Laura McGonagle
SVP and Portfolio Manager at Trillium Asset Management, LLC
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Trillium Asset Management | SVP and Portfolio Manager | Apr 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 Analyst | Jan 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
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 |
| Investment Manager | Boston, MA , United States | |
| Investment Associate | Denver, CO , United States | |
| Investment Associate | Boston, MA , United States |