Keith Andrew Mills
Analyst-Equity at Trillium Asset Management LLC
Profile
Mr. Keith A.
Mills, CFA, is a Research Analyst at Trillium Asset Management LLC.
He rejoined Trillium in 2009 and in his analyst roll at the firm is responsible for the Healthcare and Real Estate sectors, but in the past covered the financials, materials, and utilities sectors.
Mr. Mills professional experience includes a decade long career as a Sell side Research Analyst at PaineWebber and UBS Investment Bank where he covered the U.S.
lodging and real estate investment trusts industries.
At those firms, he was a member of PaineWebber’s number one ranked REITs Research Team per Institutional Investor’s All-America Research Team polls in the late 1990s and team leader of UBS’s U.S.
Real Estate and Lodging Research Team during 2003-05.
He is a Chartered Financial Analyst charterholder and member of the CFA Institute and CFA Society Boston.
In 1995, Keith completed a Master of Science in Finance degree from Bentley University.
He also holds a Bachelor of Science in Business Administration from Roger Williams University, where he is a member of the RWU Mario J.
Gabelli School of Business Dean’s Advisory Council.
Keith Andrew Mills 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 | 2008-12-31 |
Former positions of Keith Andrew Mills
Companies | Position | End |
---|---|---|
Painewebber Group, Inc. | Analyst-Equity | 1999-12-30 |
UBS Investment Bank (US)
UBS Investment Bank (US) Investment Banks/BrokersFinance UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA. | Corporate Officer/Principal | - |
Training of Keith Andrew Mills
Bentley University | Graduate Degree |
Roger Williams University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 3 |
---|---|
Painewebber Group, Inc. | 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 |
UBS Investment Bank (US)
UBS Investment Bank (US) Investment Banks/BrokersFinance UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA. | Finance |
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