Zevenbergen Capital Investments

Nancy Zevenbergen is president and chief investment officer of Zevenbergen Capital Investments (ZCI). Ms. Zevenbergen oversees the firm’s investment policy and portfolio management decisions, maintaining a strong commitment to original research. She serves on the portfolio management team that directs investments of the Virtus Zevenbergen Innovative Growth Stock Fund, subadvised by ZCI.

Prior to founding ZCI in 1987, 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 the CFA Institute, CFA Society of Seattle. She serves as an independent trustee of the Smead Funds Trust and is a member of the Seattle Pacific Foundation board of directors and the University of Washington Foster School of Business advisory board. Ms. Zevenbergen has worked in the financial services industry since 1981.

Brooke de Boutray is managing director and portfolio manager for Zevenbergen Capital Investments (ZCI). She serves on the portfolio management team that directs investments of the Virtus Zevenbergen Innovative Growth Stock Fund, subadvised by ZCI. Her primary responsibilities include portfolio management and research analysis with specific sector responsibilities.

Ms. de Boutray began her career in the financial industry with First Interstate Bank of Washington as portfolio manager, research analyst, and trust officer. She also was a portfolio manager and director of marketing at M.T. Associates Investment Council.

Ms. de Boutray earned a B.A. in business administration from the University of Washington, Seattle, and an M.B.A. in finance from the University of Puget Sound. She holds the Chartered Financial Analyst^® (CFA^®) designation and is a member of both the CFA Institute and the CFA Society of Seattle. Ms. de Boutray serves on the Department of Finance Advisory Board at Seattle University’s Albers School of Business and Economics, and the HR and Benefits Committee of the Washington Athletic Club Board of Governors. In addition, she is a member of the Pacific Northwest Ballet Advisory Board and an associate member of ARCS Foundation, Inc. (Achievement Rewards for College Scientists). She has worked in the financial services industry since 1982.

Leslie Tubbs is managing director and portfolio manager for Zevenbergen Capital Investments (ZCI). Ms. Tubbs oversees the financial management of the firm. She serves on the portfolio management team that directs investments of the Virtus Zevenbergen Innovative Growth Stock Fund, subadvised by ZCI. Her primary responsibilities include portfolio management and research analysis with specific sector responsibilities..

Prior to joining ZCI, Ms. Tubbs spent eight years in commercial lending, credit analysis, marketing, administration, and senior-level management at Key Bank of Washington..

Ms. Tubbs 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 the CFA Institute and the CFA Society of Seattle. She is also a finance committee member of the Delta Delta Delta Foundation. Ms. Tubbs has worked in the financial services industry since 1994.

Joe Dennison is a portfolio manager for Zevenbergen Capital Investments (ZCI). He serves on the portfolio management team that directs investments of the Virtus Zevenbergen Innovative Growth Stock Fund, subadvised by ZCI. His primary responsibilities include portfolio management and research analysis with specific sector responsibilities. Prior responsibilities at ZCI included assistance with trading, settlement, client service, and research.

Prior to joining ZCI in 2011, Mr. Dennison worked for Seattle’s largest public defender, as well as serving as a grant awards & investment associate for 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.

Anthony Zackery is a portfolio manager for Zevenbergen Capital Investments (ZCI). He serves on the portfolio management team that directs investments of the Virtus Zevenbergen Innovative Growth Stock Fund, subadvised by ZCI. Prior responsibilities at ZCI included research, operations, and client service.

Prior to 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.