Who We Are

sustainable INVESTING HISTORY AND PHILOSOPHY

Since its founding in 1997, Zevin Asset Management has distinguished itself as an investment manager with an expertise in socially responsible investing. Our guiding philosophy is that less risk can lead to better returns over time, and we can back up that belief with a more than 25-year track record that has been tested over a variety of market conditions.

Since our inception, social responsibility has been at the forefront of our work. We integrate environmental, social, and governance (ESG) analysis into our investment process as an indicator of risk and opportunity, and we engage directly with companies on clients’ behalf to achieve meaningful improvements in companies’ behaviors. We are also a Certified B Corporation and a 100% employee-owned, majority women-owned firm.

 

MEET OUR EXPERIENCED, DIVERSE TEAM

We are a small team with the professional expertise of a larger firm. All of our investors have had careers at large institutional money managers and joined Zevin Asset Management with the intention of working for a boutique firm specializing in responsible investing.


INVESTMENT TEAM

Headshot of Sonia Kowal, Zevin Asset Management

Sonia Kowal
President

Headshot of Christopher Harris, Zevin Asset Management

Christopher Harris
Client Portfolio Manager

Headshot of Steven Dray, CFA, CFP, Zevin Asset Management

Steven Dray, CFA, CFP®
Chief Investment Officer,
Senior Portfolio Manager

Headshot of Philip Hergel, Zevin Asset Management

Philip Hergel
Senior Quantitative Analyst

Headshot of Cate Faddis, CFA, CPA, Zevin Asset Management

Cate Faddis, CFA, CPA
Senior Portfolio Manager

Headshot of Max El-Sokkary, CFA, Zevin Asset Management

Max El-Sokkary, CFA
Senior Equity Analyst

Headshot of Jane Liou Li , Zevin Asset Management

Jane Liou Li
Portfolio Manager,
Senior Equity Analyst

Headshot of Richard Shih, CFA, Zevin Asset Management

Richard Shih, CFA
Senior Equity Analyst

Headshot of Marcela Pinilla, Zevin Asset Management

Marcela Pinilla
Director of Sustainable Investing

 
 

OPERATIONS AND CLIENT SERVICE

Headshot of Jennifer Kelley, Zevin Asset Management

Jennifer Kelley
Chief Compliance Officer,
Chief Operations Officer

Headshot of Brian Swope, Zevin Asset Management

Brian Swope
Back Office Administrator

Headshot of Nita Sunder, Zevin Asset Management

Nita Sunder
Senior Client Service Associate

Headshot of Michael McHugh , Zevin Asset Management

Michael McHugh
Client Service Associate

Headshot of Olivia Williams, Zevin Asset Management

Olivia Williams
Communications Assistant,
Office Administrator

 

commitment to diversity, equity, and inclusion

As a socially responsible investment firm, we feel it is important to hold ourselves to the same standards and scrutiny that we use when analyzing companies for potential investment. Our emphasis on diversity, equity, and inclusion in our shareholder advocacy and in our ESG process signals our deep commitment to this area.

Consistent with our belief in the inherent worth and dignity of each person, Zevin Asset Management intentionally recruits and hires diverse staff and vendors. This includes a commitment to take affirmative action to hire, retain, and promote qualified women, people with disabilities, and candidates who identify as people of color, indigenous, and/or LGBTQ+.

We believe such policies are instruments of social change responding to years of past discrimination. What's more, we believe that a diverse workforce that operates in an equitable and inclusive culture will help us better capitalize on market opportunities, innovate, and improve our resiliency, as well as reinforces our commitment to social responsibility as a firm. We are heartened by the fact that clients, prospective clients, and gatekeepers are paying increasing attention to this issue.

Careers

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