About
Lisa MacKinnon is an Investment Manager at Trillium Asset Management in Boston, MA, where she focuses on stewarding and building relationships with clients, prospects, and partners. Her responsibilities include managing investment strategies for high-net-worth individuals, nonprofit institutions, and family offices, particularly within the Private Client and Global Institutional Business Development divisions.
She is a key member of Trillium’s Private Client team, collaborating on the development and monitoring of customized investment programs that reflect both financial goals and ESG (environmental, social, and governance) values. Lisa leverages the firm’s Total Portfolio Activation framework, supporting impact-driven investments across all major asset classes, with an emphasis on sustainable and responsible investment solutions.
Lisa has been with Trillium since 1993 and holds a degree from UMass Boston. With over three decades of experience, she has contributed significantly to the advancement of values-based investing and client-focused portfolio management in the asset management sector.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Trillium Asset Management | Investment Manager | May 1993 to Present | — |
Education
UMass Boston
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 Associate | Denver, CO , United States | |
| Investment Associate | Boston, MA , United States |