Advisor at Trillium Asset Management
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Firm
Trillium Asset Management
Location
Boston, MA 02114
Credentials
Series 65
Industry experience
4 years
Nakia Maddox Eubanks is a financial advisor at Trillium Asset Management with four years of industry experience. She previously worked at BNY Mellon, Bainco International Investors LLC, and Atlantic Trust Private Wealth Management. Nakia serves on the local board of Jumpstart, a national early education organization, and is involved with Tomorrow's Women Today and the Boston Women's Leadership Council. Trillium Asset Management provides discretionary portfolio management to individuals, trusts, pension plans, charitable institutions, and other institutional clients. The firm integrates ESG research with fundamental analysis and employs exclusionary screens and active ownership as part of its investment approach.
Based on Trillium Asset Management
Based on Trillium Asset Management
$0 - $5,000,000: 0.85% per annum $5,000,000+: 0.50% per annum
Account minimum: $5,000,000
One Congress Street, Suite 3101
Boston, MA 02114
Massachusetts
Trillium Asset Management, LLC
2022 - Present (4 years)
BNY Mellon
2020 - 2022 (2 years)
Bainco International Investors LLC
2019 - 2019 (1 year)
Atlantic Trust Private Wealth Management
2012 - 2019 (7 years)
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I began my career in the financial services industry nearly ten years ago. Prior to founding Dreamfield Planning Group, I served as an associate wealth management advisor at Sconset Wealth Management—an advisory practice nested in the downtown Boston office of Northwestern Mutual—where I developed financial plans and managed investment assets. In a preceding role in the same office, I led an internal business unit providing investment consulting services to multiple financial advisors representing more than $200 million of assets under management (AUM). Previous to that, I served as an associate financial advisor at a Foxborough, Massachusetts financial planning practice and as a research analyst at a Cambridge, Massachusetts public policy research firm. I hold a Bachelor of Arts in History from Hendrix College and a Master of Public Policy from Georgetown University. I am both a CERTIFIED FINANCIAL PLANNER™ and a CFA Charterholder. I have lived for many years in Milton, Massachusetts with my wife Allie and our son Ben. In my spare time, I enjoy travel, reading, playing guitar, and taking long walks with the family dog, Louie.
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