Elizabeth Levy, CFA

Elizabeth Levy, CFA

Portfolio Manager

Elizabeth Levy is a portfolio manager for the Trillium Small/Mid Cap Fund. Her responsibilities for the Small/Mid Cap Fund include conducting equity analysis and managing the fund’s investment strategy.

Prior to joining Trillium in 2012, Liz 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, Liz was a Research Associate for Tellus Institute, an environmental research organization. She served on the Steering Committee of the Social Investment Research Analysts Network (SIRAN) and is a previous Treasurer and Vice President of the Board of Directors of Harvest Cooperative Markets in Boston.

Elizabeth 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 a member of the Executive Committee of the Boston Chapter of the Appalachian Mountain Club. Elizabeth is also a member of the CFA Society Boston and is a Chartered Financial Analyst charterholder.

Laura McGonagle, CFA

Laura McGonagle, CFA

Portfolio Manager

Laura McGonagle is portfolio manager for the Trillium Small/Mid Cap Fund. Her responsibilities for the Small/Mid Cap Fund include conducting equity analysis and managing the fund’s investment strategy. Prior to joining Trillium in 2001, she was an Equity Research Analyst at Adams, Harkness and Hill, a Boston-based investment bank with a focus on emerging growth companies. Laura’s last position at Adams was as a Sell-side Equity Analyst in the “Healthy Living” group. This group covered specialty consumer stocks which addressed the consumers’ growing awareness of the impact of nutrition, environment, and lifestyle choices on their well-being.

Laura earned a B.A. in quantitative economics from Tufts University in 1992. She is a member of CFA Society Boston and the CFA Institute and is a Chartered Financial Analyst (CFA) charterholder.

Matthew W. Patsky, CFA

Matthew W. Patsky, CFA

Matthew Patsky is a portfolio manager for the Trillium Small/Mid Cap Fund. His responsibilities for the Small/Mid Cap Fund include conducting equity analysis and managing the fund’s investment strategy.

He joined Trillium in 2009, and has three decades 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.