Meet Our Team

For nearly three decades Trillium has delivered competitive investment performance,  honing one of the most sophisticated and disciplined investment processes in the field of sustainable and responsible investing. Using multiple analytic inputs and an in-house ESG Research and Shareholder Advocacy staff, we construct portfolios that integrate social screens with the risk and return characteristics of broad market benchmarks.

Our portfolio managers average over twenty years of investment experience.  We service clients nationwide, from our headquarters in Boston and additional offices in the San Francisco Bay area and Durham.

Staff

CEO

Matthew W. Patsky, CFA

Matt is CEO and a senior portfolio manager.

Portfolio Managers

Matthew W. Patsky, CFA

Matt is CEO and a senior portfolio manager.

Cheryl I. Smith, Ph.D., CFA

Cheryl is President and a senior portfolio manager.

Stephanie R. Leighton, CFA

Stephanie is our Chief Investment Officer, senior portfolio manager, and research analyst.

F. Farnum Brown, Jr., PhD.

Farnum is our Chief Investment Strategist and is a senior portfolio manager, research analyst and manager of our Durham, North Carolina office.

Laura L. McGonagle, CFA

Laura is a portfolio manager and an equity research analyst.

Will Lana

Will is a portfolio manager and research analyst in our San Francisco office.

Susan Baker

Susan is a portfolio manager and an analyst on our ESG Research & Shareholder Advocacy Team.

Investment/ESG Research Analysts

Shelley Alpern

Shelley is the Director of ESG Research & Shareholder Advocacy.

Susan Baker

Susan is a portfolio manager and an analyst on our ESG Research & Shareholder Advocacy Team.

Shelly Demerle

Shelly is our trader and operations specialist.

Jonas Kron, Esq.

Jonas is the Deputy Director of ESG Research & Shareholder Advocacy.

Natasha L. Lamb

Natasha is an equity research analyst and assistant portfolio manager.

Catherine Levy

Catherine is an ESG research associate.

Keith Mills

Keith is an equity research analyst and assistant portfolio manager.

Bill Noland

Bill is a quantitative analyst and portfolio associate.

Portfolio Associates

Pat Davidson

Pat is a portfolio manager assistant.

Andrea Dixon

Andrea is a portfolio associate.

David Henry

Dave is a portfolio associate.

Seth Magaziner

Seth is a portfolio associate.

Brianna Murphy

Brianna is a portfolio associate.

Bill Noland

Bill is a quantitative analyst and portfolio associate.

Randy Rice

Randy is a senior portfolio associate and our Community Investments Manager.

Administration/Finance

Lesli O’Connell

Lesli is the firm’s controller.

Tauby Warriner

Tauby is an accounting associate.

Rita Zukauskas

Rita is the receptionist in our Boston office.

Operations

Nancy Chu

Nancy is an operations associate.

Diane DeBono-Schafer

Diane is the Chief Compliance Officer and Director of Operations.

Christopher Demetropoulos

Chris is a trading and operations associate.

Rosita Londono

Rosita is an operations associate.

Marketing

Lisa MacKinnon

Lisa is our marketing manager.

Board of Directors

Diane DeBono-Schafer -

Diane is the Chief Compliance Officer and Director of Operations.

Robert Glassman -

Co-Founder and current Co-Chairman, Wainwright Bank & Trust Company

Sally Greenberg -

Executive Director, National Consumers League

Charles Grigsby -

Carol O’Cleireacain, Ph.D. -

Non-resident Senior Fellow, Brookings Institution

John Plukas -

Co-Founder and current Co-Chairman, Wainwright Bank & Trust Company

Randy Rice -

Randy is a senior portfolio associate and our Community Investments Manager.

George Rooks -

Nancy Rosenzweig -

Elliott Sclar -

Professor, Urban Planning and International Affairs, Columbia University

Cheryl I. Smith, Ph.D., CFA -

Cheryl is President and a senior portfolio manager.

William Torbert -

Professor Emeritus, Carroll School of Management, Boston College

Matthew W. Patsky, CFA -

Matt is CEO and a senior portfolio manager.


^back to top^