Zevin Asset Management LLC
Legal Name: ZEVIN ASSET MANAGEMENT, LLC
Full Contact Details
Zevin Asset Management LLC
2 OLIVER STREET, SUITE 806, BOSTON, MA
617-742-6666
617-742-6660
Other Info
Zevin Asset Management LLC, legally known as ZEVIN ASSET MANAGEMENT, LLC, is a Massachusetts-based Limited Liability Company that employs 10 individuals, of which 5 are advisory roles. The number of clients served by the firm is unknown. Zevin Asset Management is an SEC approved entity, with a registration date of September 11, 2012.
Zevin Asset Management - Socially Responsible Investing
Since 1997, Zevin Asset Management has provided wealth advisory and institutional asset management services with a specialization in socially responsible investing.
Direct Owners
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JENNIFER LYNNE KELLEY
CCO, COO, MEMBER BOARD OF MANAGERS owns more than 25% but less than 50%
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PHILIP ALBERTO HERGEL
SENIOR QUANTITATIVE ANALYST owns more than 10% but less than 25%
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SONIA LARISSA KOWAL
PRESIDENT, MEMBER BOARD OF MANAGERS owns more than 10% but less than 25%
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STEVEN ANDREW DRAY
CHIEF INVESTMENT OFFICER, SENIOR PORTFOLIO MANAGER, MEMBER BOARD OF MANAGERS owns more than 5% but less than 10%
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STIG ERIC ZARLE
SENIOR SECURITIES ANALYST owns more than 5% but less than 10%
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