Zevin Asset Management, LLC

Catherine Faddis is a CFA® charterholder with 13 years of industry experience. She is currently with Zevin Asset Management, LLC and has previously worked at Fernwood Investment Management, LLC and Grace Capital. Zevin Asset Management provides discretionary portfolio management and related financial planning to individuals, trusts, foundations, and institutional clients, specializing in socially responsible and ESG-aligned investing. The firm employs a long-only, bottom-up investment process that integrates fundamental equity research, global macro considerations, and ESG analysis to build diversified portfolios focused on risk mitigation.

Steven Dray is a CFP® and CFA® with nine years of industry experience. He has worked at Zevin Asset Management, LLC since 2016 and was previously with AlphaOne Capital Partners, LLC from 2009 to 2016. He is based in Boston, MA. Zevin Asset Management provides discretionary portfolio management and financial planning services to individuals, trusts, foundations, and institutional clients, specializing in socially responsible and ESG-aligned investing. The firm employs a long-only, bottom-up investment approach that integrates fundamental equity research, global macro analysis, and ESG factors to build diversified portfolios focused on risk mitigation.

Christopher Harris is a financial advisor at Zevin Asset Management, LLC with 10 years of industry experience. He holds the Series 66 designation and has previously worked at TIAA-CREF Individual & Institutional Services and Morgan Stanley. Harris serves as Treasurer on the Board of Directors for the Transformative Culture Project, a nonprofit youth arts organization. Zevin Asset Management provides discretionary portfolio management and financial planning to individuals, trusts, foundations, and institutional clients, specializing in socially responsible and ESG-aligned investing. The firm uses a long-only, bottom-up investment process that integrates fundamental equity research, global macro analysis, and ESG considerations to build diversified portfolios emphasizing risk mitigation.

Jane Li is a Series 65-licensed financial advisor at Zevin Asset Management, LLC with six years of industry experience. She has worked at Zevin Asset Management since 2020 and previously held positions at Grace Capital and Monarch Partners Asset Management. Zevin Asset Management provides discretionary portfolio management and financial planning services to individuals, trusts, foundations, and institutional clients, specializing in socially responsible and ESG-aligned investing. The firm employs a long-only, bottom-up investment process that integrates fundamental equity research, global macro analysis, and ESG considerations to build diversified portfolios.