Vice President, Chief Compliance Officer

Sam is a senior portfolio manager, research analyst, and Chief Compliance Officer. He entered the investment business in 1967, and was affiliated with four other organizations, most recently Keystone Investment Management Corporation, prior to joining Trillium Asset Management Corporation in 1992. He has served as Chairman of the Standards and Policy Subcommittee of the CFA Institute, and is now a member of its Board of Governors and Audit Committee. In 2002 Sam was presented with AIMR’s Daniel J. Forrestal III Leadership Award, which is periodically presented to an AIMR member who has championed the pursuit of excellence in professional ethics and standards of practice and who has provided outstanding leadership in elevating the integrity and competence of the investment profession. He is a past president of the Security Analysts Society of San Francisco, and currently serves on the Board of Directors of the Boston Securities Analysts Society as Vice President, Programs. Sam is a Chartered Financial Analyst charterholder.

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