Matthew W. Patsky, CFA
Matt is a managing partner, CEO, and portfolio manager, and leads our Sustainable Opportunities strategy. He joined Trillium in October, 2009, and has three decades 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 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. Prior to joning Trillium, Matt was 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.
Matt is currently on the Boards of Environmental League of Massachusetts, Shared Interest, and Pro Mujer. He recently served on the Boards of US SIF and Root Capital. Matt is a member of the Social Venture Network (SVN). He is a Chartered Financial Analyst charterholder and a member of the CFA Institute. Matt holds a Bachelor of Science in Economics from Rensselaer Polytechnic Institute.