Robert Brooke Zevin Associates
How we invest

Robert Brooke Zevin

President

Robert has been a leader in socially responsible investing since his pioneering work in SRI forty years ago.  He has been president of Robert Brooke Zevin Associates as well as holding various senior positions at the former United States Trust Company of Boston.  In the 1960’s Robert was also a pioneer in the use of Modern Portfolio Theory and computer technology applied to investment decision making. 

Robert played a leading role in the anti-apartheid divestment campaign in the 1980’s, testifying before dozens of city councils, state legislators and college and university boards as well as writing the major studies used by the states of Connecticut and Michigan to justify divestment and serving as the only expert witness in the successful defense of the city of Baltimore’s divestment decision.  He helped found and served as chair of Shared Interest, an organization that supports the informal economy in post-apartheid South Africa.

Robert is an economic historian and has taught at Berkeley, Columbia, Harvard, Boston University, U.Mass Amherst and Simmons College.  He has also written articles for the Atlantic Monthly, Boston Globe, New York Times, Liberation and Working Papers and invited chapters in a number of books.  His two published books are The Growth of Manufacturing in Early Nineteenth Century New England (1975), and A Greater Good:  Potentials for an Intelligent Economy (1983).

Robert earned a B.A. in mathematics from Antioch College (1959), an M.S. in mathematics from Ohio State University (1960), an M.S. in economics from Harvard (1962) and subsequently a Ph.D. in economics from Harvard.

Benjamin C. Lovell

Vice President and Portfolio Manager

Ben joined RBZA in 2007.  He possesses a wealth of experience and has been managing socially responsible portfolios since 1985. Most notably he founded Clean Yield Asset Management with two partners where he served as the firm’s President from 1985 until 1996.  Subsequently he was a vice president and portfolio manager with F.L. Putnam Investment Management from 1996 until 2002. 

Prior to entering the investment field he held accounting positions with PriceWaterhouseCoopers and Tyco International. He received his BS in Environmental Conservation in 1977 and an M.B.A. from the University of New Hampshire in 1983.

Ben is a member of the Chartered Financial Analysts Institute, the Boston Security Analysts Society (BSAS), and the Social Investment Forum.  Ben is a Chartered Financial Analyst. He currently serves on the board of the Jessie Smith Noyes Foundation and has served as an officer or on boards or committees associated with the Maine Initiatives Fund, the Seacoast Anti-Pollution League, York Hospital, Bow Street Youth Symphony, Maine Businesses for Social Responsibility, the Portsmouth Music Hall, the Exeter Area VNA, and the York Rotary Club.

Sonia Kowal

Director of Socially Responsible Investment

Sonia joined Robert Brooke Zevin Associates in 2009. Sonia directs our efforts to be actively responsible investors regarding important social and environmental issues, proxy voting policies, and shareholder dialogues as well as managing marketing and ongoing client-relations. Previously, Sonia headed Ethical Investment Research Services' (EIRIS) US office in Boston where she was a Senior Research Analyst. She has also worked for over six years as a Portfolio Manager and Investment Research Analyst at Baillie Gifford in Scotland where she had responsibility for investments in Emerging Markets. Sonia holds a BS from the University of Edinburgh in Zoology and an MS from the University of Stirling, Scotland in Investment Analysis. She is an active member of the Social Investment Forum as well as the Sustainable Investment Research Analyst Network and is a frequent speaker at industry events.

Amber Fairbanks 

Senior Securities Analyst 

Amber joined Robert Brooke Zevin Associates in 2007.  Previously she worked as an analyst for J.L. Kaplan Associates, a division of Evergreen Investments, and for Delta Partners, L.L.C., a Boston based hedge fund.  She received her M.B.A. from Boston College and a BS in Environmental Science, Cum Laude from University of Massachusetts.  Amber is a member of the Chartered Financial Analysts Institute, and the Boston Security Analysts Society (BSAS). 

Dan Thorn  

Senior Securities Analyst 

Dan joined Robert Brooke Zevin Associates in 2009. Dan has a wide range of experience, including equity analyst positions with Evergreen Investments, Noble Partners, and Manchester Growth Fund.  Dan’s responsibilities include researching stocks and bonds as well as larger macro trends.  He received his M.B.A. Summa Cum Laude from Babson College.  Dan is a CFA charter holder and a member of the Boston Securities Analyst Society (BSAS).

Philip Hergel  

Senior Quantitative Analyst 

Philip and his family relocated to the Boston area in 2008 to join Robert Brooke Zevin Associates. Previously, Philip spent over ten years with BCA Research (formerly the Bank Credit Analyst), a well known independent investment research and advisory firm. Philip currently provides the quantitative modeling inputs which help to drive the asset, country and sector allocations within our portfolios. Philip holds an M.A. in Economics and an undergraduate degree in Statistics from Concordia University in Montreal.

Jennifer Kelley

Operations Manager

Jennifer Kelley has been managing the operations for Robert Brooke Zevin Associates since 2000. She received her M.B.A. from Salem State College, and a BA in Computer Sciences from St. Anselm College. She is actively involved with her two boys and volunteers for many sports programs in her home town.

Cristina Carbunaru

Investment Assistant

Cristina is a recent graduate of BostonUniversity and holds a Bachelor of Arts in Economics. Prior to joining the staff at Robert Brooke Zevin Associates, she worked as an intern on the corporate bonds Desk at NewEdge in NYC and also worked summers with the Student Conservation Association. Cristina's interests lie in US environmental policy and she strives to be an environmentally conscious member of the community.

 


Conctact Us


Robert Brooke Zevin Associates