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- Custodian
- Charles Schwab & Company ยท US Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-01-2000
- Office Locations
- 1
Office Locations
About Zevin Asset Management, LLC
Zevin Asset Management is a Boston-based sustainable and responsible investment manager with a global focus, offering customized separately managed accounts with active equity and fixed-income allocations. The firm works with individuals and families as well as foundations, religious institutions, nonprofits, and advisors, aiming to manage risk while pursuing capital appreciation alongside positive social and environmental impact. Certified B Corp with a 25+ year track record.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
JENNIFER LYNNE KELLEY
Chief Compliance Officer, Chief Operating Officer, Chief Operations Officer
- CRD
- --
- Ownership
- 25% but less than 50%
STEVEN ANDREW DRAY
Chief Investment Officer, Financial Professional, Senior Portfolio Manager
- CRD
- #2963066
- Ownership
- 10% but less than 25%
Showing 2 of 5 owners & executives
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CATHERINE VANESSA FADDIS
Senior Portfolio Manager
- CRD
- #4751745
Christopher Robbi Harris
Portfolio Manager
- CRD
- #6490148
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,016,644,077 | $1,325,481 |
| Non-Discretionary | $3,732,219 | $1,866,110 |
| Total | $1,020,376,296 | $1,326,887 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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