Joe CFA

Portfolio Manager at Zevenbergen Capital Investments LLC - Seattle, WA, US

Joe CFA's Contact Details
HQ
206-682-8469
Location
Company
Zevenbergen Capital Investments LLC
Joe CFA's Company Details
Zevenbergen Capital Investments LLC logo, Zevenbergen Capital Investments LLC contact details

Zevenbergen Capital Investments LLC

Seattle, WA, US • 20 - 49 Employees
Investment Bank/Securities Brokerage

For over 30 years, Zevenbergen Capital Investments LLC (ZCI) has pursued a growth-equity mission of investing in well-managed, early-stage, public companies with disruptive business models. ZCI prioritizes wealth creation — not simply wealth maintenance — anchored in convictions around revenue growth, the purest measure of demand. ZCI serves public funds, endowments, corporate pensions, banks and thrifts, and individual clients while managing nearly $3 billion in assets. In addition to private wealth and separately managed portfolio strategies, ZCI manages three mutual fund products within: Zevenbergen Funds https://www.zci.com/funds Sub-Adviser to Virtus Asset Trust https://www.virtus.com/products/zevenbergen-innovative-growth-stock

Wealth Management Tax-efficient Management Individually Managed Growth Equity Portfolios Growth Equity Mutual Funds Investment Bank/Securities Brokerage Management Investment Open-ended Investment Management
Details about Zevenbergen Capital Investments LLC
Frequently Asked Questions about Joe CFA
Joe CFA currently works for Zevenbergen Capital Investments LLC.
Joe CFA's role at Zevenbergen Capital Investments LLC is Portfolio Manager.
Joe CFA's email address is ***@zci.com. To view Joe CFA's full email address, please signup to ConnectPlex.
Joe CFA works in the Investment Management industry.
Joe CFA's colleagues at Zevenbergen Capital Investments LLC are Ann Eickerman, Kevin Knapp, Reed Cahill, Nancy Zevenbergen, Jim Fasano, Leslie Tubbs, Barbara Frank and others.
Joe CFA's phone number is 206-682-8469
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