Investment/ESG Research & Shareholder Advocacy 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

Portfolio Managers

Matthew W. Patsky, CFA

Cheryl I. Smith, Ph.D., CFA

Stephanie R. Leighton, CFA

F. Farnum Brown, Jr., Ph.D.

Will Lana, CFA

Paul Hilton, CFA

Investment/ESG Research Analysts

Shelley Alpern

Susan Baker

Shelly Demerle

Jonas Kron, Esq.

Natasha L. Lamb

Catherine Pargeter

Keith Mills

Bill Noland

Laura L. McGonagle, CFA

Portfolio Associates

Pat Davidson

Andrea Dixon

David Henry

Seth Magaziner

Brianna Murphy

Randy Rice

Marketing

Lisa MacKinnon


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