Zevin Asset Management

    OverviewSuggest Edit

    Our employee-​owned firm has been built in order to per­pet­u­ate the unique invest­ment and social invest­ing approaches pio­neered by Robert Zevin over the last four decades. Our growth has mainly been dri­ven by client refer­rals which have kept us from being a large, bureau­cratic orga­ni­za­tion of overly spe­cial­ized peo­ple with slow, unimag­i­na­tive responses to finan­cial mar­kets and client needs. We strive to pre­serve the flex­i­bil­ity and open mind­ed­ness that is essen­tial to good invest­ing and respon­sive­ness to clients. Our firm is also dif­fer­en­ti­ated by a depth of sin­cer­ity of com­mit­ment by its employee own­ers to social change causes. Our busi­ness val­ues include doing things col­lab­o­ra­tively as much as pos­si­ble and hav­ing every­one under­stand and par­tic­i­pate in as many dif­fer­ent aspects of our work as pos­si­ble. We think that this improves our per­for­mance and gives all of us more plea­sure and sat­is­fac­tion in our work. Our invest­ment dis­cus­sions inte­grate the dis­ci­plines of eco­nom­ics, pol­i­tics, finan­cial analy­sis, and sus­tain­abil­ity. This unique process high­lights the inter­ac­tion of the dif­fer­ently focused deci­sion mak­ers and is a key aspect in bring­ing together themes of sus­tain­abil­ity with investing.
    TypePrivate
    Founded1997
    HQBoston, US
    Websitezevin.com

    Locations

    Zevin Asset Management is headquartered in
    Boston, United States

    Location Map

    Latest Updates

    Employees (est.) (Sep 2019)12(-7%)

    Key People/Management at Zevin Asset Management

    Benjamin C. Lovell

    Benjamin C. Lovell

    Senior Portfolio Manager
    Sonia Kowal

    Sonia Kowal

    President
    Steven A. Dray

    Steven A. Dray

    Chief Investment Officer, Senior Portfolio Manager
    Philip Hergel

    Philip Hergel

    Senior Quantitative Analyst
    Stig Zarle

    Stig Zarle

    Senior Securities Analyst
    Pat Miguel Tomaino

    Pat Miguel Tomaino

    Director of Socially Responsible Investing
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    Zevin Asset Management Office Locations

    Zevin Asset Management has an office in Boston
    Boston, US (HQ)
    11 Beacon St #1125
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    Zevin Asset Management Financials and Metrics

    Summary Metrics

    Founding Date

    1997

    Zevin Asset Management Online and Social Media Presence

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    Zevin Asset Management Frequently Asked Questions

    • When was Zevin Asset Management founded?

      Zevin Asset Management was founded in 1997.

    • Who are Zevin Asset Management key executives?

      Zevin Asset Management's key executives are Benjamin C. Lovell, Sonia Kowal and Steven A. Dray.

    • How many employees does Zevin Asset Management have?

      Zevin Asset Management has 12 employees.

    • Who are Zevin Asset Management competitors?

      Competitors of Zevin Asset Management include Bethnal Green Ventures, WHEB and Australian Ethical Investment.

    • Where is Zevin Asset Management headquarters?

      Zevin Asset Management headquarters is located at 11 Beacon St #1125, Boston.

    • Where are Zevin Asset Management offices?

      Zevin Asset Management has an office in Boston.

    • How many offices does Zevin Asset Management have?

      Zevin Asset Management has 1 office.