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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Trillium Asset Management | Equity Analyst | Jan 2024 to Present | Financials & Fintech |
| Harvard Business Review | Advisory Council Member | Jan 2024 to Present | — |
| Voya Investment Management | Equity Analyst | Jan 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 Investors | Equity Analyst | Jan 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. |
| UBS | Director, Equity Research Analyst | Jan 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 ... |
| Citi | Senior Associate - Equity Research | Jan 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... |
| Citi | AVP - CFO team | Jan 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 Associate | Apr 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 markets | Jan 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
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 |
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