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(updated every Friday until the Mentor Fair).
Zevenbergen Capital Investments, LLC
Zevenbergen Capital Investments LLC (ZCI) is an SEC-registered investment adviser, specializing in aggressive growth-equity investment advisory services for separately managed portfolios and mutual funds. With operations dating back to 1987, ZCI strictly adheres to a fundamental, bottom-up investment process serving public funds, endowments, corporations and individuals alike—those seeking an aggressive growth-equity component to broaden their portfolio's return potential. ZCI's culture is structured to instill teamwork firm-wide, from portfolio management to trade execution and to foster unwavering "client-first" service and high ethical standards.
Mr. Albin joined ZCI in 1999 and is responsible for portfolio and fixed-income analysis, as well as client communications. He is also a member of the Investment Committee.
Mr. Albin joined Zevenbergen Capital in 1999 and is responsible for portfolio and fixed-income analysis, as well as client communications. Prior to joining ZCI, Mr. Albin worked with several companies over a 15-year period developing wide-ranging expertise in the investment industry. Those firms included Wertheim Schroder in New York City, where he traded fixed-income securities and provided portfolio strategies for institutional clients, CIBC Oppenheimer in Seattle as Fixed Income Manager, and McDonald Investments, Inc. where he served as an adviser recommending investment and retirement plan strategies for corporate clients.
Mr. Albin received a B.A. in Business Administration from Seattle Pacific University with an emphasis in Finance.
Mentoring Objectives & Scope
Introduce students to the various industries within Financial Services.
Discussions of current events impacting markets.
Encourage student-directed topics.
When and where do you hold meetings with your students?
Prefer afternoons at Zevenbergen Capital Investments LLC 601 Union Street Suite 4600 Seattle WA 98101