Herb Albin

Portfolio Manager-Fixed Income at

Zevenbergen Capital Investments LLC

Finance

Consumer Services

Profile

Mr. Herbert W.
Albin, Jr., is a Chief Fixed Income Officer & Client Portfolio Manager at Zevenbergen Capital Investments LLC.
He joined Zevenbergen Capital Investments (ZCI) in 1999 and is responsible for portfolio and fixed-income analysis, as well as client communications.
Prior to joining the firm, Mr. Albin worked in the investment industry for 15 years, developing wide-ranging expertise.
His experience includes Wertheim Schroder in New York, where he traded fixed-income securities and provided portfolio strategies for institutional clients, CIBC Oppenheimer in Seattle as Fixed Income Manager, and McDonald Investments, Inc., where he served as an adviser recommending investment and allocation strategies for corporate clients.
He received a BA in Business Administration from Seattle Pacific University with an emphasis in Finance.

Herb Albin active positions

Companies	Position	Start
Zevenbergen Capital Investments LLC Zevenbergen Capital Investments LLC Investment ManagersFinance ZCI provides investment advisory services through individually managed, aggressive growth equity portfolios. Each of these investment strategies is focused on capital appreciation, characterized by concentrated portfolios with limited or no income generation and each is always generally fully invested. The firm uses fundamental, bottom-up analysis when making investment decisions.	Portfolio Manager-Fixed Income	-

All active positions of Herb Albin

Former positions of Herb Albin

Companies	Position	End
CIBC World Markets Corp. (Old) CIBC World Markets Corp. (Old) Financial ConglomeratesFinance Provides financial services	Corporate Officer/Principal	-
McDonald Investments, Inc. McDonald Investments, Inc. Investment ManagersFinance GMI's managers are generalists.	Corporate Officer/Principal	-
Wertheim Schroder & Co., Inc. Wertheim Schroder & Co., Inc. Investment Banks/BrokersFinance Brokerage firm	Corporate Officer/Principal	-

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Training of Herb Albin

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Linked companies

Private companies	5
CIBC World Markets Corp. (Old) CIBC World Markets Corp. (Old) Financial ConglomeratesFinance Provides financial services	Finance
McDonald Investments, Inc. McDonald Investments, Inc. Investment ManagersFinance GMI's managers are generalists.	Finance
Zevenbergen Capital Investments LLC Zevenbergen Capital Investments LLC Investment ManagersFinance ZCI provides investment advisory services through individually managed, aggressive growth equity portfolios. Each of these investment strategies is focused on capital appreciation, characterized by concentrated portfolios with limited or no income generation and each is always generally fully invested. The firm uses fundamental, bottom-up analysis when making investment decisions.	Finance
Wertheim Schroder & Co., Inc. Wertheim Schroder & Co., Inc. Investment Banks/BrokersFinance Brokerage firm	Finance
Seattle Pacific University Seattle Pacific University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

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