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Lisa Foley

Lisa Foley

Managing Director at Zevenbergen Capital Investments LLC

Seattle, WA , United States

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

OrganizationRoleDate RangeDetails
Zevenbergen Capital InvestmentsManaging DirectorJan 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)RetiredJun 2022 to Jun 2022

Education

The University of Montana

BA, Psychology

Skills & Expertise

Alternative Investments
Asset Allocation
Investments
Asset Management
Hedge Funds
Portfolio Management
Equities
Mutual Funds
Investment Strategies
Asset Managment
ETFs
Investment Management

Others at Zevenbergen Capital Investments LLC (13)

NameRoleLocation
A
Amanda Oakeley
Investment AssociateKirkland, WA , United States
D
Dani Blanchard
Research AnalystSeattle, WA , United States
H
Herb Albin
Client Portfolio ManagerSeattle, WA , United States
J
Jarod Shannon
Investment AssociateSeattle, WA , United States
Jim Fasano
Jim Fasano
Managing DirectorSeattle, WA , United States
J
Joe Dennison
Portfolio ManagerSeattle, WA , United States
Leslie Tubbs
Leslie Tubbs
Chief Operating Officer, Portfolio ManagerSeattle, WA , United States
Manfred Kanther
Manfred Kanther
Client Portfolio ManagerPhiladelphia, PA , United States
Stein Hugus
Stein Hugus
Senior Performance AnalystSeattle, WA , United States
Andrew N.
Andrew N.
Research AnalystUnited States
Showing 1-10 of 13 team members

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