Ms. Zevenbergen established ZCI in 1987, creating a responsive, research-focused investment firm. Prior to founding the firm, she was a Portfolio Manager and Research Analyst for Rainier National Bank for six years. She was responsible for supervising trust assets for individuals and organizations with diverse investment goals and varying constraints. Currently, Ms. Zevenbergen oversees the firm’s investment policy and portfolio management decisions, maintaining a strong commitment to original research. She graduated from the University of Washington, earning a BA in Business Administration with a concentration in Finance, is a CFA charterholder and a member of both the CFA Institute and the CFA Society of Seattle. Ms. Zevenbergen serves as an Independent Trustee of the Smead Funds Trust and serves on the Seattle Pacific Foundation Board of Directors.  Furthermore, she is a member of the University of Washington Foster School of Business Advisory Board, an At Large Director of the UW Foundation Board and member of its Nominating Committee. Sector Expertise: Technology, Energy, Basic Materials, Industrials and Health Care

Mr. Dennison joined ZCI in 2011 and serves as an integral member of the firm’s portfolio management team with responsibility for original research (which includes financial statement analysis, forecasting and management assessment), security selection and client portfolio construction. He also serves as a key liaison with many of ZCI’s individual and mutual fund clients. Prior responsibilities at ZCI have included equity trading and various foundational operations roles. Prior to joining the firm, 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.  For Anduin, Mr. Dennison was responsible for researching and contacting potential grant recipients, as well as assisting in determining long-term gifting and investment strategies.  He received his BA in Political Science from Yale University.  Mr. Dennison is a CFA charterholder and is a member of both the CFA Institute and CFA Society of Seattle. Sector Expertise: Basic Materials, Consumer Discretionary, Energy, Health Care and Telecommunications

Mr. Zackery joined ZCI in 2011 and serves as an integral member of the firm’s portfolio management team with responsibility for original research (which includes financial statement analysis, forecasting and management assessment), security selection and client portfolio construction. He also serves as a key liaison with many of ZCI’s individual and mutual fund clients and has responsibility as the firm’s sustainable investment lead, coordinating ZCI’s proprietary ESG research and guiding the portfolio management team on incorporation of financially relevant ESG factors within the client portfolio decision-making process. Prior responsibilities at ZCI have included trading and foundational operations roles. Before joining ZCI, Mr. Zackery worked as a Credit Analyst for Banner Bank, where he evaluated the creditworthiness of existing and prospective bank clients. He graduated magna cum laude with a BA in Business Administration, finance concentration, and 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 CFA charterholder and is a member of both the CFA Institute and CFA Society of Seattle. Sector Expertise: Technology, Consumer Staples, Industrials, Financials, Real Estate and Utilities.