Robert Zevin, the founder of Zevin Asset Management, is an activist during the Vietnam War and an active member of the South Africa Divestment movement. He is a member of Northstar Asset Management and contributes to the Haymarket Foundation and United States Servicemen’s Fund. His daughter, Sonia Kowal, handles client relationships and research on environmental, social, and governance issues. Kowal previously worked at EIRIS U.S. office and Bailie Gifford in Scotland.
The investment philosophy of Robert Zevin, founder of Zevin Asset Management, is based on the principle that most professional investors take on too much risk. The objective of the company is to minimize the risk of major losses while maximizing profits. As a result, Zevin is a very conservative, risk-averse firm. However, the firm does have a number of socially responsible investment strategies. Listed below are some of the strategies used by the firm.
Investing in public stock, bonds, and ETFs is at the heart of the philosophy of Zevin Asset Management. The firm invests in government bonds and cash equivalents, which comprise 13% of its AUM. In addition to actively managing a portfolio, Zevin Asset Management engages in advocacy efforts to support left-of-center causes. For example, Zevin Asset Management has actively engaged in shareholder meetings and proposals to push for stronger climate change measures and alternative energy sources. The firm also requires companies to report on their climate risk management, including how they intend to manage the risks associated with those investments.
As Chief Operating Officer of Zevin Asset Management, Jennifer Kelley oversees the company’s operations. She is a member of the firm’s C-Suite Department and oversees trading, IT, human resources, and the company’s compliance program. Jennifer graduated from Salem State University in 1996 and is based in Boston, Massachusetts. You can learn more about Jennifer Kelley by reading her LinkedIn profile.
As Chief Compliance/Operations Officer of Zevin Asset Management, Jennifer Kelley oversees $443 million in assets. The company’s portfolio includes 81 companies. Two of its largest investments are Automatic Data Processing (ADP) and Visa Inc., which are each worth around $47 million. Zevin has recently made a move toward investing in the technology sector, buying 183,758 shares of Edp Renovaveis for $6.16 million.
Steven A. Dray
Steven A. Dray is the Chief Investment Officer of Zevin Asset Management, a company that has seventeen employees. Prior to joining Zevin, he worked as a senior portfolio manager at AlphaOne Capital in Boston, where he cultivated long-term relationships with clients. He also held positions at OppenheimerFunds and sister companies David L. Babson and Oppenheimer. Prior to joining Zevin, Steven worked in the field of engineering, analysing fiber optic communications. He graduated from Tufts University with a B.S. in Electrical Engineering.
Since joining Zevin Asset Management in 1998, Philip has developed a quantitative background and enjoys applying it to a team environment. He is responsible for all aspects of Zevin Asset Management’s proprietary asset allocation model, and consults with the investment team frequently throughout the process of building portfolios. In addition, he has extensive experience in guiding investment decisions. Zevin Asset Management is a leading asset management firm in Connecticut.
Pat Miguel Tomaino
Pat Miguel Tomaino, Associate Director of Socially Responsible Investing at Zevin Asset Management LLC, has been named one of the “Ones to Watch” in Bloomberg Businessweek’s inaugural list of the world’s 50 most influential business leaders. His peers and colleagues nominated him for the honor. Below, he shares more about his role at Zevin. We also look at some of his notable contributions to his community.
Mr. Tomaino leads Zevin Asset Management’s approach to socially responsible investing, channeling investor voices into positive change in companies through keen research and high-level dialogue with executives. Impact investing reduces the risk in client portfolios and contributes to the social and environmental benefits of companies. He graduated from Harvard College and worked for F&C Asset Management in Latin America. Interested in this kind of investing?
Sonia Kowal, president of Zevin Asset Management, is an expert on deep impact investing. She holds a BS in zoology from the University of Edinburgh and an MS in investment analysis from the University of Stirling. She has more than 20 years of experience in financial services and has been involved with financial services organizations for over a decade. She has a thorough understanding of the complexities of the global investment industry.
Sonia Kowal, President of Zevin Asset Management, is a member of the firm’s investment committee and oversees corporate affairs. She is also responsible for ESG research and proxy voting strategies. Before joining Zevin Asset Management, she was head of Ethical Investment Research Services’ U.S. office. She previously served as an investment research analyst at Baillie Gifford in Scotland. Kowal has a BS in Zoology and an MS in Investment Analysis from the University of Stirling.