Zevin Asset Management

Zevin Asset Management Employee Directory

Financial ServicesMassachusetts, United States11-50 Employees

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: https://www.zevin.com/web-disclosures.

Find Zevin Asset Management employees' phone numbers or email addresses

Zevin Asset Management Global Highlights

Location
Employees

North America
28

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  • United States Of America
    28

Europe
2

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  • United Kingdom Of Great Britain And Northern Ireland
    1
  • Switzerland
    1

Asia
1

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  • Iran
    1

Zevin Asset Management's Leadership

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    S. D.
    Chief Investment Officer, Senior Portfolio Manager
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    S. K.
    President
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    B. Z.
    Owner
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    J. K.
    Coo/Cco
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    R. Z.
    Chairman Of Zevin Asset Management
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    M. P.
    Director, Sustainable Investing
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    P. M. T.
    Director Of Socially Responsible Investing
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  • Stylized image of a person
    C. H.
    Client Portfolio Manager
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Zevin Asset Management Employee Metrics

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2024
2023
  • Analytics
  • Administrative
  • Finance
  • Marketing
  • Operations
  • Other

Contact profiles from Zevin Asset Management

Name
Title
Contact Info
Location
Last Update
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    S. K.
    President
    Phone icon
    United StatesMassachusetts
    Oct 22, 2024
  • Stylized image of a person
    S. D.
    Chief Investment Officer, Senior Portfolio Manager
    Phone icon
    United StatesMassachusetts
    Nov 29, 2024
  • Stylized image of a person
    B. Z.
    Owner
    Phone icon
    United States
    Oct 16, 2024
  • Stylized image of a person
    J. K.
    Coo/Cco
    Phone icon
    United StatesMassachusetts
    Oct 09, 2024
  • Stylized image of a person
    R. Z.
    Chairman Of Zevin Asset Management
    Phone icon
    United StatesMassachusetts
    Aug 04, 2024
  • Stylized image of a person
    M. P.
    Director, Sustainable Investing
    Phone icon
    United StatesNew York
    Nov 29, 2024
  • Stylized image of a person
    P. M. T.
    Director Of Socially Responsible Investing
    Phone icon
    United StatesMassachusetts
    Oct 22, 2024
  • Stylized image of a person
    C. H.
    Client Portfolio Manager
    Phone icon
    United StatesMassachusetts
    Oct 21, 2024
  • Stylized image of a person
    J. L. L.
    Portfolio Manager, Senior Equity Analyst
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    United StatesMassachusetts
    Oct 23, 2024
  • Stylized image of a person
    B. L.
    Senior Portfolio Manager
    Phone icon
    United StatesMassachusetts
    Oct 21, 2024

Frequently Asked Questions

What is Zevin Asset Management known for?

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Zevin Asset Management was founded in 1997 operates in the Financial Services industry. The company's main headquarters is located in 2 Oliver St Suite 806 Boston, Massachusetts 02109 US; you can contact the main corporate office by phone at . Explore Zevin Asset Management's company overview page for more information.

What is Zevin Asset Management's most common email format?

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Zevin Asset Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Zevin Asset Management email formats with LeadIQ.

How many employees does Zevin Asset Management have currently?

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Zevin Asset Management has approximately 17 employees as of August 2024. These team members are located across 3 continents, including North AmericaEuropeAsia.

Who are Zevin Asset Management's key employees and leadership?

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As of August 2024, Zevin Asset Management's key employees include:

  • Chief Investment Officer, Senior Portfolio Manager: S. D.
  • President: S. K.
  • Owner: B. Z.
  • Coo/Cco: J. K.
  • Chairman Of Zevin Asset Management: R. Z.

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