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 and leads our All Cap Core and Fossil Fuel Free Core strategies. 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 CFA Society Boston and is a Chartered Financial Analyst charterholder.

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