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 [...]
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 [...]
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 [...]
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 [...]
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.
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 [...]
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 [...]
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 [...]
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