About
Lori Keith is the Director of Research and Portfolio Manager at Parnassus Investments, LLC, where she leads research activities and manages the Parnassus Mid Cap strategy in Oakland, California. Her responsibilities encompass overseeing sector research, guiding portfolio strategy, and identifying investment opportunities within mid-cap equities, with a focus on sustainable and responsible investing practices.
She specializes in the mid-cap segment of the U.S. equity market, with notable expertise across sectors including software, energy, utilities, technology, consumer, communications, and healthcare. Lori is recognized for her emphasis on the modernization of the U.S. electric grid to support renewable energy, as well as for integrating ESG (Environmental, Social, Governance) principles into investment decisions.
With over two decades of experience, Lori’s career includes roles as Vice President at Deloitte Corporate Finance, Senior Associate at Robertson Stephens, and Senior Manager in Ernst & Young’s management consulting division. She holds a Bachelor’s degree in Economics from UCLA and an MBA from Harvard Business School. Lori also sits on the board of directors of e.l.f. Cosmetics and possesses Series 7 and Series 63 certifications, underscoring her commitment to investment excellence and industry leadership.
Career History
| Organization | Role | Date Range | Details | 
|---|---|---|---|
| Parnassus Investments | Director of Research | Jul 2020 to Present | — | 
| e.l.f. Cosmetics | Board Member | Jul 2020 to Present | — | 
| Parnassus Investments | Senior Research Analyst | Jan 2005 to Jan 2018 | — | 
| Parnassus Investments | Portfolio Manager | Oct 2008 to Present | — | 
| Deloitte | Vice President | Jan 2001 to Dec 2003 | — | 
| Robertson Stephens | Senior Associate | Aug 2000 to Jan 2001 | — | 
| Ey | Senior Manager | Jan 1992 to Jan 2000 | — | 
Education
Harvard University
Master Of Business Administration
1998 — 2000
Others at Parnassus Investments, LLC (16)
| Name | Role | Location | 
|---|---|---|
| AAndrew Choi | Portfolio Manager | Los Angeles, CA , United States | 
| Vice President, Advisory Consultant | Chicago, IL , United States | |
| Portfolio Manager and Senior Research Analyst | San Francisco, CA , United States | |
| Incoming Research Analyst | San Francisco, CA , United States | |
| Research Analyst | San Francisco, CA , United States | |
| JJean Lu | Managing Director, Research Team Strategy | CA , United States | 
| MMinh Bui | Portfolio Manager | San Francisco, CA , United States | 
| Senior Research Analyst | Campbell, CA , United States | |
| SSamantha Palm | Portfolio Manager | San Francisco, CA , United States | 
| Investment Analyst | Charlotte, NC , United States |