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Laura McGonagle

SVP and Portfolio Manager at Trillium Asset Management, LLC

Boston, MA , United States

About

Laura McGonagle is Senior Vice President and Portfolio Manager at Trillium Asset Management, based in Boston, Massachusetts. She has been with Trillium since 2001, playing a key role in managing sustainable investment portfolios and leading research and investment decisions with a particular emphasis on environmental, social, and governance (ESG) factors. Laura specializes in publicly traded U.S. equities and American Depository Receipts (ADRs) with market capitalizations above $250 million, and she has deep expertise in the Consumer Staples sector.

Her investment focus spans across equity, fixed income, and balanced strategies, with a goal to align clients' financial objectives with long-term societal and environmental benefits. Laura is responsible for portfolio construction, client engagement, and ongoing ESG integration within Trillium’s investment processes, contributing to pioneering work in sustainable and responsible investing. She previously held equity analyst and operational supervisor roles at Adams Harkness (now Canaccord Adams), concentrating on equity research and analysis.

Laura holds a BA in Quantitative Economics from Tufts University and is a Chartered Financial Analyst (CFA) and member of the CFA Society Boston. Her career highlights include significant advancement of ESG investing practices and sector-leading performance in the Consumer Staples space. She is recognized for her rigorous research methodology, thoughtful risk management, and contributions to advancing diversity and inclusion in investment management.

Career History

OrganizationRoleDate RangeDetails
Trillium Asset ManagementSVP and Portfolio ManagerApr 2001 to Present
Lead portfolio manager of Trillium's Small/Mid Cap Core Strategy. Portfolio team member of the All Cap Core and Sustainable Opportunities Strategies. Also an equity research analyst covering the Cons...
Adams Harkness (Now Canaccord Adams)Equity AnalystJan 1998 to Aug 2000
Worked on a team covering the “Healthy Living” group. This group covered specialty consumer stocks which addressed the consumers’ growing awareness of the impact of nutrition, environment and lifestyl...
Adams Harkness (Now Canaccord Adams)Eq. Analyst and Operational Supervisor - Investment Mgmt.Oct 1993 to Dec 1997
Assisted portfolio manager with all aspects of managing a limited partnership along with anumber of retail and trust accounts – $100+ million in assets for 75+ clients Conducted fundamental and techni...

Education

Tufts University

BA, Quantitative Economics

1988 1992

Skills & Expertise

Management
Microsoft Excel
Business Analysis
Strategy
Process Improvement
Strategic Planning
Portfolio Management
Security Event Management
Valuation
Risk Management
Investment Strategies

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
Lisa Mackinnon
Lisa Mackinnon
Investment ManagerBoston, MA , United States
Logan Amaral
Logan Amaral
Investment AssociateDenver, CO , United States
Michael Byrd
Michael Byrd
Investment AssociateBoston, MA , United States
Showing 1-10 of 22 team members