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Zevin Asset Management is a boutique investment manager with a global focus that integrates sustainability into professional investment management for individuals, families, religious institutions, and non-profits. Since its founding in 1997, Zevin Asset Management has provided wealth advisory and institutional asset management services with a ...
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https://www.zevin.com/meet-our-staff/
Jennifer has been managing operations for Zevin Asset Management since 2000. She took over the role of chief compliance officer in 2015, and is also a member of the Board of Managers. Jennifer is responsible for overseeing all operations, including trading, IT, client services, and human resources.
https://www.sec.gov/divisions/corpfin/cf-noaction/14a-8/2021/zevinkroger042021-14a8.pdf
Zevin Asset Management, LLC Response to Kroger No-Action Request March 8, 2021 Page 3 municipalities, including Los Angeles, Chicago, and New York City, had such requirements as of March 2020.7 President Obama signed an Executive …
https://whalewisdom.com/filer/robert-brooke-zevin-associates-inc
Zevin Asset Management is a large advisory firm with 357 clients and discretionary assets under management (AUM) of $625,660,905 (Form ADV from 2021-03-24). Their last reported 13F filing for Q2 2021 included $501,502,000 in managed 13F securities and a top 10 holdings concentration of 43.89%. Zevin Asset Management's largest holding is ...
https://www.zevin.com/news-views/
Zevin Asset Management retained Real Impact Tracker to perform an assessment, which is a requirement for being included in the Certified Community. The assessment took account of the Zevin Asset Management’s abilities in shareholder engagement, its public advocacy, and its integration and promotion of environmental and social considerations ...
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