The Team

Investment Management Team

James Madden, CFA
Portfolio Manager

Jim Madden, along with Anthony Tursich, is responsible for the management of Trillium’s Portfolio 21 Global Equity investment strategy.

Prior to joining Trillium in 2014, Jim was Chief Investment Officer and Senior Portfolio Manager at Portfolio 21. He worked with Portfolio 21 for over 20 years both on the investment team and as the developer of the company’s shareholder activism program.

Jim earned a bachelor’s degree and M.B.A. from the University of Wisconsin and is a Chartered Financial Analyst (CFA) charterholder.
Anthony Tursich, CFA
Portfolio Manager

Anthony (Tony) Tursich conducts equity analysis and, along with Jim Madden, is responsible for the management of Trillium’s Portfolio 21 Global Equity investment strategies.

Tony has over 15 years of experience in the field of global investment management and has been involved with socially and environmentally responsible investment management since 1997. Prior to joining Portfolio 21, Tony was employed at several regional broker/dealers in the North West, including Bidwell & Company and D.A. Davidson.

Tony received his bachelor’s degree from Montana State University and his MBA from Portland State University. He studied European business at Ecole Superieure de Commerce Marseille-Provence in France. Tony is a CFA charterholder and is a member of the CFA Society of Portland and serves on the Multnomah County Investment Advisory Board.

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