Delivering Sustainable Investments Since 1982SM

Elizabeth R. Levy, CFA

Elizabeth R. Levy, CFASenior Vice President, Portfolio Manager & Research Analyst

Elizabeth Levy is a Senior Vice President, Portfolio Manager, and Research Analyst. She leads our All Cap Core and Fossil Fuel Free Core strategies, and is on the team for our Small Mid Cap Core and Growth and Income strategies. Liz provides research coverage for the Energy, Utilities, and Alternative Energy sectors. Prior to joining Trillium in 2012, Liz worked as a Portfolio Manager for Winslow Management Company, a division of Brown Advisory, where she had been since 2004. She managed two environmentally-focused investment strategies: the Winslow Green Large Cap strategy from 2009-2011 and the Winslow Green Growth strategy during 2011. She also provided equity research across Brown Advisory’s strategies, with a focus on water companies and green transportation companies.

Before joining Winslow, Liz was a Research Associate for Tellus Institute, an environmental research organization. She served on the Steering Committee of the Social Investment Research Analysts Network (SIRAN) and is a previous Treasurer and Vice President of the Board of Directors of Harvest Cooperative Markets in Boston.

Elizabeth holds a B.S. in Chemistry from the College of William and Mary and a Master of Environmental Management from the Yale School of Forestry and Environmental Studies. She is a member of the Executive Committee of the Boston Chapter of the Appalachian Mountain Club. Elizabeth is also a member of the CFA Society Boston and a Chartered Financial Analyst charterholder.

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