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Cheryl Irene Smith

Trillium Asset Management

Boston, MA

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Current Employers
Trillium Asset Management

One Congress Street Suite 3101, Boston, MA 02114 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2015-05-08
MA RA APPROVED 1997-12-25
  • TX RA
    APPROVED_RES
    Since 2015-05-08
  • MA RA
    APPROVED
    Since 1997-12-25

Branch Locations

Two Financial Center 60 South St., Suite 1100, Boston, MA 02111 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Trillium Asset Management Boston MA 11/1997 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-07-25
S65 Uniform Investment Adviser Law Examination 1998-02-20
  • S63 Uniform Securities Agent State Law Examination
    2000-07-25
  • S65 Uniform Investment Adviser Law Examination
    1998-02-20
Designations

View on SEC IAPD

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Holly A Dumlupinar
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Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

More in Boston, MA

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