Matthew Patsky, CFA, joined Trillium in 2009 as a managing partner, CEO, portfolio manager, and he also currently leads the Adviser’s Sustainable Opportunities strategy.
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.
As Director of Equity Research for Adams, Harkness & 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 holds a Bachelor of Science in Economics from Rensselaer Polytechnic Institute and is a Chartered Financial Analyst charterholder.
Ticker | Fund Name | Net Asset ($ M)* |
---|---|---|
CWSGX | Winslow Green Growth Fund | $ M |
* Net Assets include for all classes