Profil
Ms. Sonia L.
Kowal is a President at Zevin Asset Management LLC.
She brings over two decades of investment experience to managing corporate matters, business practices, and strategic planning.
She also oversees marketing, advisor, and client relationships.
She is a member of the firm’s Board of Managers and the Investment Committee.
She is passionate about the value of integrating environmental, social, and governance (ESG) issues into investments and is a frequent speaker on the topic at conferences.
She feels particularly strongly about racial equity, wealth inequality, and our disastrous criminal justice system.
Ms. Kowal started her career in Scotland as a traditional equity analyst and portfolio manager, specializing in emerging markets, for a very large institutional asset manager.
Increasingly disillusioned by the greed in the industry, she decided to align her professional life to her personal interests and values after taking 18 months to travel, volunteer, and work in Asia and the Antipodes.
She holds a BS in Zoology from the University of Edinburgh and an MS in Investment Analysis from the University of Stirling, Scotland.
Postes actifs de Sonia Kowal
| 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. | President | 01/01/2014 |
Anciens postes connus de Sonia Kowal
| Sociétés | Poste | Fin |
|---|---|---|
Baillie Gifford & Co.
 Baillie Gifford & Co. Investment ManagersFinance Baillie Gifford & Co. is an independent, global investment management firm headquartered in Edinburgh, UK. The firm was founded in 1908 and is wholly-owned by their partners. Baillie Gifford manages assets for pension funds, institutions, corporates, foundations, charities and retail investors. They are a socially responsible investor which works with their fund managers to assess ESG concerns both before and after investing in companies. | Corporate Officer/Principal | - |
Formation de Sonia Kowal
| The University of Edinburgh | Undergraduate Degree |
| The University of Stirling | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
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 |
Baillie Gifford & Co.
Baillie Gifford & Co. Investment ManagersFinance Baillie Gifford & Co. is an independent, global investment management firm headquartered in Edinburgh, UK. The firm was founded in 1908 and is wholly-owned by their partners. Baillie Gifford manages assets for pension funds, institutions, corporates, foundations, charities and retail investors. They are a socially responsible investor which works with their fund managers to assess ESG concerns both before and after investing in companies. | Finance |
