AssetMark
Zoe Brunson's work experience includes various roles in the financial industry. Zoe started their career as a Pension Assistant at Bacon & Woodrow in 1996. Zoe then worked as a Statistician at Fund Research in 1996. In 1997, they became a Performance Analyst at State Street Trust & Bank. From 1998 to 2007, Zoe served as a Director at Standard & Poor's. Zoe joined AssetMark in 2007, initially as a Senior Vice President for Investment Strategies and currently holds the position of Chief Investment Strategist.
Zoe Brunson obtained a BSc (Hons) degree in Business Information Technology from Kingston University, where they studied from 1990 to 1994. Prior to their university education, they attended Stowmarket High School; however, specific details about their degree or field of study at the high school level are not available.
In terms of additional certifications, Zoe Brunson achieved the Chartered Financial Analyst (CFA) designation from the CFA Institute in September 2001.
AssetMark
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AssetMark, formerly Genworth Wealth Management, is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. They provide investment, relationship and practice management solutions that advisors use in helping clients achieve wealth, independence and purpose. They serve those advisorswho make a difference in the lives of their clients. Often, that's about financial independence. They craft their offering around each advisor's vision so that you can manage clients' wealth with thoughtful purpose. The firm has approximately $22 billion in assets on its platform and a history of innovation spanning over 20 years.