Levi Stewart Zurbrugg

Analyst-Equity at

Saturna Capital Corp.

Consumer Services

Finance

Profile

Mr. Levi S.
Zurbrugg, CFA MBA, is a Senior Investment Analyst & Portfolio Manager at Saturna Capital Corp.
He joined the firm in June 2019.
Prior to joining the firm, Mr. Zurbrugg worked at the Sustainability Accounting Standards Board as a Sector Analyst for the Consumer Staples sector.
He graduated from Western Washington University with a BA in Business Administration and has an MBA from the University of Washington’s Foster School of Business.
He is a Certified Public Accountant and Chartered Financial Analyst (CFA) charterholder.

Levi Stewart Zurbrugg active positions

Companies	Position	Start
Saturna Capital Corp. Saturna Capital Corp. Investment ManagersFinance Saturna Capital is primarily a long-term investor that seeks to preserve and grow clients’ capital over time. They believe that for the long-term investor, equity securities are the best investment option, but they also recognize that bonds or cash equivalents may be better suited in certain situations. Therefore, the firm also offers advice on most securities commonly held in US investment accounts: domestic and foreign common and preferred stocks; government, corporate and municipal bonds; mutual funds; convertible securities; warrants; exchange-traded option contracts; and partnership interests.	Analyst-Equity	2019-05-31

All active positions of Levi Stewart Zurbrugg

Training of Levi Stewart Zurbrugg

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Levi Stewart Zurbrugg's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	3
Saturna Capital Corp. Saturna Capital Corp. Investment ManagersFinance Saturna Capital is primarily a long-term investor that seeks to preserve and grow clients’ capital over time. They believe that for the long-term investor, equity securities are the best investment option, but they also recognize that bonds or cash equivalents may be better suited in certain situations. Therefore, the firm also offers advice on most securities commonly held in US investment accounts: domestic and foreign common and preferred stocks; government, corporate and municipal bonds; mutual funds; convertible securities; warrants; exchange-traded option contracts; and partnership interests.	Finance
Western Washington University Western Washington University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Foster School of Business Foster School of Business Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services