Zevenbergen Capital Investments

Nancy Zevenbergen is president and chief investment officer of Zevenbergen Capital Investments (ZCI). She established ZCI in 1987, creating a responsive, research-focused investment firm. Currently, Ms. Zevenbergen oversees the firm’s investment policy and portfolio management decisions, maintaining a strong commitment to original research.

Prior to founding ZCI, Ms. Zevenbergen served as a portfolio manager and research analyst for Rainier National Bank, where she was responsible for supervising trust assets for individuals and organizations with diverse investment goals and varying constraints.

Ms. Zevenbergen earned a B.A. in business administration with a concentration in finance from the University of Washington, Seattle. She holds the Chartered Financial Analyst® (CFA®) designation and is a member of both the CFA Institute and the CFA Society of Seattle. She serves as an independent trustee of the Smead Funds Trust and on the Seattle Pacific Foundation Board of Directors. In addition, 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 a member of its Nominating Committee. Ms. Zevenbergen has worked in the financial services industry since 1981.

Anthony Zackery is a principal and portfolio manager for Zevenbergen Capital Investments (ZCI). He is responsible for implementing ZCI’s investment strategies through security selection and asset allocation decisions. In addition, he supports client communications and business development by acting as a key advocate for the firm and its investment approach. Further, Mr. Zackery serves as the firm’s sustainable investment lead, whereby he coordinates the integration of financially relevant sustainability factors in the client portfolio decision-making process. Prior responsibilities at ZCI have included trading and foundational operations roles.

Before joining ZCI in 2011, Mr. Zackery worked as a credit analyst for Banner Bank, where he evaluated the creditworthiness of existing and prospective bank clients.

Mr. Zackery graduated magna cum laude with a B.A. in business administration (concentration in finance, minor in economics) from Western Washington University, where he was a Presidential Scholar. He currently serves as an advisory board member to the Western Washington University College of Business and Economics Investment Management and Scholarship Endowment Fund. Mr. Zackery is a Chartered Financial Analyst® (CFA®) charterholder and a member of both the CFA Institute and CFA Society of Seattle. He has worked in the investment industry since 2011.

Joe Dennison is a principal and portfolio manager for Zevenbergen Capital Investments (ZCI). He is responsible for implementing ZCI’s investment strategies through security selection and asset allocation decisions. In addition, he supports client communications and business development by acting as a key advocate for the firm and its investment approach. Prior responsibilities at ZCI have included equity trading and various foundational operations roles.

Before joining ZCI in 2011, Mr. Dennison worked for Seattle’s largest public defender, as well as served as a grant awards and investment associate for the Anduin Foundation. Mr. Dennison earned a B.A. in political science from Yale University. He is a Chartered Financial Analyst® (CFA®) charterholder and a member of both the CFA Institute and CFA Society of Seattle. He has worked in the investment industry since 2011.