Tom Dickson
Client Portfolio Manager, Head of Business Development at Zevenbergen Capital Investments LLC
About
Tom Dickson is a Portfolio Manager at Zevenbergen Capital Investments LLC, based in Edmonds, WA. In his current role, he manages institutional client relationships, oversees consultant engagement, and drives business development initiatives within the firm. He brings a strategic focus to client service and portfolio management, helping guide investment approaches for ZCI’s diverse client base.
Dickson specializes in global fixed income and equities, leveraging extensive experience across asset classes and sectors. His background spans roles as a Trader, Research Analyst, and Global Fixed Income Portfolio Manager, with particular expertise in bond-ladder construction, structured notes, and diversified equity strategies. He also has direct investment experience with both large institutional portfolios and high-net-worth accounts.
Before joining ZCI in 2024, Dickson had a distinguished 21-year tenure at Franklin Templeton and subsequently served as Partner at Edinburgh Partners Ltd., focusing on institutional client service and business development in North America. He holds a BS in Agricultural & Managerial Economics from the University of California at Davis and an MBA in International Business from the University of Miami, and is an active member of the CFA Institute and CFA Societies of Seattle and San Francisco.
Career History
| Organization | Role | Date Range | Details | 
|---|---|---|---|
| Zevenbergen Capital Investments LLC (ZCI) | Client Portfolio Manager, Head of Business Development | Jan 2024 to Present | — | 
| Asset Value Investors | Institutional Sales and Consultant Relations, North America | Jan 2023 to Dec 2023 | — | 
| Edinburgh Partners Limited | Partner - Sales, Consultant Relations and Client Service, North America | Jan 2014 to Jun 2022 | — | 
| Franklin Templeton | Senior Vice President | Jan 2002 to Jun 2013 | — | 
| Franklin Templeton | Vice President - Portfolio Manager and Research Analyst - Global Fixed Income | Jul 1994 to Jan 2002 | — | 
| Franklin Templeton | Management Trainee and Research Analyst | Jul 1992 to Jul 1994 | — | 
Education
University of Miami Herbert Business School
Masters, Business Administration - Int'l Business
1998 — 1999
University of California, Davis
Bachelor Science, Managerial and Agricultural Economics
1987 — 1992
De La Salle High School
Others at Zevenbergen Capital Investments LLC (10)
| Name | Role | Location | 
|---|---|---|
| AAmanda Oakeley | Investment Associate | Kirkland, WA , United States | 
| DDani Blanchard | Research Analyst | Seattle, WA , United States | 
| HHerb Albin | Client Portfolio Manager | Seattle, WA , United States | 
| JJarod Shannon | Investment Associate | Seattle, WA , United States | 
| Managing Director | Seattle, WA , United States | |
| JJoe Dennison | Portfolio Manager | Seattle, WA , United States | 
| Chief Operating Officer, Portfolio Manager | Seattle, WA , United States | |
| Managing Director | Seattle, WA , United States | |
| Client Portfolio Manager | Philadelphia, PA , United States | |
| Senior Performance Analyst | Seattle, WA , United States |