Zevin Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$587,173,876
Clients
558
Advisors
4
of 15 employees
About
Zevin Asset Management provides discretionary portfolio management and related financial planning and consulting to individuals, trusts, non-profits, foundations, and institutional accounts, with an emphasis on clients seeking socially responsible investment strategies. Accounts are managed on a customized basis using individual securities, and the firm also offers non‑customized model strategies that clients can access through third‑party platforms.
The firm follows a long‑only, bottom‑up investment process that emphasizes large global companies with consistent revenue and earnings growth, high returns on equity and attractive valuations, with ESG analysis integrated at each step. ZAM applies product and services screens (excluding industries such as fossil fuel extraction, weapons, tobacco and others) and reports portfolio results to clients regularly, providing quarterly summaries that compare performance to appropriate benchmarks.
What is distinctive for a firm of this size is its role as a model manager on multiple third‑party platforms (including a program offered through Goldman Sachs and similar programs at Pershing, Charles Schwab, Adhesion Wealth Advisor Solutions, and The Trust Company of Toledo), where investors can subscribe to firm‑managed models with limited customization and separate fee arrangements. The firm also documents use of third‑party research and a third‑party proxy‑voting vendor and provides systematic performance reporting to clients, operational features that are less common among comparable team firms.
Client services
Expertise
Fee options
Flat fees for consulting services based on estimated hours, negotiated per engagement.
$0 - $2 million: 1.00% (Personal and taxable accounts) Over $2 million - $10 million: 0.75% (Personal and taxable accounts) Over $10 million - $50 million: 0.50% (Personal and taxable accounts) Over $50 million+: 0.45% (Personal and taxable accounts) $0 - $2 million: 0.75% (Institutional accounts) Over $2 million - $10 million: 0.65% (Institutional accounts) Over $10 million - $50 million: 0.50% (Institutional accounts) Over $50 million+: 0.45% (Institutional accounts)
Hourly fees for certain services; minimum $150/hour, maximum $4,000/day; flat fees based on estimated hours also available.
Account minimum: $1,500,000 for individual accounts; $2,000,000 for institutional accounts (negotiable) Minimum fee: Minimum annual fees are negotiable at the discretion of ZAM. Fee-only: Investment advisory fees charged quarterly in arrears based on AUM.
Main office
2 Oliver Street, Suite 806
Boston MA 02109
Advisors at this office
4
Most active in
California · Colorado · Connecticut · Florida · Illinois · Louisiana · Maine · Maryland · Massachusetts · Minnesota · New Hampshire · New Jersey · New York · Ohio · Pennsylvania · Texas · Vermont · Virginia · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Catherine F
CFA®, Series 65
Boston, MA
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 D
CFP®, CFA®
Boston, MA
Zevin Asset Management, LLC
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 H
Series 66
Boston, MA
Zevin Asset Management, LLC
Christopher Harris is a financial advisor at Zevin Asset Management, LLC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at TIAA-CREF 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, non-profits, foundations, and institutions, with a focus on socially responsible investment strategies. The firm employs a long-only, bottom-up investment process emphasizing large global companies and integrates ESG analysis throughout its approach.
Jane L
Series 65
Boston, MA
Zevin Asset Management, LLC
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.
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