Elizabeth Levy, CFA Joins Trillium as Portfolio Manager
Trillium Asset Management is pleased to announce that Elizabeth Levy, CFA has joined the firm as a portfolio manager in our Boston office. Ms. Levy has been involved in sustainable and responsible investing for nearly a decade.
“We are excited to have Liz join Trillium. Her strong analytical skills will be a great complement to Trillium’s investment process,” commented Matt Patsky, Trillium’s CEO. “Our firm continues to experience significant growth in institutional and individual assets. Having another experienced portfolio manager allows us to effectively manage this growth,” continued Mr. Patsky.
“I am thrilled to be joining Trillium. I have long respected the firm’s disciplined investment process; while staying on the leading edge of integration of environmental, social and governance factors. Trillium’s strong performance record and shareholder advocacy victories are well known and I am excited to bring my experience to this team.” said Ms. Levy.
Prior to joining Trillium, Ms. Levy worked as a portfolio manager for Winslow Management, a division of Brown Advisory managing the Winslow Green Large Cap strategy and Winslow Green Growth strategy. She also provided equity research across Brown Advisory’s strategies, with a focus on water companies and green transportation companies. Before joining Winslow, Ms. Levy was a research associate for Tellus Institute, an environmental research organization. She currently serves on the Steering Committee of the Social Investment Research Analysts Network (SIRAN).
Ms. Levy 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.