Zevin Asset Management
Zevin Asset Management is an investment manager with a global focus that integrates sustainability into professional active investment management for our clients- Individuals and families who want to create value through their values - Endowments, foundations, non-profits and religious institutions who want their investment choices to reflect, rather than undermine, their mission - Advisors who are looking for sub-advised SRI/ESG solutions With a more than 25-year track record under our belt, we proudly put our expertise to work by helping our clients reach their financial goals. Our dual objective as longtime sustainable investors is to achieve financial returns while also creating positive social and environmental impact. We specialize in risk minimization through customized, separately managed accounts of active equity and fixed-income allocations that seek capital appreciation. Zevin Asset Management’s seasoned team approaches social responsibility not only as an ethical good, but also as an essential tool to reduce risk, find opportunities, and deliver competitive performance over the long term. Key pillars of our approach to social responsibility include ESG integration, shareholder advocacy, screening, and proxy voting. We pride ourselves on being a B Corporation and a 100% employee-owned, majority women-owned firm. Specialties: Socially Responsible Investing, Environmental, Social and Governance (ESG) Investing, Impact Investing, Mission-Aligned Investing, Wealth Management, Shareholder Advocacy & Engagement Updates and posts on this page should not be construed as investment advice. Zevin Asset Management is not liable for the content of third party sites. Links provided are simply for ease of reference. Please see additional important disclosures on our website:
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Verified contacts
13
available on Kipplo
LinkedIn employees
17
11 to 50 range
Open roles
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Distinct roles
9
indexed titles
Tech stack
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Monthly traffic
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Decision-makers and verified team members
13 contacts with verified email or phone · masked until revealed.
- BS
Brian Swope
Back Office Administrator · Operations
EmailPhone - JK
Jennifer Kelley
Zevin Asset Management (Zam) · Other
EmailPhone - SK
Sonia Kowal
Zevin Asset Management (Zam) · Other
EmailPhone - SD
Steven Dray
Zevin Asset Management (Zam) · Other
EmailPhone - BL
Benjamin Lovell
Senior Portfolio Manager · Finance & Accounting
EmailPhone - CF
Catherine Faddis
Portfolio Manager · Finance & Accounting
EmailPhone - BZ
Brooke Zepp
Owner · General Business & Management
EmailPhone - RS
Richard Shih
, & · Other
EmailPhone
Showing 8 of 13 verified contacts
Top roles at Zevin Asset Management
9 distinct titles indexed · top 9 shown.
- 4zevin asset management (zam)
- 1, &
- 1back office administrator
- 1client portfolio manager
- 1client service associate
- 1communications assistant & office administrator
- 1owner
- 1portfolio manager
- 1senior portfolio manager
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