Prior to joining Cerity Partners, Zoe served in a similar role as a Fiduciary & Financial Planning Associate with EMM Wealth, assisting with estate planning, trust administration, and family governance. She also worked with the financial planning department. Zoe previously worked as a financial planning associate with a New York City-based boutique financial planning firm.
Zoe received her Master of Business Administration in Economics from the University of Belgrade, Faculty of Economics. She holds the Certified Financial Planner (CFP®) designation.