Matthew William Patsky

Current Employers

Employment History

• 10/2009 → Present
  Trillium Asset Management
  Boston, MA

Other Businesses

1.American Promise: Not investment-related. 33 Bradford St, Concord MA. Promotes the repeal of Citizen's United. Board member since July 2018. Approx 1 hour/month, 0 during securities trading hours. Serves on advisory board. 2.Criterion Institute: Not investment-related. 81 Church Hill Rd, Haddam CT. Non-profit think tank that works with social change makers to demystify finance and broaden their perspective on how to engage with, and shift financial systems. Advisory board member since April 2023. Approx 1 hour/month, 0 during securities trading hours. Serves on advisory board. 3.ESG Investors Group, LLC: Investment-related. 16 Pilgrim Heights Road, Provincetown MA. Opportunity Zone Fund that will invest in businesses in Opportunity Zones including real estate investments for both development and rental. Owner since July 2020. Approx 2 hours/month, 0 during securities trading hours. Makes investment decisions. 4.Hall Venture Partners: Investment-related. 3000 Sierra Vista Way, Provo UT. Venture and Private Equity investments. Member of independent investment advisory committee since July 2020. Approx 1 hour/month, 0 during securities trading hours. Member of independent investment advisory committee to review any transactions which may pose a conflict of interest. 5.Matthew Patsky: Investment-related. Avenida Infante dom Henrique, 71 apt. 16D and 16F Ponta Delgada, Portugal. Co-owner of AirBnB tourist rentals since June 2020. Approx 5 hours/month, 0 during securities trading hours. Rental properties, third party has been hired for management. 6.SAGE: Not investment-related. 307 7th Avenue, New York NY. National advocacy and services organization that looks out for LGBTQ+ elders. Member of Endowment Investment Committee since June 218. Approx 1 hour/month, 0 during securities trading hours. Serves on investment committee. 7.Tara Health Foundation: investment-related. 47 Kearny Street, San Francisco, CA. Promotes health, well-being, and opportunities for women and girls by strategically investing. Board member since May 2023. Approx 2 hours/month, 0 during securities trading hours. Provides advice to the organization. 8.Toniic: investment-related. PO Box 6866, Bend OR. Non profit organization promotes adoption of Impact Investing for high net worth and institutional investors. Board member since January 2020. Approx 10 hours/month, 1 during securities trading hours. Serves on Board of Directors.

Exams

• S63 Uniform Securities Agent State Law Examination
  1984-09-17

Designations