Sponsor Speakers
Joe Dennison, CFA
Principal, Portfolio Manager
Zevenbergen Capital Investments
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.