Pat Tomaino

Director of Socially Responsible Investing at Zevin Asset Management - Boston, MA, US

Pat Tomaino's Contact Details
HQ
617-742-6666
Location
Greater Boston Area
Company
Zevin Asset Management
Pat Tomaino's Company Details
Zevin Asset Management logo, Zevin Asset Management contact details

Zevin Asset Management

Boston, MA, US • 20 - 49 Employees
Investment Bank/Securities Brokerage

Zevin Asset Management manages socially responsible, global, diversified equity and bond portfolios and strategies for • Individuals and families who want to create value through their values• Endowments, foundations, non-profits and religious institutions who want to align their investment choices with their mission• Advisors who are looking for sub-advised SRI/ESG solutions Our first objective is to avoid major losses rather than to seek big gains and we partner with each client to build a portfolio that suits their long-term needs and values. For both social and investment reasons, we focus our stock selection on well-managed companies with sustainable business practices. As conscientious investors we employ environmental, social, and governance (ESG) analysis in the investment process, not only for ethical reason but also as a marker of strong and enduring companies. In addition, we actively engage in shareholder advocacy to achieve positive improvements in companies' behavior and enhance shareholder value while also making a broader societal impact. We pride ourselves on being a B Corporation and a 100% employee-owned, majority women-owned firm.All our strategies are available fossil-fuel free. Specialties: Socially Responsible Investing, Environmental, Social and Governance (ESG) Investing, Impact Investing, Mission Investing, Wealth Management, Shareholder Advocacy & Engagement*** Updates and posts on this page should not be construed as investment advice. Zevin Asset Management is not liable for the content of third party sites. Links provided are simply for ease of reference. Please see additional important disclosures on our website: https://zevin.com/disclaimers.

socially responsible investing Global absolute return asset allocation Risk Averse ESG SRI Impact Investing Global Equity Mission-related Investing Shareholder Advocacy Wealth management Foundations Endowments Families High net worth capital preservation risk averse impact investing global equity mission-related investing shareholder advocacy wealth management foundations endowments families high net worth global tactical global balanced Investment Bank/Securities Brokerage Management Investment Open-ended Investment Management
Details about Zevin Asset Management
Frequently Asked Questions about Pat Tomaino
Pat Tomaino currently works for Zevin Asset Management.
Pat Tomaino's role at Zevin Asset Management is Director of Socially Responsible Investing.
Pat Tomaino's email address is ***@zevin.com. To view Pat Tomaino's full email address, please signup to ConnectPlex.
Pat Tomaino works in the Investment Bank/Securities Brokerage industry.
Pat Tomaino's colleagues at Zevin Asset Management are Sonia Kowal, Kevin Callahan, Jennifer Kelley, Nhia Solari, Benjamin Lovell, Michael McHugh, Robert Zevin and others.
Pat Tomaino's phone number is 617-742-6666
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