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Frieda Gonzalez

Frieda Gonzalez

Equity Analyst at Trillium Asset Management, LLC

New York, NY , United States

About

Frieda Gonzalez is an Equity Analyst at Trillium Asset Management, where she specializes in analyzing and evaluating investment opportunities within the Financials sector. In her role, she conducts in-depth research on financial institutions, including banks, insurance companies, and asset managers, integrating both fundamental analysis and ESG (Environmental, Social, and Governance) factors to inform investment decisions. Her work supports Trillium’s mission of delivering impactful, sustainable investment strategies for clients.

Prior to joining Trillium Asset Management in January 2024, Frieda served as an Equity Analyst at Voya Investment Management, where she gained extensive experience covering the financial services industry. She has also contributed her expertise as a member of the Advisory Council for Harvard Business Review, providing insights on investment trends and industry best practices. Her background includes a strong focus on equity research, portfolio management support, and ESG integration.

Frieda holds degrees from both NYU Stern School of Business and National Taiwan University, which have provided her with a robust foundation in finance and global markets. Her expertise spans financial sector analysis, sustainable investing, and cross-border market dynamics. Frieda is recognized for her commitment to advancing responsible investment practices and for her contributions to thought leadership in the investment industry.

Career History

OrganizationRoleDate RangeDetails
Trillium Asset ManagementEquity AnalystJan 2024 to Present
Financials & Fintech
Harvard Business ReviewAdvisory Council MemberJan 2024 to Present
Voya Investment ManagementEquity AnalystJan 2021 to Jan 2024
Financials & Fintech AGI US was acquired by Voya in 2022 Lead Analyst covering the Financials sector. Advised PMs across strategies totaling ~$20 bn AUM in the SF office. Areas of coverage included b...
Allianz Global InvestorsEquity AnalystJan 2021 to Jan 2022
Financials & Fintech Allianz Global Investors US was a subsidiary of Allianz (ticker: ALV GR Equity). Senior Analyst covering financials, including fintech.
UBSDirector, Equity Research AnalystJan 2017 to Jan 2021
Banks, Consumer Finance, and Payments UBS was the #1 II ranked global equity research platform. Established extensive relationships with management teams in our coverage, institutional clients, and ...
CitiSenior Associate - Equity ResearchJan 2015 to Jan 2017
Banks Collaborated on a 4-associate team to cover US banks, including commercial banks, trust banks, and investment banks. Built a solid foundation in asset liability management and bank forecasting...
CitiAVP - CFO teamJan 2014 to Jan 2015
Global Consumer Banking Part of the 7-person CFO team that supported Citigroup's Global Consumer Bank CFO. My responsibilities involved creating forecasting models for GCB (Outlook, Flash, and Plan...
EQC Funds Equity Research AssociateApr 2012 to Oct 2012
Energy EQC was a Long/Short hedge fund specialized in North America energy sector. Covered natural gas pipeline MLPs while working at EQC. The firm was acquired by Tudor, Pickering, Holt & Co. in 20...
Fubon Securities Co. Ltd.Investment banking and capital marketsJan 2008 to Jan 2011
Generalist Fubon Securities is a subsidiary of Fubon Financial (ticker: 2881 TT Equity), a leading diversified financial services firm in Taiwan. Worked as an investment banker on the advisory side,...

Education

NYU Stern School of Business

National Taiwan University

Skills & Expertise

Presentation Skills
Fundraising
Financial Planning
Banking
Analytical Skills
Public Speaking
Leadership
Business Analysis
International Capital Markets
Market Research
Deal Structuring
ESG
Statistics
Investor Relations
Forecasting
Communication
Alternative Investments
Buyside
Financial Modeling
Valuation
Financial Analysis
Investment Banking
Capital Markets
Equity Research
Bloomberg
Hedge Funds
Investments
Business Strategy
Corporate Finance
Equities
Finance
Portfolio Management
Due Diligence
Strategy
Research
Energy Industry
Asset Management
Business Planning
Client Facing Skills

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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