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Lori Keith

Director of Research at Parnassus Investments, LLC

Oakland, CA , United States

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

OrganizationRoleDate RangeDetails
Parnassus InvestmentsDirector of ResearchJul 2020 to Present
e.l.f. CosmeticsBoard MemberJul 2020 to Present
Parnassus InvestmentsSenior Research AnalystJan 2005 to Jan 2018
Parnassus InvestmentsPortfolio ManagerOct 2008 to Present
DeloitteVice PresidentJan 2001 to Dec 2003
Robertson StephensSenior AssociateAug 2000 to Jan 2001
EySenior ManagerJan 1992 to Jan 2000

Education

Harvard University

Master Of Business Administration

1998 2000

Others at Parnassus Investments, LLC (16)

NameRoleLocation
A
Andrew Choi
Portfolio ManagerLos Angeles, CA , United States
Colin Rennich
Colin Rennich
Vice President, Advisory ConsultantChicago, IL , United States
Ian Sexsmith
Ian Sexsmith
Portfolio Manager and Senior Research AnalystSan Francisco, CA , United States
Isaac Macieira-Kaufmann
Isaac Macieira-Kaufmann
Incoming Research AnalystSan Francisco, CA , United States
Jake Yoon
Jake Yoon
Research AnalystSan Francisco, CA , United States
J
Jean Lu
Managing Director, Research Team StrategyCA , United States
M
Minh Bui
Portfolio ManagerSan Francisco, CA , United States
Rachel Tan
Rachel Tan
Senior Research AnalystCampbell, CA , United States
S
Samantha Palm
Portfolio ManagerSan Francisco, CA , United States
Daniel Cremisi
Daniel Cremisi
Investment AnalystCharlotte, NC , United States
Showing 1-10 of 16 team members