Lisa Foley

Job Title: Managing Director, Investment Officer
Company: Zevenbergen Capital Investments LLC
Industry: Finance
Mentor Since: Fall 2015
Will Mentor: Graduate Students
profile

Job Description

Director of Client Service and Marketing

Company Description

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. Growth is the cornerstone of ZCI's philosophy, the focus of research and the foundation for building relationships. 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.

Employment History

ZCI employee since 1992

Education

B.A. Psychology

Mentoring Objectives & Scope

Resume review, interview and networking skills and career path guidance.

When and where do you hold meetings with your students?

At ZCI offices.