ZEVIN ASSET MANAGEMENT, LLC of BOSTON, MA is an SEC-registered investment adviser (CRD 165269). Regulatory assets under management: $1.0B.
Compensation: % of AUM, Hourly, Other.
Clients served: Individuals, High net worth, Pooled vehicles, Other.
| Name | Role | Location |
|---|---|---|
| Jennifer Lynne Kelley | CCO, COO, MEMBER BOARD OF MANAGERS | — |
| Philip Alberto Hergel | SENIOR QUANTITATIVE ANALYST | — |
| Sonia Larissa Kowal | PRESIDENT, MEMBER BOARD OF MANAGERS | — |
| Steven Andrew Dray | CHIEF INVESTMENT OFFICER, SENIOR PORTFOLIO MANAGER, MEMBER BOARD OF MANAGERS | — |
| Jane Liou Li | PORTFOLIO MANAGER | — |
| ZEVIN ROBERT BROOKE | CHAIRMAN, FOUNDER, CIO, MEMBER OF ELECTED BOARD OF MGRS; CHAIRMAN, FOUNDER, CIO, MEMBER OF ELECTED BOARD OF MGRS, OWNER OF 100% PREFERRED PARTNERSHIP UNITS; CHAIRMAN, SENIOR PORTFOLIO MANAGER, MEMBER BOARD OF MANAGERS | — |
| LOVELL BENJAMIN CROCKER | MEMBER; MEMBER BOARD OF MANAGERS, SENIOR PORTFOLIO MANAGER; MEMBER ELECTED BOARD OF MANAGERS, OWNER OF 26.3% COMMON PARNERSHIP UNITS (+3 more) | — |
| KELLEY JENNIFER LYNNE | CCO, COO, MEMBER BOARD OF MANAGERS; CCO, COO, MEMBER ELECTED BOARD OF MANAGERS, OWNER OF 27.9% OF COMMON PARTNERSHIP UNITS; CCO, COO, MEMBER ELECTED BOARD OF MANAGERS, OWNER OF 30% OF COMMON PARTNERSHIP UNITS (+1 more) | — |
| FAIRBANKS AMBER LYNN | SENIOR SECURITIES ANALYST/PORTFOLIO MANAGER; SENIOR SECURITIES ANALYST/PORTFOLIO MANAGER. OWNER OF 12.5% COMMON PARTNERSHIP UNITS; SENIOR SECURITIES ANALYST/PORTFOLIO MANAGER. OWNER OF 12% COMMON PARTNERSHIP UNITS (+2 more) | — |
| THORN DANIEL LUKE | SENIOR SECURITIES ANALYST/PORTFOLIO MANAGER. OWNER OF 10.5% COMMON PARTNERSHIP UNITS; SENIOR SECURITIES ANALYST/PORTFOLIO MANAGER. OWNER OF 10% COMMON PARTNERSHIP UNITS; SENIOR SECURITIES ANALYST/PORTFOLIO MANAGER. OWNER OF 8% COMMON PARTNERSHIP UNITS | — |
| HERGEL PHILIP ALBERTO | QUANTITATIVE ANALYST, OWNER OF 10% COMMON PARTNERSHIP UNITS; QUANTITATIVE ANALYST, OWNER OF 8% COMMON PARTNERSHIP UNITS; SENIOR QUANTITATIVE ANALYST (+2 more) | — |
| KOWAL SONIA CARISSA | PRESIDENT, OWNER 10% COMMON PARTNERSHIP UNITS; PRESIDENT, OWNER 9% COMMON PARTNERSHIP UNITS | — |
| LI JANE LIOU | PORTFOLIO MANAGER | — |
| KOWAL SONIA LARISSA | PRESIDENT, MEMBER BOARD OF MANAGERS; PRESIDENT, OWNER 10% COMMON PARTNERSHIP UNITS; PRESIDENT, OWNER 13.2% COMMON PARTNERSHIP UNITS | — |
| DRAY STEVEN ANDREW | CHIEF INVESTMENT OFFICER, SENIOR PORTFOLIO MANAGER, MEMBER BOARD OF MANAGERS | — |
| ZARLE STIG ERIC | SENIOR SECURITIES ANALYST | — |