INVESTMENT PROFESSIONALS

Jackson W. Robinson
Founder & Chief Investment Officer,
Winslow Management Company

Jack founded Winslow Management Company in 1983, with the mission of providing green investment services to individual and institutional clients. After several years of managing environmentally responsible portfolios and discovering how they often outperformed unscreened portfolios, he decided in 1991 to focus exclusively on environmentally sustainable investing. Under Jack's leadership, Winslow has developed a unique growth investment style, investing exclusively in companies with clean operations and companies offering green solutions such as resource efficiency or renewable energy. Winslow's investment strategy seeks hidden opportunities among the companies in these markets - companies that appear poised for rapid growth, or companies whose stocks are undervalued by the broader market.

Jack serves on the Board of Directors of Spartech Corporation (NYSE:SEH), as a director of the Jupiter European Opportunities Trust PLC, and as a Trustee of Suffield Academy, where he chairs the investment committee. Mr. Robinson also serves on the Advisory Board of the American Council for Renewable Energy (ACORE) and participates in the Brown Forum for Enterprise. He holds a B.A. from Brown University.

Karina Funk, CFA
Equity Research / Portfolio Manager

Karina provides equity research at Winslow with a focus on clean energy companies and green building products companies. She also serves as backup portfolio manager for the Winslow Green Growth strategy. She joined Winslow Management Company after previous experience as an independent consultant to entrepreneurs and venture capital investors in the clean energy space. Prior to joining Winslow, she managed direct investments at the Massachusetts Renewable Energy Trust, where she launched an $8 million initiative for early-stage companies and managed the Trust's commitment as lead LP of the Massachusetts Green Energy Fund, a state-sponsored venture capital fund. Earlier in her career, Karina was a strategy consultant at Cap Gemini Ernst & Young, and before that she was at Électricité de France, advising their corporate strategy division on the economics of alternative energy technologies. She holds a B.S. in Chemical Engineering from Purdue University, two Masters degrees from MIT, a post-graduate diploma from the École Polytechnique in France. She is a CFA charterholder.

Elizabeth Levy
Equity Research / Portfolio Manager

Elizabeth is the co-portfolio manager for the Winslow Green Large Cap strategy. She also provides equity research at Winslow with a focus on water companies and green transportation companies. Before joining Winslow, she worked as a Research Associate for Tellus Institute, an environmental research organization. She serves on the Steering Committee of the Social Investment Research Analysts Network (SIRAN) and co-chairs its Research and Outreach Committee; she is also the Treasurer and a member of the Board of Directors of Harvest Cooperative Markets in the Boston area. She holds a B.S. in Chemistry from the College of William and Mary and a Master of Environmental Management from the Yale School of Forestry and Environmental Studies. She is currently a Level III candidate for the Chartered Financial Analyst designation.

Daniel Linnehan
Portfolio Trader

Dan is Winslow's primary portfolio trader. He is responsible for the accurate and efficient execution of Winslow's investment decisions, and is an active participant on Winslow's investment committee. Dan has over 15 years of equity trading experience. Prior to joining Winslow, Dan held senior trading positions at Canaccord Adams, Leerink Swann, and Tucker Anthony. He holds a B.A. in Economics from Framingham State College.

David Powell, CFA
Portfolio Manager

David is the co-portfolio manager for the Winslow Green Large Cap strategy. David is a partner at Brown Advisory, serving since 1999 as a portfolio manager and an equity research analyst focused on the industrials and energy sectors. He began working with the Winslow investment team to help create Winslow's Green Large Cap strategy in 2009. Prior to joining Brown Advisory, he worked for several years at T. Rowe Price. He serves on the boards of the Union Memorial Foundation and the Lockart Vaughan Foundation. David holds a B.A. from Bowdoin College. He is a CFA charterholder.

STAFF

Ethan Berkwits
Director of Marketing

Ethan oversees Winslow's sales, marketing and distribution programs. Prior to joining Winslow, Ethan was the marketing director for Green Century Funds, an environmentally responsible mutual fund company based in Boston. Earlier in his career, Ethan was a Principal at Alliance Consulting Group, a Boston-based strategic consulting firm focusing on the technology and consumer products industries, and also spent several years working as an associate within Merrill Lynch's Private Client Group. Ethan holds a B.A. in Public Policy from Duke University and an M.B.A. from Boston University.

Sarah Falk
Client Relations Specialist

Sarah is Winslow's Client Relations Specialist, she ensures quality service for all of Winslow's institutional accounts and serves as the firm's primary point of contact for institutional consultants. Prior to joining Winslow she held the position of Equities Business Analyst & Sales Associate at Canaccord Adams, where she performed extensive department analysis, cultivated client relationships, marketed with executive management teams and played a lead role in organizing the firm’s annual investor conference.  Earlier in her career she was a Senior Analyst at Thomson Financial Research.  Sarah holds a B.A. in Economics from Tufts University.