Nan***CFA
Education
UW Foster School of Business (1977 - 1981)
- Degree: Bachelor of Arts (B.A.)
- Field of Study: Finance
- Description:
Skills:
Investments, Asset Management, Asset Allocation, Alternative Investments
Work Experience:
Founder and Chief Investment Officer at Zevenbergen Capital Investments LLC
- Location: Edmonds, Washington
- Duration: 1987-01 to Present
- Description: For over 30 years, Nancy has led ZCI’s 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. Her role includes overseeing investment strategies, processes and returns, while leading the ZCI team, including next-generation portfolio managers. Today, 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 Sub-Adviser to Virtus Asset Trust Fund sites: • https://www.zci.com/funds • https://www.virtus.com/products/zevenbergen-innovative-growth-stock
Member - Board Of Trustees (Smead Funds Trust) at Smead Capital Management
- Location: Greater Seattle Area
- Duration: 2015 to Present
- Description:
Portfolio Manager at Rainier National Bank
- Location:
- Duration: 1981-07 to 1986-12
- Description:
Candidate Intelligence Report
AI-powered analysis from the perspective of a US hiring director — evaluating career continuity, growth trajectory, and role fit.
Career Continuity & Risk Assessment
No meaningful employment gaps; career progresses from Rainier National Bank (1981-1986) to founding Zevenbergen Capital Investments (1987-Present) with ongoing board involvement (since 2015).
All roles are within investment management, asset management, or fund governance; consistent industry focus with no material shifts.
Long tenure at Zevenbergen Capital Investments since 1987 demonstrates stability; additional board role since 2015 reinforces ongoing commitment.
Education (UW Foster School of Business) paired with CFA credential aligns strongly with senior investment leadership responsibilities.
Career Growth Curve
Best-Fit Roles (Top 5)
Chief Investment Officer (CIO) - Endowment / Foundation / Family Office96% fit
Proven founder-led asset manager with long tenure and success overseeing multi-billion AUM, plus governance experience; strong strategic and risk management capabilities.
Managing Partner / Head of Growth Equity94% fit
Deep experience in growth-focused investing and founder-led companies; track record of identifying and backing high-potential winners; aligns with growth/venture-like strategies.
Chief Investment Officer, Mutual Funds / Fund Family90% fit
Direct experience overseeing mutual funds and sub-advisor relationships; capable of leading fund strategy, risk management, and product development at scale.
Senior Portfolio Manager – Growth Equity (Public Markets)85% fit
Hands-on stock selection for growth-oriented portfolios; proven ability to generate alpha in high-conviction strategies; complements senior leadership roles.
Non-Executive Director / Investment Committee Member80% fit
Board governance experience with investment oversight; adds strategic risk management and fiduciary perspective to boards of funds or financial services firms.
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