Steven A. Dray, CFA, CFP®

photoChief Invest­ment Offi­cer, Senior Port­fo­lio Manager

As our chief invest­ment offi­cer, Steven chairs the Invest­ment Com­mit­tee and co-​ordinates its work. Within this group he con­tributes to the macro­eco­nomic sce­nar­ios, asset allo­ca­tion, and secu­rity selec­tion deci­sions made on behalf of all firm clients. He also man­ages invest­ment port­fo­lios and rela­tion­ships for indi­vid­ual and insti­tu­tional clients at Zevin.

Before join­ing Zevin Asset Man­age­ment in 2016, Steven was a senior port­fo­lio man­ager over­see­ing client port­fo­lios and equity mutual funds at AlphaOne Cap­i­tal in Boston. He began serv­ing those clients in 2001 while at sis­ter com­pa­nies David L. Bab­son and Oppen­heimer­Funds, where he sim­i­larly served as a port­fo­lio man­ager. Prior to earn­ing his MBA in Finance at Indi­ana Uni­ver­sity, Steven taught Eng­lish as a Sec­ond Lan­guage in Costa Rica and worked in the engi­neer­ing field ana­lyz­ing fiber optic com­mu­ni­ca­tions. He received his BS in Elec­tri­cal Engi­neer­ing in 1991 from Tufts Uni­ver­sity, where he also fur­thered his pas­sion for soc­cer on the Tufts men’s team. Steven most recently became a CER­TI­FIED FINAN­CIAL PLAN­NER™ pro­fes­sional to deepen his pri­vate client expertise.

Steven is a mem­ber of the CFA Soci­ety Boston, the Char­tered Finan­cial Ana­lysts Insti­tute, and the Boston Estate Plan­ning Coun­cil. He has served as a board mem­ber of Indi­ana University’s Reese Invest­ment Fund for the past 15 years and is a for­mer board mem­ber of Lead­ers of Tomor­row, Inc., a non­profit that closely sup­ports at-​risk youths in the Allston-​Brighton com­mu­nity. One of Steven’s great­est joys has come from coach­ing youth soc­cer in his town for the past 11 years.

Steven cher­ishes fam­ily time spent with his wife and teen daugh­ter and son. He is an avid world trav­eler and is pas­sion­ate about social jus­tice and cor­po­rate gov­er­nance, espe­cially as it relates to exces­sive pay for those at the top.