Elizabeth Levy, CFA

Elizabeth Levy, CFA

Portfolio Manager

Elizabeth Levy is a portfolio manager for the Trillium Small/Mid Cap Fund. Her responsibilities for the Small/Mid Cap Fund include conducting equity analysis and managing the fund’s investment strategy.

Prior to joining Trillium in 2012, Liz worked as a Portfolio Manager for Winslow Management Company, a division of Brown Advisory, where she had been since 2004. She managed two environmentally-focused investment strategies, the Winslow Green Large Cap strategy from 2009-2011 and the Winslow Green Growth strategy during 2011. She also provided equity research across Brown Advisory’s strategies, with a focus on water companies and green transportation companies.

Before joining Winslow, Liz was a Research Associate for Tellus Institute, an environmental research organization. She served on the Steering Committee of the Social Investment Research Analysts Network (SIRAN) and is a previous Treasurer and Vice President of the Board of Directors of Harvest Cooperative Markets in Boston.

Elizabeth holds a B.S. in Chemistry from the College of William and Mary and a Master of Environmental Management from the Yale School of Forestry and Environmental Studies. She is a member of the Executive Committee of the Boston Chapter of the Appalachian Mountain Club. Elizabeth is also a member of the CFA Society Boston and is a Chartered Financial Analyst charterholder.

Laura McGonagle, CFA

Laura McGonagle, CFA

Portfolio Manager

Laura McGonagle is portfolio manager for the Trillium Small/Mid Cap Fund. Her responsibilities for the Small/Mid Cap Fund include conducting equity analysis and managing the fund’s investment strategy. Prior to joining Trillium in 2001, she was an Equity Research Analyst at Adams, Harkness and Hill, a Boston-based investment bank with a focus on emerging growth companies. Laura’s last position at Adams was as a Sell-side Equity Analyst in the “Healthy Living” group. This group covered specialty consumer stocks which addressed the consumers’ growing awareness of the impact of nutrition, environment, and lifestyle choices on their well-being.

Laura earned a B.A. in quantitative economics from Tufts University in 1992. She is a member of CFA Society Boston and the CFA Institute and is a Chartered Financial Analyst (CFA) charterholder.

Mitali Prasad, CFA Portfolio Manager

Mitali Prasad, CFA Portfolio Manager

Mitali Prasad is a portfolio manager for the Trillium Small/Mid Cap Fund. She is also a Research Analyst. Her responsibilities for the Small/Mid Cap Fund include conducting equity analysis and managing the Fund’s investment strategy.

Mitali joined Trillium in 2016 and previously served as a portfolio manager and equity research analyst at Washington Capital Management, where she covered multiple industry sectors and managed MID and SMID GARP portfolios. She held similar portfolio manager and equity analyst roles at OFI Institutional (Oppenheimer Funds) and Babson Capital Management, where she started her career in 1994. Mitali holds a Bachelor of Electronics and Telecommunications Engineering from the Delhi Institute of Technology in New Delhi, India and a Master of International Affairs from Columbia University in New York. She earned an M.B.A. from the Indian Institute of Management in Bangalore, India in 1991. She is a Chartered Financial Analyst (CFA) charterholder and a member of the CFA Institute and the CFA Society Boston, serving on its SRI (Socially Responsible Investing) committee from 2008 – 2010 and as Chair of its Value Investing committee from 2009-2013.

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