Jane Liou Li

Jane Liou Li

Analyst-Equity at Zevin Asset Management LLC

Finance
Consumer Services

Profile

Ms. Jane L.
Li is a Portfolio Manager & Senior Equity Analyst at Zevin Asset Management LLC.
As a portfolio manager and an equity analyst, she employs fundamental research to select investment opportunities and construct portfolios that meet clients’ needs.
She is particularly excited to align her experience in investing with her desire to make an impact by helping clients express their mission and values through their investments and working with portfolio companies to create a healthy and sustainable future.
Before joining Zevin Asset Management, she was a portfolio manager and director of research at Grace Capital in Boston.
At Grace Capital, she was integral to the equity and ESG research process as well as management of client portfolios and relationships.
Prior to joining Grace Capital, she was a founding partner and senior equity analyst at Monarch Partners Asset Management, a fund manager and equity analyst at Fidelity Investments, and an analyst at Goldman Sachs.
She graduated from the University of California, Berkeley and earned an MBA from Stanford Graduate School of Business.

Jane Liou Li active positions

CompaniesPositionStart
Analyst-Equity 2019-12-31
All active positions of Jane Liou Li

Former positions of Jane Liou Li

CompaniesPositionEnd
Director of Research - Equity 2019-12-31
Private Equity Analyst 2017-10-30
Analyst-Equity 2008-12-30
Corporate Officer/Principal -
Analyst-Equity 2002-06-30
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Training of Jane Liou Li

University of California, Berkeley Undergraduate Degree
Stanford University Masters Business Admin

Experiences
Positions held

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Inactive

Listed companies

Private companies

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Connections

100 +

1st degree connections

10

1st degree companies

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Female

Members of the board

Executives

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Linked companies

Private companies8

Finance

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Finance

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