Steven Dray CFA CFP
About
Steven Dray CFA CFP is from Boston, Massachusetts, United States. Steven is currently Chief Investment Officer, Senior Portfolio Manager at Zevin Asset Management (ZAM), located in Boston, Massachusetts, United States.
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Steven Dray CFA CFP's current jobs
Responsible for managing investment portfolios and relationships for individual and institutional clients at this ESG sustainable investment firm. As Chief Investment Officer, I also chair and direct the investment activities of our firm's Investment Committee, including our macroeconomic outlook, asset allocation, and security selection. Experienced providing solutions for clients in the areas of investment strategy, mission-based investing, and wealth planning. Serve as trustee for personal and professional trusts requiring tenured investment and fiduciary acumen.