CEO & Portfolio Manager, Trillium Asset Management CFA
Matt Patsky is CEO and Lead Portfolio Manager of the Trillium ESG Global Equity strategy and Portfolio Manager of the Trillium Sustainable Opportunities strategy. Matt has over three decades of experience in investment research and investment management. He 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. In 1994, Matt became the first sell side analyst in the United States to publish on the topic of socially responsible investing. As Director of Equity Research for Adams, Harkness & Hill, he built the firm’s powerful research capabilities in socially and environmentally responsible areas such as renewable energy, resource optimization, and organic and natural products. Before Trillium, Matt worked at Winslow Management Company in Boston, where he served as director of research, chair of the investment committee, and portfolio manager for the Green Growth and Green Solutions Strategies.
Matt currently serves on the board of TONIIC and has previously served on the Boards of Environmental League of Massachusetts, Shared Interest, Pro Mujer, US SIF, and Root Capital. He is also a member of the Social Venture Circle (SVC), is a member of the CFA Society Boston, and is a Chartered Financial Analyst charter holder. Matt is on the advisory panels for America’s Promise, Generation Climate Change, SJF & Hall Ventures, and Tara Health Foundation