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	<title>trilliuminvest.com &#187; Portfolio Managers</title>
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	<link>http://trilliuminvest.com</link>
	<description>Sustainable and socially responsible investing (SRI)</description>
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		<title>Matthew W. Patsky, CFA</title>
		<link>http://trilliuminvest.com/staff/patsky-matthew/</link>
		<comments>http://trilliuminvest.com/staff/patsky-matthew/#comments</comments>
		<pubDate>Wed, 21 Oct 2009 05:31:51 +0000</pubDate>
		<dc:creator>trillium</dc:creator>
				<category><![CDATA[CEO]]></category>
		<category><![CDATA[Portfolio Managers]]></category>
		<category><![CDATA[Staff]]></category>

		<guid isPermaLink="false">http://trilliuminvest.com/?p=1306</guid>
		<description><![CDATA[
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 [...]]]></description>
			<content:encoded><![CDATA[<p><img title="matt_patsky_formal_web" src="http://trilliuminvest.com/wp-content/uploads/2009/10/matt_patsky_formal_web.jpg" alt="Matthew W. Patsky, CFA - CEO of Trillium Investment Management Corporation" width="132" height="150" align="right" /></p>
<p>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.</p>
<p>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.</p>
<p>Matt is widely considered as an expert in socially and environmentally responsible investing. As Director of Equity Research for Adams, Harkness &amp; 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.</p>
<p>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.</p>

	Tags: <a href="http://trilliuminvest.com/tag/ceo/" title="CEO" rel="tag">CEO</a>, <a href="http://trilliuminvest.com/tag/investment-management-committee/" title="Portfolio Managers" rel="tag">Portfolio Managers</a>, <a href="http://trilliuminvest.com/tag/staff/" title="Staff" rel="tag">Staff</a><br />

	<h3>Related posts</h3>
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	<li><a href="http://trilliuminvest.com/staff/will-lana/" title="Will Lana, CFA (July 7, 2008)">Will Lana, CFA</a> (0)</li>
</ul>

]]></content:encoded>
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		<item>
		<title>Cheryl I. Smith, Ph.D., CFA</title>
		<link>http://trilliuminvest.com/staff/smith-cheryl/</link>
		<comments>http://trilliuminvest.com/staff/smith-cheryl/#comments</comments>
		<pubDate>Mon, 26 Nov 2007 06:32:15 +0000</pubDate>
		<dc:creator>trillium</dc:creator>
				<category><![CDATA[Portfolio Managers]]></category>
		<category><![CDATA[Staff]]></category>
		<category><![CDATA[Board of Directors]]></category>

		<guid isPermaLink="false">http://74.53.227.226/~trillium/staff/cheryl-i-smith-phd-cfa/</guid>
		<description><![CDATA[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 [...]]]></description>
			<content:encoded><![CDATA[<p>Cheryl is a managing partner, Chief Compliance Officer and investment manager. <img src="http://trilliuminvest.com/wp-content/uploads/2008/12/cheryl_smith08.jpg" alt="Cheryl I. Smith, Ph.D., CFA" hspace="10" align="right" />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 a Board member of Oikocredit USA, and on the Steering Committee for the Institute for Responsible Investment.  She is immediate past chair of US SIF and current member of its Policy Committee, and she recently served on the Board of Episcopal Divinity School.  She is a Chartered Financial Analyst charterholder and a member of the CFA Institute. She is a member of the American Economic Association. Cheryl holds a B.S.F.S. degree from Georgetown University School of Foreign Service, and earned M.A., M. Phil., and Ph.D. degrees in Economics from Yale University.</p>

	Tags: <a href="http://trilliuminvest.com/tag/board-of-directors/" title="Board of Directors" rel="tag">Board of Directors</a>, <a href="http://trilliuminvest.com/tag/investment-management-committee/" title="Portfolio Managers" rel="tag">Portfolio Managers</a>, <a href="http://trilliuminvest.com/tag/staff/" title="Staff" rel="tag">Staff</a><br />

	<h3>Related posts</h3>
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	<li><a href="http://trilliuminvest.com/staff/patsky-matthew/" title="Matthew W. Patsky, CFA (October 21, 2009)">Matthew W. Patsky, CFA</a> (0)</li>
	<li><a href="http://trilliuminvest.com/staff/mcgonagle-laura/" title="Laura L. McGonagle, CFA (November 26, 2007)">Laura L. McGonagle, CFA</a> (0)</li>
	<li><a href="http://trilliuminvest.com/staff/brown-farnum/" title="F. Farnum Brown, Jr., Ph.D. (November 26, 2007)">F. Farnum Brown, Jr., Ph.D.</a> (0)</li>
	<li><a href="http://trilliuminvest.com/staff/will-lana/" title="Will Lana, CFA (July 7, 2008)">Will Lana, CFA</a> (0)</li>
</ul>

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		<title>Stephanie R. Leighton, CFA</title>
		<link>http://trilliuminvest.com/staff/leighton-stephanie/</link>
		<comments>http://trilliuminvest.com/staff/leighton-stephanie/#comments</comments>
		<pubDate>Mon, 26 Nov 2007 06:27:40 +0000</pubDate>
		<dc:creator>trillium</dc:creator>
				<category><![CDATA[Portfolio Managers]]></category>
		<category><![CDATA[Staff]]></category>

		<guid isPermaLink="false">http://74.53.227.226/~trillium/staff/stephanie-r-leighton-cfa/</guid>
		<description><![CDATA[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&#8217;s Task Force of the Social Investment Forum and has served on the Unitarian Universalist [...]]]></description>
			<content:encoded><![CDATA[<p><a href="mailto:sleighton@trilliuminvest.com"><img src="http://trilliuminvest.com/wp-content/uploads/2008/12/stephanie-leighton-web-version.thumbnail.jpg" alt="stephanie-leighton-web-version.jpg" align="right" />sleighton@trilliuminvest.com</a></p>
<p>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&#8217;s Task Force of the Social Investment Forum and has served on the Unitarian Universalist Association&#8217;s Committee on Socially Responsible Investing.<strong> </strong> Stephanie holds a B.A. from Bard College and an M.B.A. from Northeastern University. She is a past president of the New England Chapter of the Social Investment Forum. She is a member of the Boston Security Analysts Society and the CFA Institute. Stephanie is a Chartered Financial Analyst charterholder.</p>

	Tags: <a href="http://trilliuminvest.com/tag/investment-management-committee/" title="Portfolio Managers" rel="tag">Portfolio Managers</a>, <a href="http://trilliuminvest.com/tag/staff/" title="Staff" rel="tag">Staff</a><br />

	<h3>Related posts</h3>
	<ul class="st-related-posts">
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</ul>

]]></content:encoded>
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		<item>
		<title>F. Farnum Brown, Jr., Ph.D.</title>
		<link>http://trilliuminvest.com/staff/brown-farnum/</link>
		<comments>http://trilliuminvest.com/staff/brown-farnum/#comments</comments>
		<pubDate>Mon, 26 Nov 2007 06:17:23 +0000</pubDate>
		<dc:creator>trillium</dc:creator>
				<category><![CDATA[Portfolio Managers]]></category>
		<category><![CDATA[Staff]]></category>

		<guid isPermaLink="false">http://74.53.227.226/~trillium/staff/f-farnum-brown-jr-phd/</guid>
		<description><![CDATA[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 [...]]]></description>
			<content:encoded><![CDATA[<p><a title="farnum_brown-web.jpg" href="http://trilliuminvest.com/wp-content/uploads/2009/05/farnum_brown-web.jpg"><img src="http://trilliuminvest.com/wp-content/uploads/2009/05/farnum_brown-web.thumbnail.jpg" alt="farnum_brown-web.jpg" align="right" /></a>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 and received his bachelors, masters and doctoral degrees from the University of North Carolina at Chapel Hill.</p>

	Tags: <a href="http://trilliuminvest.com/tag/investment-management-committee/" title="Portfolio Managers" rel="tag">Portfolio Managers</a>, <a href="http://trilliuminvest.com/tag/staff/" title="Staff" rel="tag">Staff</a><br />

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	<li><a href="http://trilliuminvest.com/staff/patsky-matthew/" title="Matthew W. Patsky, CFA (October 21, 2009)">Matthew W. Patsky, CFA</a> (0)</li>
	<li><a href="http://trilliuminvest.com/staff/mcgonagle-laura/" title="Laura L. McGonagle, CFA (November 26, 2007)">Laura L. McGonagle, CFA</a> (0)</li>
	<li><a href="http://trilliuminvest.com/staff/smith-cheryl/" title="Cheryl I. Smith, Ph.D., CFA (November 26, 2007)">Cheryl I. Smith, Ph.D., CFA</a> (0)</li>
	<li><a href="http://trilliuminvest.com/staff/will-lana/" title="Will Lana, CFA (July 7, 2008)">Will Lana, CFA</a> (0)</li>
</ul>

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		<title>Will Lana, CFA</title>
		<link>http://trilliuminvest.com/staff/will-lana/</link>
		<comments>http://trilliuminvest.com/staff/will-lana/#comments</comments>
		<pubDate>Mon, 07 Jul 2008 20:33:17 +0000</pubDate>
		<dc:creator>lmackinnon</dc:creator>
				<category><![CDATA[Portfolio Managers]]></category>
		<category><![CDATA[Staff]]></category>
		<category><![CDATA[Lana]]></category>

		<guid isPermaLink="false">http://trilliuminvest.com/staff/will-lana/</guid>
		<description><![CDATA[ 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&#8217;s Foster School of Business and a B.A. with honors from the University of [...]]]></description>
			<content:encoded><![CDATA[<p><img class="alignright" src="http://trilliuminvest.com/wp-content/uploads/2010/04/Will-Lana-web.jpg" alt="" width="166" height="150" /> 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&#8217;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.</p>

	Tags: <a href="http://trilliuminvest.com/tag/lana/" title="Lana" rel="tag">Lana</a>, <a href="http://trilliuminvest.com/tag/staff/" title="Staff" rel="tag">Staff</a><br />

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	<li><a href="http://trilliuminvest.com/staff/rice-randy/" title="Randy Rice (November 26, 2007)">Randy Rice</a> (0)</li>
</ul>

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		<item>
		<title>Paul Hilton, CFA</title>
		<link>http://trilliuminvest.com/staff/investment-management-committee/paul-hilton-cfa/</link>
		<comments>http://trilliuminvest.com/staff/investment-management-committee/paul-hilton-cfa/#comments</comments>
		<pubDate>Tue, 07 Jun 2011 14:48:49 +0000</pubDate>
		<dc:creator>lmackinnon</dc:creator>
				<category><![CDATA[Portfolio Managers]]></category>

		<guid isPermaLink="false">http://trilliuminvest.com/?p=3685</guid>
		<description><![CDATA[
 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 [...]]]></description>
			<content:encoded><![CDATA[<p><img class="alignright" style="float: right;" src="http://trilliuminvest.com/wp-content/uploads/2011/06/Paul-Hilton-e1307458591278.jpg" alt="" width="165" height="232" /></p>
<p> 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.</p>
<p>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.”</p>
<p>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.</p>
<p>Paul is a frequent commentator on SRI to the news media, and has been quoted in <em>Pensions &amp; Investments, Investment News, Barron’s, Institutional Investor, The Wall Street Journal, The Financial Times</em>, and <em>The Village Voice</em>. 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.”</p>
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