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Cheryl Smith

by Kelsi Boyle last modified 2009-03-26 16:28

Cheryl Smith

Cheryl Smith is Chair of the Board of the Social Investment Forum, President and  Senior Portfolio Manager at Trillium Asset Management Corporation (“Trillium”), an employee-owned investment management company solely devoted to socially responsible investment.  At Trillium, she is additionally Deputy Chief Compliance Officer.  After beginning her career as Assistant Professor of Economics at the University of Denver, Ms. Smith began her investment management career at Trillium Asset Management in 1987.  In 1992 she joined United States Trust Company in Boston (now known as Walden Asset Management) as Vice President and portfolio manager, before rejoining Trillium Asset Management in the fall of 1997.  Ms. Smith serves on the Steering Committee for the Institute for Responsible Investment and on the Board of the Episcopal Divinity School in Cambridge, MA.  She is a former Board member and Advisory Board member of Resist!  Ms. Smith is a Chartered Financial Analyst charterholder, and a member of the CFA Institute, BSAS, and the American Economic Association.  She holds a B.S.F.S. degree from Georgetown University School of Foreign Service, and earned M. A., M. Phil., and Ph.D. degrees in Economics from Yale University.  She has spoken on numerous occasions on integrating environmental, social, and governance criteria into the management of investment portfolios.