What Does Zevin Asset Management Do?

Total employees18
HeadquartersBoston
Founded1997

Zevin Asset Management (ZAM) is an independent, employee-owned investment management firm specializing in socially responsible investing (SRI) and impact investing. Founded in 1997, ZAM builds and manages customized investment portfolios for individuals, families, foundations, and endowments. Their approach integrates in-depth financial analysis with rigorous environmental, social, and governance (ESG) screening, along with active corporate engagement and shareholder advocacy, to achieve competitive financial returns while fostering positive social and environmental change.

Where Is Zevin Asset Management's Headquarters?

Zevin Asset Management officeZevin Asset Management officeZevin Asset Management officeZevin Asset Management office
*Images sourced via web search. Rights belong to original owners

HQ Function

The Boston headquarters serves as the central hub for all core operations, including investment management, ESG research, shareholder advocacy, client relations, compliance, and administrative functions.

Notable Features:

Located in a well-established building on Beacon Street, known for its historical significance and proximity to the Massachusetts State House and other key institutions. The office provides a professional and accessible environment for clients and employees.

Work Culture:

The work culture at Zevin Asset Management is likely mission-driven, collaborative, and intellectually rigorous, reflecting its commitment to socially responsible investing. Emphasis is placed on ethical practices, thorough research, client-centric service, and making a positive impact beyond financial returns.

HQ Significance:

Boston is a major hub for asset management and socially responsible investing. The headquarters' location allows ZAM to be part of this vibrant ecosystem, facilitating access to talent, industry events, and like-minded organizations.

Values Reflected in HQ: The choice of a central, reputable location in a historic area reflects professionalism, stability, and a connection to the community. The firm's operational focus on ESG principles further demonstrates its commitment to responsible corporate citizenship.

Location:

While Zevin Asset Management is headquartered in Boston and primarily serves clients in the United States, its investment strategies may include global securities. The firm's global influence is mainly expressed through its investment decisions, international shareholder advocacy efforts on ESG issues, and engagement with multinational corporations, rather than through physical international office locations.

Street Address:

11 Beacon Street, Suite 1125

City:

Boston

State/Province:

MA

Country:

USA

Where Else Does Zevin Asset Management Operate Around the World?

No additional office locations available.

Buying Intent Signals for Zevin Asset Management

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Who's Leading Zevin Asset Management? Meet the Executive Team

As of April 2025, Zevin Asset Management' leadership includes:

Sonia Kowal - President
Pat Miguel Tomaino - Director of Socially Responsible Investing
Carina G. Hoff - Chief Compliance Officer & Chief Operating Officer
Robert Zevin - Founder & Chairman Emeritus
Marcela Pinilla - Director of Sustainable Investing

Who's Investing in Zevin Asset Management?

Zevin Asset Management has been backed by several prominent investors over the years, including:

Employee-owned private firm

What Leadership Changes Has Zevin Asset Management Seen Recently?

Hire0
Exits0

As of mid-2024, no major public announcements regarding executive hires or departures at Zevin Asset Management have been identified in the preceding 12 months. The leadership team appears to be stable, continuing its focus on socially responsible investing.

What Technology (Tech Stack) Is Used byZevin Asset Management?

Discover the tools Zevin Asset Management uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

Zevin Asset Management Email Formats and Examples

Zevin Asset Management likely uses a standardized professional email format for its employees. A common format for firms of this nature is [firstinitial][last]@domain.com or [first].[last]@domain.com.

[firstinitial][last]@zevin.com

Format

skowal@zevin.com (example for Sonia Kowal)

Example

75%

Success rate

What's the Latest News About Zevin Asset Management?

zevin.com • May 9, 2024

Zevin Asset Management Discusses Challenging Corporate Political Spending via Shareholder Advocacy

Pat Miguel Tomaino, Director of Socially Responsible Investing at Zevin Asset Management, outlines the firm's approach and recent efforts in using shareholder advocacy to challenge and seek transparency in corporate political spending and lobbying activities....more

zevin.com • March 28, 2024

Zevin Asset Management Highlights Environmental Impact of AI Growth in Big Tech

Marcela Pinilla, Director of Sustainable Investing at Zevin Asset Management, discusses the significant environmental costs, particularly energy and water consumption, associated with the rapid development of artificial intelligence by major technology companies....more

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