Kathleen M Bochman
Investment adviser representative at Trillium Asset Management
19 yearsExperience
1 stateRegistered in
CFADesignation
$4.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
19 years in the industry.
- Trillium Asset Management, LLCSep 2024 to now
- ModernaMay 2023 to Jun 2024
- Fidelity InvestmentsSep 2022 to Apr 2023
- Loomis Sayles & CoJun 2007 to Sep 2022
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MA).
Trillium Asset Management
Legal name: Trillium Asset Management, LLC
$4.3BAssets managed
2,043Clients
12Advisers
43 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7994183
- Firm CRD
- 110901