Trillium Asset Management Announces the Election of Four Members to its Board of Directors
JANUARY 29, 2012 // BOSTON, MA: Trillium Asset Management, LLC (Trillium) announces the election of four members to its Board of Directors.
“This new slate of Directors brings with it a deep level of commitment to corporate sustainability.” said Matthew Patsky, Trillium’s CEO. “Our employee/shareowners elected these directors to help build the firm’s long-term shareholder value with consideration of its strong social and environmental policies. I look forward to working with them as we position Trillium for its next 30 years”.
Peter Kinder is an independent consultant on socially responsible investing and a blogger at The Bell and Accountability Central. He co-founded KLD Research & Analytics, Inc. in 1988 and served as its president and board chair until its sale in 2009 to Risk Metrics Group (now owned by MSCI). Mr. Kinder has written numerous books, articles and white papers on Socially Responsible Investing and corporate accountability. Mr. Kinder received the First Affirmative Financial Network SRI Service Award in 1992 and the Joan Bavaria Award for Building Sustainability into the Capital Markets in 2011.
Reginald Stanley is Managing Partner of Sustainable Growth Strategies, a business and marketing consulting firm that provides strategic, analytic and executive management services to for-profit, non-profit and entrepreneurial organizations. He has enjoyed over twenty-five years experience contributing to substantial organizational and client growth while serving in executive, consulting and board leadership roles at McKinsey & Company, Bain and Company, Fidelity Investments, Calvert Investments and various non-profit organizations. In 2009, Mr. Stanley received the First Affirmative Financial Network SRI Service Award.
Deborah Widener has been Managing Director at several investment banks, raising significant amounts of capital for corporate clients both publicly and privately in the US market as well as in Europe and Asia. Ms. Widener was also a Vice President at General Electric Capital, where she was responsible for all New York leverage buyout activities as well as all SEC regulated activities. While at Robertson Stephens & Co. she strategically supported the firm’s early research report on Socially Responsible Investing. Ms. Widener will serve as the Chair of Trillium’s Board of Directors.
Paul Zettl is Managing Director, Retail and Social Media Marketing at TD Ameritrade. In this role he leads the segment planning function for the company’s retail businesses, including the long term investor and active trader segments. Additionally, he is responsible for the client communications and social media marketing functions. Prior to joining TD Ameritrade, Mr. Zettl spent 10 years at Fidelity Investments in Boston in various senior marketing roles within Fidelity’s Institutional businesses.
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ABOUT TRILLIUM ASSET MANAGEMENT, LLC: Trillium Asset Management, LLC is the oldest independent investment advisor devoted exclusively to sustainable and responsible investing. With over $1 billion in assets under management, Trillium has been managing equity and fixed income investments for high net worth individuals, foundations, endowments, religious institutions, and other nonprofits, since 1982. A leader in shareholder advocacy and public policy work, Trillium’s goal is to deliver both impact and performance to its investors.
The views expressed are those of the authors as of the date referenced and are subject to change at any time based on market or other conditions. These views are not intended to be a forecast of future events or a guarantee of future results. These views may not be relied upon as investment advice. The information provided in this material should not be considered a recommendation to buy or sell any of the securities mentioned. It should not be assumed that investments in such securities have been or will be profitable. To the extent specific securities are mentioned, they have been selected by the authors on an objective basis to illustrate views expressed in the commentary and do not represent all of the securities purchased, sold or recommended for advisory clients. The information contained herein has been prepared from sources believed reliable but is not guaranteed by us as to its timeliness or accuracy, and is not a complete summary or statement of all available data. This piece is for informational purposes and should not be construed as a research report.
