Stein Hugus

Stein Hugus, CIPM, is a Senior Performance Analyst at Zevenbergen Capital Investments LLC in Seattle, WA. At ZCI since 2000, his primary responsibilities include coordinating the firm’s compliance with the Global Investment Performance Standards (GIPS), creating and maintaining composites for the firm’s investment strategies, and supporting fixed-income administration and trading. He also assists the Business Administration team and has experience in client service support and marketing material production.

His expertise lies in investment performance analysis, compliance, and operational support rather than direct security selection or portfolio management. Stein plays a crucial role in ensuring performance data integrity for Zevenbergen’s various strategies, which focus on growth equities and fixed-income investments. His work underpins the accurate and transparent presentation of investment results across asset classes covered by the firm.

Stein holds a BA in Business Administration with an emphasis in Finance from Western Washington University and has earned the Certificate in Investment Performance Measurement™ (CIPM) from the CFA Institute. His career reflects a strong commitment to industry best practices in performance measurement and compliance, contributing to ZCI’s reputation for ethical and precise asset management reporting.