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Trillium Asset Management Hires SRI Veteran Paul Hilton

trillium — Fri, 02 Sep 2011 14:55:55 +0000

Trillium Asset Management is pleased to announce that Paul Hilton, CFA, has joined the firm as a portfolio manager. Paul has been involved in sustainable and responsible investing for over 15 years, working on both the investment and sustainability research and advocacy sides.

“We’re delighted to have Paul join Trillium. His long history as an innovator in the field of SRI augments the deep talent already in place at Trillium,” commented Trillium CEO Matt Patsky. Paul has worked with Trillium staff over the years on various projects, including the co-founding of SIRAN (Social Investment Research Analyst Network, a national group of analysts working to promote dialogue with companies about corporate responsibility). “Everyone looks forward to having him on the Trillium team,” Matt said.

Paul joins us at a very exciting time, as we are experiencing significant growth in institutional and individual assets in the past year. Our strong performance record and shareholder advocacy victories have been generating increasing demand for our services. “Having another experienced portfolio manager allows us to effectively manage this growth,” he added.

Paul told Investing for a Better World, “I am very excited to join the outstanding team of socially responsible investment (SRI) professionals at Trillium, to help further build the brand and expand our footprint into new channels. I also look forward to leveraging my experience integrating environment, social, and governance (ESG) research with financial analysis to continue to build strong portfolios for clients. Trillium is at the forefront of ESG integration, and I am thrilled to be a key member in helping to chart this evolving course.”

Prior to joining Trillium, Paul was a vice president for sustainable investment business strategy at Calvert Investments, leading SRI product and business development, with a particular focus on the institutional and international arenas. He also previously held senior positions within Calvert’s Equities and Marketing Departments. Prior to Calvert, Paul was a portfolio manager for SRI at The Dreyfus Corporation. At Dreyfus he was responsible for social research and advocacy for the Dreyfus Premier Third Century Fund and its variable annuity counterpart, the Dreyfus Socially Responsible Growth Fund. He also served as a research analyst in the Social Awareness Investment program at Smith Barney Asset Management, then a division of Citigroup. Paul started his career in the field as an analyst with the Council on Economic Priorities, a nonprofit known for the influential consumer guidebook Shopping for a Better World.

Paul is a former treasurer of the United Nations Environment Programme Finance Initiative (UNEP-FI) and a former co-chair of its Asset Management Working Group. In addition, Paul serves on the board of the Social Investment Forum. A Chartered Financial Analyst, he holds master’s degrees in anthropology and education from New York University and Roberts Wesleyan College, respectively.

Paul is a frequent commentator on SRI to the financial media. He was co-project lead on the influential UNEP-FI report of the Asset Management Working Group, Fiduciary Responsibility – Legal and Practical Aspects of Integrating Environmental, Social and Governance Issues into Institutional Investment.

Paul Hilton, CFA

lmackinnon — Tue, 07 Jun 2011 14:48:49 +0000

Paul is a portfolio manager, joining Trillium in June 2011. He has been involved in sustainable and responsible investing for over 15 years, working on both the investment and sustainability research and advocacy sides.

Prior to joining Trillium, Paul was Vice President, Sustainable Investment Business Strategy at Calvert Investments, leading SRI product and business development, with a particular focus on the institutional and international arenas. He also previously held senior positions within Calvert’s Equities and Marketing Departments. Paul has also served as Portfolio Manager for Socially Responsible Investing at The Dreyfus Corporation, then a division of Mellon Bank, and as Research Analyst in the Social Awareness Investment (SAI) program at Smith Barney Asset Management, then a division of Citigroup. Paul started his career in the field of SRI as an analyst with the Council on Economic Priorities, a non-profit known for an influential consumer guidebook called “Shopping for a Better World.”

Paul serves as Vice Chair of the board of US SIF, the U.S. membership association for professionals, firms, institutions and organizations engaged in socially responsible and sustainable investing. Paul is also former Treasurer of the United Nations Environment Programme Finance Initiative (UNEP-FI). A Chartered Financial Analyst, he holds Master’s degrees in Anthropology from New York University and Education from Roberts Wesleyan College.

Paul is a frequent commentator on SRI to the news media, and has been quoted in Pensions & Investments, Investment News, Barron’s, Institutional Investor, The Wall Street Journal, The Financial Times, and The Village Voice. He was co-project lead on the influential UNEP-FI report of the Asset Management Working Group entitled: “Fiduciary Responsibility – Legal and Practical Aspects of Integrating Environmental, Social and Governance Issues into Institutional Investment.”

Seth Magaziner

lmackinnon — Wed, 11 Aug 2010 15:24:47 +0000

Seth is a portfolio associate in the Boston office. A native of Rhode Island, he worked previously at venture capital firm Point Judith Capital and spent two years teaching in rural Louisiana as a member of the Teach for America Corps. Seth holds a bachelors degree in history from Brown University and an MBA from Yale University.

Brianna Murphy

lmackinnon — Wed, 11 Aug 2010 15:24:08 +0000

Catherine Pargeter

lmackinnon — Thu, 03 Jun 2010 15:53:22 +0000

Catherine is a research analyst in our ESG department. She comes to Trillium after three years as a Natural Resource Management Peace Corps volunteer in Southern Malawi, where she worked with small businesses on their business development and creating an environmental education system for the nearby national park. Catherine hold a bachelor’s degree in Industrial and Operations Engineering from the University of Michigan and a master’s in Environmental Science and Management from the Bren School at the University of California, Santa Barbara where she specialized in Corporate Environmental Management.

David Henry

lmackinnon — Mon, 01 Feb 2010 14:01:27 +0000

Keith Mills

lmackinnon — Wed, 11 Nov 2009 21:58:17 +0000

Keith rejoined Trillium in October 2009, and is an research analyst. He is responsible for the basic materials, healthcare, and utilities sectors, as well as the commercial real estate and lodging industries.

In 1995, Keith completed a Master of Science in Finance (MSF) degree from Bentley University. While attending Bentley, he interned with Trillium focusing on both social (company vendor standards) and financial research. He also holds a Business Administration degree from Roger Williams University. Keith is a 2011 Level II candidate in the Chartered Financial Analyst Program.

He began his financial analysis career on the sell side in 1995 working for PaineWebber’s Equity Research Department as an Associate Analyst covering the U.S. Lodging Industry. He was promoted to Lodging Analyst in 1997 while working with PaineWebber’s number one ranked Real Estate Research team. In 2000, PaineWebber was acquired by UBS Investment Bank where he continued to focus on coverage of the lodging industry. In 2003, he was promoted to Team Leader of UBS’s U.S. Real Estate and Lodging Research team. He managed a team of nine covering nearly 50 U.S. companies in six real estate property sectors, as well as participating in the firm’s global coverage of the commercial real estate industry. In 2005, Keith left UBS and New York to move closer to family and friends in New England.

Matthew W. Patsky, CFA

trillium — Wed, 21 Oct 2009 05:31:51 +0000

Matt is a managing partner, CEO, and portfolio manager. He joined Trillium in October, 2009, has over 25 years of experience in investment research and investment management.

Matt began his career at Lehman Brothers in 1984 as a technology analyst. In 1989, while covering emerging growth companies for Lehman, he began to incorporate environmental, social and governance factors into his research, becoming the first sell side analyst in the United States to publish on the topic of socially responsible investing in 1994.

Matt is widely considered as an expert in socially and environmentally responsible investing. As Director of Equity Research for Adams, Harkness & Hill, he built that firm’s powerful research capabilities in socially and environmentally responsible areas such as renewable energy, resource optimization, and organic and natural products. Matt was most recently at Winslow Management Company in Boston, where he served as director of research, chairman of the investment committee and portfolio manager for the Green Solutions Strategy and the Winslow Green Solutions Fund. He has appeared on “Wall Street Week”, CNBC, ABC Evening News and Fox News, and been featured in Barron’s, the New York Times, the Wall Street Journal, the Associated Press, and other major media.

Matt is currently on the Board of Environmental League of Massachusetts, Shared Interest, and Pro Mujer. He recently served on the Board of US SIF and Root Capital. He is also a member of the Social Venture Network (SVN). Matt is a Chartered Financial Analyst charterholder and a member of the CFA Institute. He holds a Bachelor of Science in Economics from Rensselaer Polytechnic Institute.

Tags: CEO, Portfolio Managers, Staff

Lisa MacKinnon

lmackinnon — Wed, 25 Mar 2009 17:23:45 +0000

Lisa oversees the marketing and communications activities of the firm. She is a steward and builder of relationships with clients, prospects and partners and ensures the quality and effectiveness of Trillium’s communications to it’s stakeholders. Prior to Trillium in 1993 she was a marketer for an environmental technology company. Lisa is active in her community including serving as the co-President of the town Junior Women’s Club and clerk of her church. She earned her B.S. in Management with a concentration in marketing from the University of Massachusetts/Boston, College of Management

Tags: Marketing, Staff

Bill Noland

lmackinnon — Mon, 08 Sep 2008 12:54:06 +0000

Bill joined Trillium in September 2008, and is a quantitative analyst and portfolio associate. He has experience in the financial services industry with Cabot-Wellington, LLC, a family investment office, where he oversaw aspects of account operations, SEC compliance, internal operations, and worked with the Cabot Family Charitable Trust as a Grants Administrator. Bill also has extensive experience as a Human Resources professional in the nonprofit sector, serving as Director of Human Resources for Boston Ballet, Planned Parenthood League of Massachusetts, and as Employee Relations manager for Berklee College of Music. Bill holds a BA in Psychology from the University of Massachusetts and an MBA from Vanderbilt University.

Will Lana, CFA

lmackinnon — Mon, 07 Jul 2008 20:33:17 +0000

Will is a senior vice president, investment manager and research analyst in our California office. Prior to joining Trillium in 2008, Will had worked at the boutique socially responsible investment firm Journey Tree Financial. He holds an M.B.A. from the University of Washington’s Foster School of Business and a B.A. with honors from the University of California, Los Angeles. Will is a Chartered Financial Analyst charterholder. He is a member of Net Impact and serves on the board of directors for Grass Commons, a nonprofit developing software to encourage sustainable shopping habits.

Tags: Lana, Staff

Jonas Kron, Esq.

lmackinnon — Tue, 03 Jun 2008 18:16:11 +0000

With over a decade of experience in shareholder advocacy, Jonas pushes companies to improve their environmental and social behavior. He is also an advocate for shareholder rights and the integration of environmental, social and governance factors into investment decisions. As a contributor to the United Nation’s A legal framework for the integration of environmental, social and governance issues into institutional investment and other writings, Jonas is a recognized legal specialist in the field. Prior to joining Trillium, Jonas was an environmental attorney and public defender as well as outside counsel to many socially responsible investment organizations. Jonas holds J.D. and masters degrees from Vermont Law School.

Tags: Social Research & Advocacy, Staff

Natasha L. Lamb

trillium — Wed, 16 Jan 2008 19:21:30 +0000

Natasha joined Trillium Asset Management in October 2007, and is a research analyst. Natasha seeks out equity investments with strong environmental, social, and financial profiles, focusing specifically on the alternative energy, industrial, technology, and telecom sectors. While in graduate school, Natasha worked with Trillium as a sustainable investment intern, working with analysts to recommend companies from a diversity of sectors to add to the firm’s portfolios. She has consulted with leading companies such as Clif Bar and Timberland on projects to integrate social and environmental responsibility into international sourcing and operations. Prior to her graduate studies, Natasha was a manager for a sustainable retailer in Berkeley, CA. She holds an M.B.A in Sustainable Business from Bainbridge Graduate Institute, which offers a business education that combines environmental sustainability and social responsibility with innovation and profit. Natasha received her B.A. cum laude in international relations from Mount Holyoke College. She is a 2011 Level II candidate in the Chartered Financial Analyst Program.

Joan Bavaria

trillium — Mon, 26 Nov 2007 20:40:05 +0000

Joan Bavaria truly changed the lives of millions of people over the world, through her vision, her dedication, her humor, and her humanity.

She has been mentor, hero, and “boss” to those of us at Trillium for over 25 years. Joan’s gifts were a rare combination: tremendous experience and wisdom in the investment business and a passion for the markets; unending commitment to servicing clients; a unique vision for how the capital markets intersect with society and the environment; an uncanny instinct for points of leverage to foster creative change; the powerful leadership skills to bring that vision to light; and the unwavering belief that a single, committed individual can make a difference in the world.

Joan inspired, created, and fostered the use of investment assets to create social, ethical, and environmental change. She was often referred to as the Founding Mother of this field, Socially Responsible Investing, which now accounts for nearly one in nine dollars invested in the United States, a total of $2.7 trillion.

In 1982, she founded Trillium Asset Management Corporation (formerly known as Franklin Research & Development), to pursue and develop the field of what is now known as Socially Responsible Investing. With Joan at the helm, Trillium became the oldest and largest investment management firm devoted exclusively to socially responsible investment. Joan served as Founding President and CEO of Trillium until November, 2008. The company quickly became a model for independent advisors and other professionals serving social investment clients. The model Joan created involves providing clients with customized portfolio management, using both positive and negative screens to reflect social, environmental, and financial goals.

Beyond screening, Joan had the early insight to explore additional ways clients’ investment assets could have positive social impact. She helped establish and promote the concept of using stock ownership to improve corporate outcomes on the environment, human rights, workplace diversity and other areas, using tools such as shareholder dialogue and advocacy. She was also an early innovator in the concept of community investing, directing a portion of client assets to microfinance and community development funds to help capital flow to underserved markets. Joan helped bring the community loan fund idea to Wall Street, and the community investing industry on its own has now grown to more than $25 billion in assets. Throughout, Joan maintained a commitment to share widely these concepts with others in the investment industry, to catalyze and support a network of investors to promote a new and improved capitalism.

Joan’s passion as an investment manager was to explore and develop all possible means of social progress offered by the capital markets, and to educate other concerned investors in their use. In keeping with Joan’s constant objective of supporting other persons and organizations working to build a just society and a better world, Trillium has published research on social issues and investments since 1982, works with clients and companies on their social and environmental management issues, contributes significant resources to social activism and community work, and donates 5% of its before-tax profits to charitable causes.

Joan was an entrepreneur at heart. She had the ability to gather together diverse groups of leaders, advocates, companies and investors to support the expansion and development of engagement between investors and corporations. In 1981, Joan co-founded the Social Investment Forum, an organization of research, advisory, banking and community loan fund organizations dedicated to advancing the concept, practice, and growth of socially and environmentally responsible investing.

One of Joan’s proudest achievements was the creation of Ceres. She was the Founding Co-Chair of Ceres, the largest coalition of investors, environmental and public interest organizations in North America, and the first to bring these disparate groups together for discussion and dialogue focused on environmental change. In 1989, the Coalition released the ten principles for environmental management now known as the Ceres Principles. With Ceres, Joan worked with companies who have endorsed the Principles or who are interested in environmental reporting, community outreach and other environmental justice issues. Among many other accomplishments, Ceres launched the Global Reporting Initiative (GRI), now the de-facto international standard for corporate reporting on environmental, social and economic performance. GRI is used by over 850 companies globally.

Throughout her career, Joan generously shared her time and effort with others. She served on the Dean’s Committee for International Development at Harvard University’s John F. Kennedy School of Government and on the Boards of Earthjustice, Green Seal, LightHawk, the Council on Economic Priorities, the Industrial Cooperative Association Loan Fund, the Global Reporting Initiative, and Earth Day Network. She served on the Advisory Boards of the Union of Concerned Scientists and the Greening of Industry Network. She also served as the Chair of the Community-Based Environmental Policy subcommittee of the National Advisory Committee for Policy & Technology, which advises the EPA.

Joan has received numerous awards and recognition throughout her career. In September 2008, she received the Charles R. Schwab IMPACT Award^® – an award honoring Joan as an individual trailblazer whose sustained vision, outstanding leadership, client commitment and community engagement clearly demonstrate the value of independent investment advice. Joan commented that this award meant the most to her of all of her awards because it was recognition from the traditional investment world of her transformational effect on the investment industry.

Joan was the winner of the 2005 Botwinick Prize in Ethics, which annually recognizes an outstanding leader who exhibits the highest standard of ethical conduct in business or the professions. In October of 2004, Joan and Tessa Tennant were awarded the City of Göteborg International Environment Prize. In May of 2004 she was named one of the 25 most influential people in the planning profession by Investment Advisor magazine. In December of 2002 she was named by Scientific American magazine as one of the “Scientific American 50.” In October of 2000 she was honored by Global Green USA and Green Cross International President Mikhail Gorbachev with the Millennium Award for Corporate Environmental Leadership.

In November of 1999 Joan was lauded as “Hero for the Planet” by Time.com. Other awards include the New England Women Business Owners (NEWBO) Woman of the Year award in 1994, and two regional awards from Working Women Magazine and their Entrepreneurial Excellence Awards in March of 1999.

Over the past three decades, Joan led the creation of the social investment profession as it stands today; built a highly successful boutique investment advisory firm; brought diverse coalitions of investors, companies, and environmentalists together; and continuously created new mechanisms for using the capital markets for positive social change. With all that she did, Joan never lost her focus on her clients, her employees, her family, and her community. We miss her dearly, and honor her with our continued devotion to her vision.

Shelly Demerle

trillium — Mon, 26 Nov 2007 07:38:58 +0000

Shelly joined Trillium in 1994 and is our trader and an operations specialist. She is an active member of Boston Pride, a non-profit organization working to enhance the visibility of Boston’s LGBT community. Shelly earned her B.A in 1993 from Nichols College.

Tags: Operations, Staff

Susan Baker

trillium — Mon, 26 Nov 2007 07:29:49 +0000

Susan joined Trillium Asset Management in 1986, after working for Harvard Management and Price Waterhouse. In 2000, she left to become a director of religious education and spend more time with her family. Susan rejoined the firm in 2006 and is an ESG analyst. Susan earned her B.A. from Middlebury College and an Ed.M. from Harvard University.

Tags: ESG Research & Shareholder Advocacy, Portfolio Manager, Staff

Shelley Alpern

trillium — Mon, 26 Nov 2007 06:53:10 +0000

Shelley engages with companies on a wide range of concerns, including environmental health, climate change, human rights, and equal employment opportunity. She is the recipient of the 2005 Socially Responsible Investing Service Award, which is awarded by peers in the SRI industry, and was recognized by Fortune as one of the 25 most powerful lesbians and gay men in business for her work in promoting sexual orientation nondiscrimination policies. She is also the recipient of the first ever Rachel Carson Advocacy Award from the Silent Spring Institute. Her environmental work was profiled in E: The Environmental Magazine.

Shelley serves on the steering committee of the Advocacy and Public Policy Committee of the Social Investment Forum, and is a Board Member of the Center for Political Accountability and the Salem (Massachusetts) Alliance for the Environment.

Tags: ESG Research & Shareholder Advocacy, Staff

Randy Rice

trillium — Mon, 26 Nov 2007 06:50:21 +0000

Randy Rice is Trillium’s Community Investments Manager and a Senior Portfolio Associate in our Boston office. He has been a contributor to Trillium’s newsletter “Investing For a Better World” for over a decade, writing profiles on domestic and international loan funds, community banks and credit unions. Randy is a member of Trillium’s Board of Directors and is on the Advisory Board for CEI Investment Notes. Prior to joining Trillium in 1999, he worked for CERES, a national network of investors, environmental organizations and other public interest groups working with companies and investors to address sustainability challenges such as global climate change.

Tags: Portfolio Associates, Staff

Andrea Dixon

trillium — Mon, 26 Nov 2007 06:49:46 +0000

Tags: Portfolio Associates, Staff Related posts Randy Rice (0) Pat Davidson (0) Will Lana, CFA (0) Susan Baker (0) Stephanie R. Leighton, CFA (0)

Pat Davidson

trillium — Mon, 26 Nov 2007 06:47:53 +0000

Tags: Portfolio Associates, Staff Related posts Randy Rice (0) Andrea Dixon (0) Will Lana, CFA (0) Susan Baker (0) Stephanie R. Leighton, CFA (0)