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 [...]
Cheryl is a managing partner, Chief Compliance Officer and investment manager. Cheryl began her investment management career at Trillium Asset Management in 1987. In 1992 she joined United States Trust Company in Boston (now known as Walden Asset Management) as Vice President and portfolio manager, before rejoining Trillium in the fall of 1997. Cheryl is currently [...]
sleighton@trilliuminvest.com
Stephanie is a senior vice president, portfolio manager and research analyst. Prior to joining Trillium Asset Management in 1990 she was an Investment Officer at Sun Life of Canada and an analyst at Pioneering Management Corporation. She serves on the Indigenous People’s Task Force of the Social Investment Forum and has served on the Unitarian Universalist [...]
Farnum is a senior vice president, strategist, and manager of our Durham, North Carolina office. He entered the investment business in 1980 and helped establish one of the first socially responsible investment advisory services in the southeastern United States. Farnum joined Trillium in 1994. He serves on the Board of Directors of the Future of Music Coalition [...]
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 [...]
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 [...]
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