Elizabeth R. Levy, CFA
Head of ESG Strategy and Portfolio Manager
Elizabeth is the Head of ESG Strategy, Lead Portfolio Manager on Trillium’s ESG Core Equity strategy, and a Portfolio Manager on Trillium’s ESG Small/Mid Cap Core strategy. As Head of ESG Strategy, Elizabeth is responsible for leading the development and oversight of the implementation of ESG-related policies and initiatives across all investment strategies. She collaborates with all members of the ESG research team to maintain and expand upon Trillium’s thought leadership on ESG and responsible investing processes and operating protocols.
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.
Elizabeth is currently the Treasurer of the Board of Directors of Our Bodies, Ourselves, a nonprofit that advocates for women’s health and social justice. She has previously held volunteer board positions for the Harvest Cooperative Markets in Boston and the Boston Chapter of the Appalachian Mountain Club. 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.