Matt Patsky
Chief Executive Officer at Trillium Asset Management LLC
Profile
Mr. Matthew W.
Patsky, CFA, is a Chief Executive Officer & Portfolio Manager at Trillium Asset Management LLC.
He is also a Managing Partner.
He is on Trillium’s Sustainable Opportunities and Global Equity strategies.
He joined Trillium in 2009 and has three decades of experience in investment research and investment management.
He currently serves on the Boards of the Environmental League of Massachusetts and Shared Interest.
He is a member of the Social Venture Network.
He 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.
Prior to joining Trillium, he was 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.
He has also served on the Boards of Pro Mujer, US SIF, and Root Capital.
He is a member of CFA Society Boston as well as a Chartered Financial Analyst charter holder.
He holds a Bachelor of Science in Economics from Rensselaer Polytechnic Institute.
Matt Patsky 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. | Chief Executive Officer | 2008-12-31 |
Pro Mujer, Inc.
Pro Mujer, Inc. Finance/Rental/LeasingFinance Pro Mujer, Inc. is a non profit organization, which engages in the provision of financial services for charity. The company was founded by Emerita Lynne Patterson and Carmen Velasco in 1990 and is headquartered in Manhasset, NY. | Director/Board Member | - |
Former positions of Matt Patsky
Companies | Position | End |
---|---|---|
US SIF
US SIF Miscellaneous Commercial ServicesCommercial Services US SIF is a forum for sustainable and responsible investment that aims to shift investment practices towards sustainability and generate positive social and environmental impacts. The non-profit company is based in Washington. Its members include investment management and advisory firms, mutual fund companies, asset owners, research firms, financial planners and advisors, community investing organizations, and nonprofit associations. | Corporate Officer/Principal | - |
Root Capital Management LLC
Root Capital Management LLC Investment ManagersFinance Founded in 2011, Root Capital Management LLC is a hedge fund manager located in Greenwich, Connecticut. | Corporate Officer/Principal | - |
Adams Harkness & Hill Investment Banking
Adams Harkness & Hill Investment Banking Investment ManagersFinance Part of Canaccord Genuity Group, Inc., Adams Harkness & Hill Investment Banking is a private company based in Boston, MA. | Corporate Officer/Principal | - |
Lehman Brothers, Inc.
Lehman Brothers, Inc. Investment Banks/BrokersFinance A subsidiary of Lehman Brothers Holdings, Inc., Lehman Brothers, Inc. is a broker/dealer headquartered in New York City. They provide global equity and fixed research. The equity research department covers more than 100 sectors. They use a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman has also developed special products, such as 10 uncommon values and 10 uncommon eurovalues. | Corporate Officer/Principal | - |
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. | Investment Committee Member | 2009-07-22 |
Training of Matt Patsky
Rensselaer Polytechnic Institute | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 7 |
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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 |
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 |
Adams Harkness & Hill Investment Banking
Adams Harkness & Hill Investment Banking Investment ManagersFinance Part of Canaccord Genuity Group, Inc., Adams Harkness & Hill Investment Banking is a private company based in Boston, MA. | Finance |
Lehman Brothers, Inc.
Lehman Brothers, Inc. Investment Banks/BrokersFinance A subsidiary of Lehman Brothers Holdings, Inc., Lehman Brothers, Inc. is a broker/dealer headquartered in New York City. They provide global equity and fixed research. The equity research department covers more than 100 sectors. They use a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman has also developed special products, such as 10 uncommon values and 10 uncommon eurovalues. | Finance |
Root Capital Management LLC
Root Capital Management LLC Investment ManagersFinance Founded in 2011, Root Capital Management LLC is a hedge fund manager located in Greenwich, Connecticut. | Finance |
US SIF
US SIF Miscellaneous Commercial ServicesCommercial Services US SIF is a forum for sustainable and responsible investment that aims to shift investment practices towards sustainability and generate positive social and environmental impacts. The non-profit company is based in Washington. Its members include investment management and advisory firms, mutual fund companies, asset owners, research firms, financial planners and advisors, community investing organizations, and nonprofit associations. | Commercial Services |
Pro Mujer, Inc.
Pro Mujer, Inc. Finance/Rental/LeasingFinance Pro Mujer, Inc. is a non profit organization, which engages in the provision of financial services for charity. The company was founded by Emerita Lynne Patterson and Carmen Velasco in 1990 and is headquartered in Manhasset, NY. | Finance |
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