Jim Madden, CFA

Jim Madden, CFA

Portfolio Manager

Jim Madden is co-manager of 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 is CEO, Managing Partner, and the co-manager of 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.