![Samuel B. Jones](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profile
Mr. Jones entered the investment business in 1967, and was affiliated with four other organizations, most recently Keystone Investment Management Corporation, prior to joining Trillium Asset Management in 1992.
He has served as Chairman of the Standards and Policy Subcommittee of the Association for Investment Management and Research, and is now a member of the Standards of Practice Council.
Mr. Jones is a past president of the Security Analysts Society of San Francisco, and currently serves on the Board of Directors of the Boston Securities Analysts Society.
Mr. Jones is a Chartered Financial Analyst charterholder.
Former positions of Samuel B. Jones
| Companies | Position | End |
|---|---|---|
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 | 30/01/2009 |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
26
1st degree connections
1
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
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 |
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