You're signed outSign in or to get full access.
Patrick Wollenberg
Global Equity Analyst and Portfolio Manager at Trillium Asset Management, LLC
About
Patrick Wollenberg is a Portfolio Manager and Global Equity Analyst at Trillium Asset Management in Boston, MA, where he co-manages the Trillium ESG Global Equity strategy and leads research covering the financial sector. He joined Trillium in 2018, bringing a focus on ESG-aligned global equity portfolios, particularly within developed and emerging markets, with a specialization in the financial sector.
Wollenberg has a distinguished investment background, including senior roles as Senior Investment Manager for Global Consumer Goods Equities at ING Investment Management, and positions at Robeco Asset Management and John Hancock Investments. At John Hancock, he served as Investment Director, ESG specialist, and contributed to global, international, emerging market, and US equity funds.
He holds an MSc in Business Administration and an MSc in Economics, both with honors from Erasmus University Rotterdam, and is a Certified European Financial Analyst. Wollenberg is recognized for his expertise in fundamental research, sustainable investing, and his cross-market analytical skills, making significant contributions to the integration of ESG factors into global equity investment processes.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Trillium Asset Management | Global Equity Analyst and Portfolio Manager | Sep 2018 to Present | • Co-Fund Manager Trillium ESG Global Equity Fund • Covering a range of stocks across sectors, geographies and market caps • Executing fundamental, integrated ESG research |
| Exploring new opportunities | Unknown to Present | — | |
| ING Investment Management | Senior Investment Manager Global Consumer Goods Equities | Mar 2010 to Aug 2011 | Senior Investment Manager Global Consumer Goods Equities, April 2011 – August 2011• Fund manager Global Consumer Discretionary, Prestige & Luxe and Global Consumer Staples Senior Analyst Global Consum... |
| Merrill Lynch Global Wealth & Investment Management | Senior Due Diligence Analyst Global and International and Emerging Markets Equities | Sep 2011 to May 2015 | • Covering global, international and emerging markets equity strategies of asset managers • Recommending strategies to financial advisors and portfolio construction teams |
Education
Erasmus Universiteit Rotterdam
MSc, Business Economics
1989 — 1994
Erasmus University Rotterdam School of Management
MSc, Business Administration
1988 — 1992
Skills & Expertise
Others at Trillium Asset Management, LLC (22)
| Name | Role | Location |
|---|---|---|
C Cheryl Smith | Economist and Portfolio Manager | Boston, MA , United States |
| Research Analyst | Boston, MA , United States | |
| Research Analyst | Boston, MA , United States | |
| Head Trader | Salem, MA , United States | |
| Equity Research Analyst | Boston, MA , United States | |
| Portfolio Manager | Boston, MA , United States | |
L Laura Maria Torres | ESG Research Analyst | Boston, MA , United States |
L Laura McGonagle | SVP and Portfolio Manager | Boston, MA , United States |
| Investment Manager | Boston, MA , United States | |
| Investment Associate | Denver, CO , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Portfolio Manager | LMCG Investments, LLC | New York, NY , United States | |
| Portfolio Manager, Partner | LMCG Investments, LLC | United States |