ZB

Zoe Brunson

Chief Investment Strategist at 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.

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Timeline

  • Chief Investment Strategist

    May, 2021 - present

  • Senior Vice President Investment Strategies

    March, 2007