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.
Beth Williamson
Analyst

Beth Williamson is an Analyst at Trillium who joined Portfolio 21 in 2006 helping the firm build and manage its environmental, social and governance research discipline and investment process.

Beth’s research has an international focus, with in-country experience in South America, Africa, Europe, Southeast Asia, as well as across North America.

In 2004, Beth earned a Master of Arts in Sustainable International Development at the Heller School for Social Policy and Management, at Brandeis University. While attending Brandeis, Beth interned with Oxfam America, researching and contributing to the report Like Machines in the Field: Workers Without Rights in American Agriculture. After graduating, Beth continued her shareholder advocacy and with Green Century Capital Management and Ecopledge.
Emily Lethenstrom
Analyst

Emily Lethenstrom is an Analyst, providing research support on environmental, social and governance (ESG) topics for all of Trillium’s equity strategies.

Prior to joining Trillium, Emily worked as a Research Analyst and Senior Research Analyst at Portfolio 21, conducting ESG research on companies across all economic sectors. She has participated with the Sustainability Accounting Standards Board and testified at the Oregon State House Energy and Environment Committee on divesting state funds from fossil fuels. Emily has more than 10 years of experience in the environmental field and has worked with environmental organizations including Oregon Wild and The Greater Flagstaff Forest Partnership.

Emily received her bachelor’s degree in Environmental Studies and Politics from Whitman College and her Master’s degree in Political Science, with an environmental policy emphasis, from Northern Arizona University.
Allan Pearce
Associate, Shareholder Advocacy

Allan Pearce joined Trillium’s Shareholder Advocacy team in January 2015. Before joining Trillium, Allan worked as a research associate for Portfolio 21 Investments where he researched corporate environmental, social, and governance performance.

Allan also has several years of experience working for a variety of environmentally focused community organizations.

Allan earned a B.S.E. from the University of Michigan in Materials Science Engineering and a M.S. in Environmental Studies from Antioch University New England.
Christian Wood
Research Associate

Christian Wood is a research associate, working to support the research analysts and portfolio modeling for the firm. He joined Portfolio 21 in July 2013, where he authored several of the firm‘s white papers and provided research assistance for both the financial and environmental research teams.

Christian earned his B.A. in History from Harvard University in 2012, and is currently pursuing his CFA certification.

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