founded in 1940, the firm is direct subsidiary of MM Asset Management Holding LLC and their ultimate parent is Massachusetts Mutual Life Insurance Co. (MassMutual). MassMutual?s affiliated companies include financial services companies that provide investment management services and individual protection insurance to clients worldwide. Barings provides a broad range of investment advisory and management services to institutional clients, registered investment companies, and other pooled investment vehicles. | Finance |
OFI Global Institutional, Inc.
OFI Global Institutional, Inc. Investment ManagersFinance Founded in 1974, OFI Global Institutional, Inc. is a SEC-registered investment advisor headquartered in New York City. The firm is also a commodity pool operator and commodity trading advisor registered with the U.S. Commodity Futures Trading Commission and the National Futures Association. OFI Global Institutional is a wholly-owned subsidiary of OppenheimerFunds, Inc. (OFI), which, in turn, is a wholly-owned subsidiary of Oppenheimer Acquisition Corp. (OAC). Massachusetts Mutual Life Insurance Co. (MassMutual), through its subsidiary, is the indirect primary shareholder of OAC. The firm provides investment advisory services to various types of clients, including trusts, pension plans, insurance company separate accounts, foundations, corporations, ERISA qualified retirement plans, governmental plans, foreign entities (including governmental entities, corporations, investment companies and pension plans), mutual funds, private funds, and bank sponsored collective investment trusts. | Finance |
Washington Capital Management, Inc.
Washington Capital Management, Inc. Investment ManagersFinance Washington Capital Management, Inc. (WaCap) is an independent, SEC-registered investment advisor headquartered in Seattle, Washington. Founded in 1977, WaCap provides both privately offered commingled pooled investment funds (including feeder funds) and separately managed accounts. The firm serves as an investment manager primarily for institutional investors and accounts, such as pension and profit-sharing plans, corporations, charitable organizations, and governmental entities. | Finance |
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 |
- Stock Market
- Insiders
- Mitali S. Prasad
