Profil
Ms. Nancy A. Zevenbergen, CFA, is a President, Chief Investment Officer & Portfolio Manager at Zevenbergen Capital Investments LLC.
She oversees the firm’s investment policy and portfolio management decisions.
Prior to founding the firm, Ms. Zevenbergen was a Portfolio Manager & Research Analyst for Rainier National Bank for six years.
She was responsible for supervising trust assets for individuals and organizations with diverse investment goals and varying constraints.
She graduated from the University of Washington, earning a BA in Business Administration with a concentration in Finance, is a CFA charterholder and a member of both the CFA Institute and the CFA Society of Seattle.
Ms. Zevenbergen serves as an Independent Trustee of the Smead Funds Trust.
Furthermore, she is an emeritus member of the University of Washington Foster School of Business Advisory Board, an At Large Director of the UW Foundation Board and member of its Nominating Committee.
Postes actifs de Nancy Ann Zevenbergen
| Sociétés | Poste | Début |
|---|---|---|
Zevenbergen Capital Investments LLC
Zevenbergen Capital Investments LLC Investment ManagersFinance ZCI provides investment advisory services through individually managed, aggressive growth equity portfolios. Each of these investment strategies is focused on capital appreciation, characterized by concentrated portfolios with limited or no income generation and each is always generally fully invested. The firm uses fundamental, bottom-up analysis when making investment decisions. | Fondateur | 01/03/1987 |
Formation de Nancy Ann Zevenbergen
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Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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| Entreprise privées | 2 |
|---|---|
Zevenbergen Capital Investments LLC
Zevenbergen Capital Investments LLC Investment ManagersFinance ZCI provides investment advisory services through individually managed, aggressive growth equity portfolios. Each of these investment strategies is focused on capital appreciation, characterized by concentrated portfolios with limited or no income generation and each is always generally fully invested. The firm uses fundamental, bottom-up analysis when making investment decisions. | Finance |
University of Washington
University of Washington Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















