Profile
Ms. Elizabeth R.
Levy, CFA, is a Head of ESG Strategy & Portfolio Manager at Trillium Asset Management LLC.
She leads firm All Cap Core and Fossil Fuel Free Core strategies.
Prior to 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.
She served on the Steering Committee of the Social Investment Research Analysts Network and is a previous Treasurer and Vice President of the Board of Directors of Harvest Cooperative Markets in Boston.
She 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 also a member of the CFA Society Boston and a Chartered Financial Analyst.
Liz Levy active positions
| Companies | Position | Start |
|---|---|---|
Trillium Asset Management LLC
 Trillium Asset Management LLC Investment ManagersFinance Trillium Asset Management LLC is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Joan Bavaria in 1982 as Franklin Research & Development Co. Trillium Asset Management manages equity, fixed income, and balanced separate accounts for individuals, foundations, endowments, religious institutions and other non-profit and for-profit institutional clients. | Analyst-Equity | 2011-12-31 |
Former positions of Liz Levy
| Companies | Position | End |
|---|---|---|
Winslow Management Co. LLC
 Winslow Management Co. LLC Investment ManagersFinance Founded in 1983 by Jack Robinson, Winslow Management Co. LLC is a registered investment advisor located in Boston. They are a subsidiary of Brown Investment Advisory & Trust Co. and their ultimate parent is Brown Advisory, Inc. | Analyst-Equity | 2010-04-11 |
Social Investment Research Service, Inc.
 Social Investment Research Service, Inc. Publishing: Books/MagazinesConsumer Services Part of Deutsche Börse AG, Social Investment Research Service, Inc. is a company that provides comprehensive and impartial social screening services to the investment community. The company is based in Bethesda, MD. Social Investment Research Service was acquired by Institutional Shareholder Services, Inc., part of Deutsche Börse AG from February 26, 2021 on September 09, 1999. | Corporate Officer/Principal | - |
Brown Investment Advisory, Inc.
 Brown Investment Advisory, Inc. Investment ManagersFinance Founded in 1993 by J. Dorsey Brown III, Brown Investment Advisory, Inc., also known as Brown Advisory, Inc., is a registered investment advisor headquartered in Baltimore, Maryland. The firm is a wholly-owned subsidiary of Brown Investment Advisory & Trust Co. Brown Investment Advisory provides investment advisory and brokerage services to institutions, corporations and high net-worth individuals and families in the U.S. and abroad. | Analyst-Equity | 2012-01-30 |
Training of Liz Levy
| The College of William & Mary | Undergraduate Degree |
| Yale University | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Trillium Asset Management LLC
Trillium Asset Management LLC Investment ManagersFinance Trillium Asset Management LLC is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Joan Bavaria in 1982 as Franklin Research & Development Co. Trillium Asset Management manages equity, fixed income, and balanced separate accounts for individuals, foundations, endowments, religious institutions and other non-profit and for-profit institutional clients. | Finance |
Brown Investment Advisory, Inc.
Brown Investment Advisory, Inc. Investment ManagersFinance Founded in 1993 by J. Dorsey Brown III, Brown Investment Advisory, Inc., also known as Brown Advisory, Inc., is a registered investment advisor headquartered in Baltimore, Maryland. The firm is a wholly-owned subsidiary of Brown Investment Advisory & Trust Co. Brown Investment Advisory provides investment advisory and brokerage services to institutions, corporations and high net-worth individuals and families in the U.S. and abroad. | Finance |
Winslow Management Co. LLC
Winslow Management Co. LLC Investment ManagersFinance Founded in 1983 by Jack Robinson, Winslow Management Co. LLC is a registered investment advisor located in Boston. They are a subsidiary of Brown Investment Advisory & Trust Co. and their ultimate parent is Brown Advisory, Inc. | Finance |
Social Investment Research Service, Inc.
Social Investment Research Service, Inc. Publishing: Books/MagazinesConsumer Services Part of Deutsche Börse AG, Social Investment Research Service, Inc. is a company that provides comprehensive and impartial social screening services to the investment community. The company is based in Bethesda, MD. Social Investment Research Service was acquired by Institutional Shareholder Services, Inc., part of Deutsche Börse AG from February 26, 2021 on September 09, 1999. | Consumer Services |
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