About
Lisa Foley is the Managing Director at Zevenbergen Capital Investments LLC in Seattle, WA, where she plays a key leadership role in portfolio management, investment strategy, and mentoring emerging finance professionals. Her responsibilities include guiding the firm’s investment decisions and contributing to the management of equity portfolios, with a focus on growth-oriented sectors such as technology and innovation-driven companies, which are core specialties of Zevenbergen Capital Investments.
With a distinguished career in investment management, Lisa has held significant senior positions and is recognized for her expertise and deep industry knowledge. She is frequently engaged in mentorship programs for graduate-level finance students, helping develop next-generation talent and sharing her insights on ethical investing and sector analysis.
Lisa holds respected credentials in finance and maintains an active professional network as a thought leader in equity research and portfolio management. She is noted for her involvement in hands-on investment education, including collaborations with universities to provide real-world investment experience, and for her contributions to the strategic growth of equity investment portfolios dedicated to disruptive and high-growth sectors.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Zevenbergen Capital Investments | Managing Director | Jan 1992 to Present | As ZCI’s client service and investment officer, I work with the firm’s institutional and retail clients sharing our growth-equity mission of investing in well-managed, early-stage, public companies. ... |
| Zevenbergen Capital Investments LLC (ZCI) | Retired | Jun 2022 to Jun 2022 | — |
Education
The University of Montana
BA, Psychology
Skills & Expertise
Others at Zevenbergen Capital Investments LLC (13)
| Name | Role | Location |
|---|---|---|
A Amanda Oakeley | Investment Associate | Kirkland, WA , United States |
D Dani Blanchard | Research Analyst | Seattle, WA , United States |
H Herb Albin | Client Portfolio Manager | Seattle, WA , United States |
J Jarod Shannon | Investment Associate | Seattle, WA , United States |
| Managing Director | Seattle, WA , United States | |
J Joe Dennison | Portfolio Manager | Seattle, WA , United States |
| Chief Operating Officer, Portfolio Manager | Seattle, WA , United States | |
| Client Portfolio Manager | Philadelphia, PA , United States | |
| Senior Performance Analyst | Seattle, WA , United States | |
| Research Analyst | United States |
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