Delivering Sustainable Investments Since 1982®

Elizabeth R. Levy, CFA

Elizabeth R. Levy, CFAPartner, Portfolio Manager & Research Analyst

Elizabeth is a Partner, Portfolio Manager, and Research Analyst, and leads our All Cap Core and Fossil Fuel Free Core strategies. Before joining Trillium in 2012, she 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 she 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. Elizabeth is also a member of the CFA Society Boston and is a Chartered Financial Analyst charterholder.

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