Job Title: Senior Lead Client Advisor
Company: Zevenbergen Capital Investments, LLC
Industry: Investment Management
Mentor Since: Fall 2020
Will Mentor: Graduate Students
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.
Experienced Senior Financial Advisor and Business Development Manager with a demonstrated history of results in the financial services industry. Skilled in working with High Net Worth Clients, Strategy, Coaching, Recruiting, and Leadership. Strong consulting professional
MBA Seattle University and B.A. Seattle Pacific University
When and where do you hold meetings with your students?
Virtual or at Zevenbergen Capital Investments LLC 601 Union Street Suite 4600 Seattle WA 98101