Margret Trilli

Margret Trilli

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CEO and Chief Investment Officer at ImpactAssets
San Francisco, California, United States

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Résumé


Jobs verified_user 0% verified
  • Natural Resources Defense Council NRDC
    Board Member, Investment Committee
    Natural Resources Defense Council NRDC
    Nov 2021 - Current (4 years 9 months)
  • WaterEquity
    Board Member
    WaterEquity
    Sep 2021 - Current (4 years 11 months)
  • K
    LP Advisory Board
    Kiva Refugee Fund
    Mar 2021 - Current (5 years 5 months)
  • ImpactAssets
    CEO and Chief Investment Officer
    ImpactAssets
    Apr 2020 - Current (6 years 4 months)
  • K
    Investment Committee
    Kauffman Foundation Catalytic Capital Fund
    Oct 2018 - Current (7 years 10 months)
  • ImpactAssets
    President and Chief Investment Officer
    ImpactAssets
    Oct 2018 - Apr 2020 (1 year 7 months)
  • W
    Board Member
    WattIQ
    Jun 2015 - Current (11 years 2 months)
  • W
    Board Member
    WattIQ
    Jun 2015 - Current (11 years 2 months)
  • I
    Managing Partner
    Intentional Capital
    Sep 2012 - Current (13 years 11 months)
    Intentional Capital is a boutique venture firm focused on sourcing and evaluating private placements for family offices in seed-to-late stage venture and growth stage companies primarily in tech, fintech, climate solutions, renewable energy, infrastructure and resource scarcity, sustainable food systems, education and health & wellness. We evaluate and measure the impact of the investments we make with the same rigor we use in our investment decision process. Our clients are intentionally activating their wealth to address some of humanity's greatest challenges.
  • C
    Board Member | Investment Committee Member
    Confidential Family Office
    Sep 2007 - Current (18 years 11 months)
    As Board and Investment Committee member, oversee all activities of the family office including staffing and compensation, operating companies, real asset and investment portfolio management, VC/PE investment process, family governance, next generation education, accounting and reporting, tax and estate planning. - Investment Committee - Succession Committee - Compensation Committee - Audit Committee
  • C
    Officer/VP/MD, Strategy and Acquisitions
    CHARLES SCHWAB FINANCIAL
    Apr 2007 - Feb 2012 (4 years 11 months)
    - Head of Strategy and Acquisitions: Led Schwab's Advisor Services'​ business strategy and planning and oversaw the enterprise's portfolio of projects and investments. Led segment management for Family Offices, Multi-family Offices and RIAs. - Acquisition Analysis and Integration: led/participated in identification and due diligence of acquisition targets. Led the integration analysis for newly acquired company. - Head of Global and UHNW Client Experience: Responsible for the general management, product management, product marketing and strategy for Schwab's international investing and trading services. Interim head of Ultra High Net Worth Client Segment Management. - Head of Strategy and Competitive Development: Managed a busines
  • B
    Principal, Global Head of Market Data and Research Analytics
    Barclays Global Investors
    May 2002 - May 2005 (3 years 1 month)
    Provided global, executive leadership for the firm's market data and investment research enterprise including financial/investment data, research and core investment analytics. Oversaw globally all related functions: data analytics, product strategy, client service and relationship management, operations, vendor/supplier management and technology (applications development.) Developed and implemented business model and product strategy that increased productivity by 10x. Led the reengineering and globalization of operations and technology across San Francisco, London, Tokyo, Sydney and Toronto locations, creating 45% efficiency gain and +60% precision gain. Also served as Executive Sponsor to the firm's Margin Improvement Initiative yie
  • B
    Principal, Global Product Head
    Barclays Global Investors
    Jun 1999 - May 2002 (3 years)
    Led data and analytics teams, applications development teams and relationship management teams in London, Tokyo, Sydney, Toronto and San Francisco. As a member of the global executive leadership team, developed a global technology strategy resulting in the global reengineering of technologies and systems and the implementation of global technology plaforms. Personally led the design and implementation of the global technology and operating model for Market Data, Analytics and Research.
Education verified_user 0% verified
  • UC Santa Barbara
    Bachelor's degree, Economics
    UC Santa Barbara
Projects (professional or personal) verified_user 0% verified
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