Cheryl I. Smith, Ph.D., CFA- Cheryl is a managing partner, economist, strategist, and portfolio manager. She leads our fixed income management process and co-leads our Large Cap Core strategy and Growth and Income strategy. Cheryl is also a member of the portfolio management teams for our All Capitalization Core and Fossil Fuel Free Core strategies and she serves as co-manager of the Green Century Balanced Fund, for which Trillium is the sub-advisor. She began her investment management career at Trillium Asset Management in 1987. In 1992 she joined United States Trust Company in Boston (now known as Walden Asset Management) as Vice President and portfolio manager, before rejoining Trillium in the fall of 1997. Cheryl has served on the Boards of Oikocredit USA; US SIF, including three years as chair of US SIF; Cornerstone Capital, Inc.; Episcopal Divinity School; and on the Steering Committee for the Institute for Responsible Investment. Cheryl is a member of the CFA Society Boston and is a Chartered Financial Analyst charterholder. She is a member of the American Economic Association. Cheryl holds a B.S.F.S. degree from Georgetown University School of Foreign Service, and earned M.A., M. Phil., and Ph.D. degrees in Economics from Yale University.

Matthew W. Patsky, CFA- Matt is a managing partner, CEO, portfolio manager, and leads our Sustainable Opportunities 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 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.

Kathleen Bochman is a director of equity research at Loomis, Sayles & Company. Kathleen has 24 years of investment industry experience and joined Loomis Sayles in 2006 as global equity analyst covering the financial sector, including insurance companies and exchanges. Kathleen began her career as a senior consultant for Andersen Consulting, specializing in systems consulting for financial clients. Next, she moved to State Street Research & Management where she was a fixed income credit analyst, and later was named head of credit research for the firm. Kathleen next joined the Wellington Management Company as a fixed income credit analyst. Prior to joining Loomis Sayles, Kathleen was a financial sector bond analyst for Gimme Credit. She earned a BA from Dartmouth College and an MBA from Columbia University.