Zoe Wallis, CFA, is an experienced Investment Strategist currently working at Forsyth Barr Limited. Prior to this role, Zoe held positions such as Chief Economist at Deloitte New Zealand and Board Director at CFA Society of New Zealand, where Zoe led the Women in Finance portfolio. Zoe also has experience as a Portfolio Manager at Reserve Bank of New Zealand and as a Global VaR Analyst at Credit Suisse. Additionally, Zoe worked as an Assistant Equity Research Analyst at Numis Securities and held various Economist roles at Kiwibank. Zoe's expertise includes economic analysis, forecasting, and strategic advice in the finance industry. Zoe also has experience in FX and fixed income trading, commodity market analysis, and risk analysis.
January, 2023 - present
Investment Strategist at LERMA/
Vice President, Investment Strategist at BNY Mellon Wealth Management
Senior Investment Strategist at AllianceBernstein
Investment Strategist at Mackenzie Investments
Advisory Partner And Investment Strategist at Citadel Investment Services
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