Jim Madden, CFA

Jim Madden, CFA

Portfolio Manager

Jim Madden is a Portfolio Manager of the Trillium P21 Global Equity Fund. His responsibilities for Trillium P21 Global Equity Fund include conducting equity analysis and managing the fund’s investment strategy. Prior to his role as co-manager, Jim was Chief Investment Officer and Senior Portfolio Manager at Trillium P21 Global Equity Fund.

Jim has more than 20 years of experience in the field of socially and environmentally responsible investment management, working on both the investment team at Trillium P21 Global Equity Fund and developing the company’s shareholder activism program.

Jim received his bachelor’s degree and MBA from the University of Wisconsin and is a Chartered Financial Analyst charterholder.

Matthew W. Patsky, CFA Portfolio Manager

Matthew W. Patsky, CFA Portfolio Manager

Matt Patsky is CEO, Managing Partner, and a Portfolio Manager of the Trillium P21 Global Equity Fund. He is also the lead manager of the Sustainable Opportunities strategy. His responsibilities for Trillium P21 Global Equity Fund include managing the fund’s investment strategy. He has more than 30 years 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 ESG 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, Shared Interest, and Pro Mujer. Matt is a member of the Social Venture Network (SVN). 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.

Patrick Wollenberg, CEFA Portfolio Manager

Patrick Wollenberg, CEFA Portfolio Manager

Patrick Wollenberg is a Portfolio Manager of the Trillium P21 Global Equity Fund. He is also a Research Analyst. His responsibilities for the Trillium P21 Global Equity Fund include conducting equity analysis and managing the fund’s investment strategy.

Patrick joined Trillium as an analyst in September 2018 with previous experience as a portfolio manager and equity research analyst for several Global and European equity funds at ING Investment Management and Robeco Asset Management, where he started his career in 1994. Immediately prior to joining Trillium, he was an Investment Director at John Hancock Investments (JHI), covering global, international, emerging markets and US equity funds for John Hancock. While at JHI, Patrick served as an ESG (Environmental, Social, and Governance) specialist at the firm, driving product development, content creation and client education. Patrick also served in due diligence roles at Merrill Lynch Global Wealth & Investment Management. Patrick completed his Masters of Science (Honors) in Business Administration in 1992 and Masters of Science Economics (Honors) in 1994 from Erasmus University Rotterdam, The Netherlands. Patrick is a Certified European Financial Analyst.

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