Jane Liou Li

Jane Liou Li

Analyst-Equity en Zevin Asset Management LLC .

Finance
Consumer Services

Perfil

Ms. Jane L.
Li is a Portfolio Manager & Senior Equity Analyst at Zevin Asset Management LLC.
As a portfolio manager and an equity analyst, she employs fundamental research to select investment opportunities and construct portfolios that meet clients’ needs.
She is particularly excited to align her experience in investing with her desire to make an impact by helping clients express their mission and values through their investments and working with portfolio companies to create a healthy and sustainable future.
Before joining Zevin Asset Management, she was a portfolio manager and director of research at Grace Capital in Boston.
At Grace Capital, she was integral to the equity and ESG research process as well as management of client portfolios and relationships.
Prior to joining Grace Capital, she was a founding partner and senior equity analyst at Monarch Partners Asset Management, a fund manager and equity analyst at Fidelity Investments, and an analyst at Goldman Sachs.
She graduated from the University of California, Berkeley and earned an MBA from Stanford Graduate School of Business.

Cargos activos de Jane Liou Li

EmpresasCargoInicio
Analyst-Equity 01/01/2020
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Antiguos cargos conocidos de Jane Liou Li.

EmpresasCargoFin
Director de Investigación - Acciones 01/01/2020
Analista de Capital Privado 31/10/2017
Analyst-Equity 31/12/2008
Corporate Officer/Principal -
Analyst-Equity 01/07/2002
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Formación de Jane Liou Li.

University of California, Berkeley Undergraduate Degree
Stanford University Masters Business Admin

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Relaciones

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10

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