SVP, Investment Strategies
Zoë is responsible for all due diligence on third-party investment partners on the AssetMark platform, for creating and presenting the firm’s Investment Mastery program and for managing the portfolio of GuidePath Funds and GPS strategies. She also oversees coverage of portfolio strategists and sub-advisors for the GuideMark Funds and manages the overall consulting relationships with Callan Associates. Zoë joined the firm from Standard & Poor’s where she led the investment advisory services team. She holds the Chartered Financial Analyst (CFA) designation, and earned a BSc (Hons) in Business Information Technology from Kingston University, UK.