Zevenbergen Capital Investments

Nancy Zevenbergen is president and chief investment officer at 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 as portfolio manager of the Virtus 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, and is a board member for the Seattle Pacific Foundation. Ms. Zevenbergen has worked in the financial services industry since 1981.

Brooke de Boutray is managing director and portfolio manager at Zevenbergen Capital Investments (ZCI). She serves as portfolio manager of the Virtus Innovative Growth Stock Fund, subadvised by ZCI. In this role, Ms. de Boutray helps define the Fund’s investment policy and is responsible for selecting equity holdings. Her investment focus is on finding companies that are transformative and disruptive to the status quo. She seeks strong management that defines the culture and creative innovation required of growth companies.

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 the Finance Committee of the 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 at Zevenbergen Capital Investments (ZCI). Ms. Tubbs oversees the financial management of the firm. She serves as portfolio manager of the Virtus Zevenbergen Innovative Growth Stock Fund, subadvised by ZCI, where 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 an associate portfolio manager at Zevenbergen Capital Investments (ZCI). He supports ZCI’s portfolio managers with active recommendations on security selection and portfolio construction through original research, which includes financial statement analysis, forecasting, and management assessments. Prior responsibilities at ZCI have included assistance in 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 Grant Awards & Investment Associate for Anduin Foundation. In his role with The Defender Association, Mr. Dennison was a primary source of communication with clients, specializing in conflict resolution, scheduling, and case assignment. At Anduin, Mr. Dennison was responsible for researching and contacting potential grant recipients, as well as assisting in determining long-term gifting and investment strategies.

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 an associate portfolio manager at Zevenbergen Capital Investments (ZCI). He supports ZCI’s portfolio managers with active recommendations on security selection and portfolio construction through original research, which includes financial statement analysis, forecasting, and management assessments. Prior responsibilities at ZCI have included 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.