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Patrick Wollenberg

Patrick Wollenberg

Global Equity Analyst and Portfolio Manager at Trillium Asset Management, LLC

Boston, MA , United States

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

OrganizationRoleDate RangeDetails
Trillium Asset ManagementGlobal Equity Analyst and Portfolio ManagerSep 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 opportunitiesUnknown to Present
ING Investment ManagementSenior Investment Manager Global Consumer Goods EquitiesMar 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 ManagementSenior Due Diligence Analyst Global and International and Emerging Markets EquitiesSep 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

Equities
Asset Management
Portfolio Management
Equity Research
Investment Management
Mutual Funds
Valuation
Investment Strategies
ESG investing
ESG
Sales
Financial Modeling
Research
Leadership
Business Analysis
Banking
Portfolio Managers

Others at Trillium Asset Management, LLC (22)

NameRoleLocation
C
Cheryl Smith
Economist and Portfolio ManagerBoston, MA , United States
Ian Wolf
Ian Wolf
Research AnalystBoston, MA , United States
Jeremy Cote
Jeremy Cote
Research AnalystBoston, MA , United States
Joseph Loux
Joseph Loux
Head TraderSalem, MA , United States
Karen Nyawera
Karen Nyawera
Equity Research AnalystBoston, MA , United States
Kathleen Bochman
Kathleen Bochman
Portfolio ManagerBoston, MA , United States
L
Laura Maria Torres
ESG Research AnalystBoston, MA , United States
L
Laura McGonagle
SVP and Portfolio ManagerBoston, MA , United States
Lisa Mackinnon
Lisa Mackinnon
Investment ManagerBoston, MA , United States
Logan Amaral
Logan Amaral
Investment AssociateDenver, CO , United States
Showing 1-10 of 22 team members

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