Nakia Maddox-Eubanks
Investment Manager at Trillium Asset Management- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Experience
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Trillium Asset Management
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United States
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Investment Management
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1 - 100 Employee
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Investment Manager
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Feb 2022 - Present
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BNY Mellon Wealth Management
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United States
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Financial Services
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700 & Above Employee
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Senior Wealth Manager
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Jan 2020 - Jan 2022
Boston, Massachusetts
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Portfolio Strategist
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Mar 2019 - Nov 2019
Boston, Massachusetts
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CIBC Private Wealth US
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United States
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Financial Services
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300 - 400 Employee
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Senior Vice President, Relationship Manager
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Mar 2012 - Feb 2019
Greater Boston Area
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Loring, Wolcott & Coolidge Trust, LLC
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United States
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Financial Services
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1 - 100 Employee
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Assistant Portfolio Manager
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Sep 2007 - Jul 2009
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Wellington Management
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United States
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Investment Management
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700 & Above Employee
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Client Service Analyst
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2005 - 2007
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Fidelity Investments
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United States
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Financial Services
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700 & Above Employee
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Analyst
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2001 - 2005
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Relationship Management
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1997 - 2001
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Education
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Bentley University - McCallum Graduate School of Business
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Bentley University
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Series 65
Community
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