Matthew W. Patsky, CFA

CEO & Portfolio Manager

Matt Patsky is CEO and a Portfolio Manager on Trillium’s Sustainable Opportunities strategy and the Trillium ESG Global Equity Strategy. He joined Trillium in 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. 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.

Matt is currently on the Boards of Environmental League of Massachusetts, and Shared Interest. He has also served on the Boards of Pro Mujer, US SIF and Root Capital. Matt is a member of the Social Venture Circle (SVC). Matt is a member of the CFA Society Boston and is a Chartered Financial Analyst charterholder. He holds a Bachelor of Science in Economics from Rensselaer Polytechnic Institute.

References to other mutual funds should not to be considered an offer to buy or sell these securities.

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