Ann Kubalanza Vavrousek

Employer firm

Zevenbergen Capital Investments LLC CRD 128990

$4.57B regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• MODEL-ONLY PORTFOLIOS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2015 → Present
  Zevenbergen Capital Investments Llc
  Edmonds, WA
• 07/2018 → 10/2023
  Quasar Distributors, Llc
  Milwaukee, WI

Other Businesses

1. Zevenbergen Capital Investments LLC; Seattle, WA; Investment related; Started 03/08/2015; Investment Manager; Senior Associate; 200 hours per month with 200 hours during securities trading hours; Provides administrative support to Business Administration and Compliance Teams

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-11-20
• S65 Uniform Investment Adviser Law Examination
  2015-11-04

Other Names

• Ann Frances Kubalanza