Benjamin Lovell - Zevin Asset Management, LLC

Service Provider in Boston, Massachusetts

Ben manages a substantial number of our portfolios.. He possesses a wealth of experience and has been managing socially responsible portfolios since 1985. He was one of the founders of Clean Yield Asset Management, Inc. and served as its President from 1985 until 1996. Subsequently he was a vice president and portfolio manager with F.L. Putnam Investment Management from 1996 until 2002 and then a Partner and Portfolio Manager at the Boston Family Office until 2007. Prior to entering the investment field he held accounting positions with PriceWaterhouseCoopers and Tyco International. He received his BS in Environmental Conservation in 1977 and an M.B.A. from the University of New Hampshire in 1983.Our employee-owned firm has been built in order to perpetuate the unique investment and social investing approaches pioneered by Robert Zevin over the last four decades. Our growth has mainly been driven by client referrals which have kept us from being a large, bureaucratic organization of overly specialized people with slow, unimaginative responses to financial markets and client needs. We strive to preserve the flexibility and open mindedness that is essential to good investing and responsiveness to clients. Our firm is also differentiated by a depth of sincerity of commitment by its employee owners to social change causes. Our business values include doing things collaboratively as much as possible and having everyone understand and participate in as many different aspects of our work as possible. We think that this improves our performance and gives all of us more pleasure and satisfaction in our work. Our investment discussions integrate the disciplines of economics, politics, financial analysis, and sustainability. This unique process highlights the interaction of the differently focused decision makers and is a key aspect in bringing together themes of sustainability with investing.

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Certifications, Standards and Eco-Labels

Benjamin Lovell - Zevin Asset Management, LLC has obtained the following Certifications, Standards and Eco-Labels
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Locations

1040-50 Congress Street
Boston, Massachusetts
USA 02109
(617) 742-6666

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