Steven Andrew Dray

Steven Andrew Dray

Investment Committee Member en Zevin Asset Management LLC .

Finance
Consumer Services
Electronic Technology

Perfil

Mr. Steven A.
Dray, CFA MBA, is a Chief Investment Officer & Senior Port­fo­lio Manager at Zevin Asset Management LLC.
As chief invest­ment offi­cer, he chairs the Invest­ment Com­mit­tee and leads the investment team.
In this role, he guides a team-led process which cohesively incorporates the macro­eco­nomic outlook, asset allo­ca­tion strategy, and fundamental ESG secu­rity selec­tion to drive portfolio results for all firm clients.
He also man­ages invest­ment port­fo­lios for high net worth and insti­tu­tional clients and is a member of the firm's Board of Managers.
He truly enjoys navigating complex financial markets and successfully creating sustainable portfolio solutions that match clients’ goals.
Before join­ing Zevin Asset Man­age­ment in 2016, he was a senior port­fo­lio man­ager over­see­ing client port­fo­lios and equity mutual funds at AlphaOne Cap­i­tal in Boston.
He began serv­ing those clients in 2001 while at sis­ter com­pa­nies David L.
Bab­son and Oppen­heimer­Funds, where he sim­i­larly served as a port­fo­lio man­ager.
He received his BS in Elec­tri­cal Engi­neer­ing in 1991 from Tufts Uni­ver­sity also received MBA in Finance at Indi­ana Uni­ver­sity.
He most recently became a CER­TI­FIED FINAN­CIAL PLAN­NER pro­fes­sional to deepen his pri­vate client expertise.

Cargos activos de Steven Andrew Dray

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Investment Committee Member 01/11/2016
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EmpresasCargoFin
Portfolio Manager-Equities 01/11/2016
Portfolio Manager-Equities 01/08/2009
Analyst-Equity 01/01/2006
Analyst-Equity 31/12/2000
The Boston Security Analysts Society, Inc. Corporate Officer/Principal -
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Formación de Steven Andrew Dray.

Indiana University Masters Business Admin
Tufts University Undergraduate Degree

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The Boston Security Analysts Society, Inc.

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