For grantmakers and philanthropic advisors
The webinar is designed to help participants:
better prepare to implement investment strategies consistent with the mission, risk tolerance and liquidity needs of their organizations
learn about different risks that are embedded in their endowment portfolios and manage them accordingly
develop tools to better communicate with their investment managers. Worrying, then acting, before a market downturn should help foundations endure it better.
Thank you to our colleague organization, Philanthropy Massachusetts, for sharing this opportunity with CCP members.
Chief Investment Officer
Zevin Asset Management
As Zevin Asset Management’s chief investment officer, Steven chairs the Investment Committee and coordinates its work. Within this group he contributes to the macroeconomic scenarios, asset allocation, and security selection decisions made on behalf of all firm clients. He also manages investment portfolios and relationships for individual and institutional clients at the firm. Creatively navigating the financial challenges that his clients face brings Steven great professional satisfaction.
Before joining Zevin Asset Management in 2016, Steven was a senior portfolio manager overseeing separate account portfolios and mutual funds at AlphaOne Capital in Boston. He enjoyed long-tenured relationships with those same clients back to 2001, while at sister companies David L. Babson and OppenheimerFunds. Prior to earning his MBA in Finance at Indiana University, Steven taught English as a Second Language in Costa Rica and worked in the engineering field analyzing fiber optic communications. He received his BS in Electrical Engineering in 1991 from Tufts University. Steven takes pride in having achieved the designations of both a Chartered Financial Analyst (CFA) and a CERTIFIED FINANCIAL PLANNER™ professional, a testament to his commitment to be proficient in both the master plan of a client’s portfolio, as well as the investment outlook and individual security selection which generate a portfolio’s success.
Steven is a member of the CFA Society Boston, the Chartered Financial Analysts Institute, and the Boston Estate Planning Council. He has served as a board member of Indiana University’s Reese Investment Fund for over 18 years and is a former board member of Leaders of Tomorrow, Inc., a nonprofit that closely supports at-risk youths in the Allston-Brighton community. Steven cherishes family time spent with his wife and teen daughter and son. His life passions are playing soccer and world travel, and he devotes meaningful time to social justice initiatives, especially around immigration.