Jane Liou Li

Jane Liou Li

Analyst-Equity bei Zevin Asset Management LLC

Finance
Consumer Services

Profil

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.

Aktive Positionen von Jane Liou Li

UnternehmenPositionBeginn
Analyst-Equity 01.01.2020
Alle aktiven Positionen von Jane Liou Li

Ehemalige bekannte Positionen von Jane Liou Li

UnternehmenPositionEnde
Direktor der Forschung - Eigenkapital 01.01.2020
Private-Equity-Analyst 31.10.2017
Analyst-Equity 31.12.2008
Corporate Officer/Principal -
Analyst-Equity 01.07.2002
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Ausbildung von Jane Liou Li

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

Erfahrungen
Besetzte Positionen

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Private Unternehmen

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Beziehungen

100 +

Beziehungen ersten Grades

10

Unternehmen ersten Grades

Herr

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Unternehmensverbindungen

Private Unternehmen8

Finance

Finance

Finance

Finance

Finance

Finance

Finance

Finance

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