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Zoe is a Senior Associate in the New York office and supports the firm’s fiduciary and financial planning clients.
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.
Was there a specific incident in your life that made it clear you were made for this career?
People always said I should work in a field where I can help or coach others. It became much clearer when against all odds and skepticism, as first generation immigrant from Eastern Europe pursuing a career in a "very American" industry, I kept progressing until everything fell into place.
What should your clients know the most about you?
They should know I am in their service directly (when in a client facing role) or indirectly (when supporting advisors in a shared services role).
How would you describe your best day doing what you do?
Bringing new solutions to the table for advisors and helping them put our financial planning tools to the best use.
What does the world need now more than anything?
Healthy relationships (with clients, colleagues, partners).
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Partner & Head of Portfolio Management
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