Steven Andrew Dray
Membre du Comité d'Investissement chez Zevin Asset Management LLC
Profil
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.
Postes actifs de Steven Andrew Dray
| Sociétés | Poste | Début |
|---|---|---|
Zevin Asset Management LLC
 Zevin Asset Management LLC Investment ManagersFinance Founded in 1997, Zevin Asset Management LLC is a registered investment advisor located in Boston, Massachusetts. The firm provides investment advice to high net-worth individuals, trusts, non-profit organizations, foundations, partnerships, endowments, and non-taxable retirement accounts such as 401(K) accounts, IRAs, and pension plans. | Membre du Comité d'Investissement | 01/11/2016 |
Anciens postes connus de Steven Andrew Dray
| Sociétés | Poste | Fin |
|---|---|---|
AlphaOne Investment Services LLC
 AlphaOne Investment Services LLC Investment ManagersFinance Founded in 2008, AlphaOne Investment Services LLC (AOIS) is a registered investment advisor and hedge fund manager located in Villanova, Pennsylvania. The firm is a wholly-owned subsidiary of AlphaOne Capital Partners LLC (AOCP). AOCP Holdings LLC is a wholly-owned subsidiary of AlphaOne Holdings LLC, a private company owned by Paul J. Hondros. AOCP acquired Redstone Investment Management LP in 2009. AOIS’ clients consist of a registered investment company (AlphaOne Micro Cap Equity Fund), private unregistered funds, individually managed accounts, and UMA clients. | Gestionnaire de Portefeuille-Actions | 01/11/2016 |
OFI Global Institutional, Inc.
 OFI Global Institutional, Inc. Investment ManagersFinance Founded in 1974, OFI Global Institutional, Inc. is a SEC-registered investment advisor headquartered in New York City. The firm is also a commodity pool operator and commodity trading advisor registered with the U.S. Commodity Futures Trading Commission and the National Futures Association. OFI Global Institutional is a wholly-owned subsidiary of OppenheimerFunds, Inc. (OFI), which, in turn, is a wholly-owned subsidiary of Oppenheimer Acquisition Corp. (OAC). Massachusetts Mutual Life Insurance Co. (MassMutual), through its subsidiary, is the indirect primary shareholder of OAC. The firm provides investment advisory services to various types of clients, including trusts, pension plans, insurance company separate accounts, foundations, corporations, ERISA qualified retirement plans, governmental plans, foreign entities (including governmental entities, corporations, investment companies and pension plans), mutual funds, private funds, and bank sponsored collective investment trusts. | Gestionnaire de Portefeuille-Actions | 01/08/2009 |
Barings LLC
 Barings LLC Investment ManagersFinance Barings LLC is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Founded in 1940, the firm is direct subsidiary of MM Asset Management Holding LLC and their ultimate parent is Massachusetts Mutual Life Insurance Co. (MassMutual). MassMutual?s affiliated companies include financial services companies that provide investment management services and individual protection insurance to clients worldwide. Barings provides a broad range of investment advisory and management services to institutional clients, registered investment companies, and other pooled investment vehicles. | Analyst-Equity | 01/01/2006 |
Strong Capital Management, Inc.
 Strong Capital Management, Inc. Financial ConglomeratesFinance Strong Capital Management, Inc. (SCM) provides investment management services to the Strong family of mutual funds, corporate and public employee retirement funds, endowments, foundations, Taft Hartley plans, and individuals. Founded in 1974, the firm is independently owned by professionals active in its day-to-day management. | Analyst-Equity | 31/12/2000 |
| The Boston Security Analysts Society, Inc. | Corporate Officer/Principal | - |
Formation de Steven Andrew Dray
| Tufts University | Undergraduate Degree |
| Indiana University | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Barings LLC
Barings LLC Investment ManagersFinance Barings LLC is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Founded in 1940, the firm is direct subsidiary of MM Asset Management Holding LLC and their ultimate parent is Massachusetts Mutual Life Insurance Co. (MassMutual). MassMutual?s affiliated companies include financial services companies that provide investment management services and individual protection insurance to clients worldwide. Barings provides a broad range of investment advisory and management services to institutional clients, registered investment companies, and other pooled investment vehicles. | Finance |
OFI Global Institutional, Inc.
OFI Global Institutional, Inc. Investment ManagersFinance Founded in 1974, OFI Global Institutional, Inc. is a SEC-registered investment advisor headquartered in New York City. The firm is also a commodity pool operator and commodity trading advisor registered with the U.S. Commodity Futures Trading Commission and the National Futures Association. OFI Global Institutional is a wholly-owned subsidiary of OppenheimerFunds, Inc. (OFI), which, in turn, is a wholly-owned subsidiary of Oppenheimer Acquisition Corp. (OAC). Massachusetts Mutual Life Insurance Co. (MassMutual), through its subsidiary, is the indirect primary shareholder of OAC. The firm provides investment advisory services to various types of clients, including trusts, pension plans, insurance company separate accounts, foundations, corporations, ERISA qualified retirement plans, governmental plans, foreign entities (including governmental entities, corporations, investment companies and pension plans), mutual funds, private funds, and bank sponsored collective investment trusts. | Finance |
Strong Capital Management, Inc.
Strong Capital Management, Inc. Financial ConglomeratesFinance Strong Capital Management, Inc. (SCM) provides investment management services to the Strong family of mutual funds, corporate and public employee retirement funds, endowments, foundations, Taft Hartley plans, and individuals. Founded in 1974, the firm is independently owned by professionals active in its day-to-day management. | Finance |
Lockheed Martin Aeronautics Service, Inc.
 Lockheed Martin Aeronautics Service, Inc. Aerospace & DefenseElectronic Technology Lockheed Martin Aeronautics Service, Inc. manufactures military aircraft parts and engines. It provides 5th Generation fighters, F-35 Lightning II and F-22 Raptor; the proven and affordable fighter, the F-16 Fighting Falcon; and the flexible and versatile airlifter. The company was founded in March, 1995 and is headquartered in Fort Worth, TX. | Electronic Technology |
| The Boston Security Analysts Society, Inc. | |
AlphaOne Investment Services LLC
AlphaOne Investment Services LLC Investment ManagersFinance Founded in 2008, AlphaOne Investment Services LLC (AOIS) is a registered investment advisor and hedge fund manager located in Villanova, Pennsylvania. The firm is a wholly-owned subsidiary of AlphaOne Capital Partners LLC (AOCP). AOCP Holdings LLC is a wholly-owned subsidiary of AlphaOne Holdings LLC, a private company owned by Paul J. Hondros. AOCP acquired Redstone Investment Management LP in 2009. AOIS’ clients consist of a registered investment company (AlphaOne Micro Cap Equity Fund), private unregistered funds, individually managed accounts, and UMA clients. | Finance |
Zevin Asset Management LLC
Zevin Asset Management LLC Investment ManagersFinance Founded in 1997, Zevin Asset Management LLC is a registered investment advisor located in Boston, Massachusetts. The firm provides investment advice to high net-worth individuals, trusts, non-profit organizations, foundations, partnerships, endowments, and non-taxable retirement accounts such as 401(K) accounts, IRAs, and pension plans. | Finance |
