Zoe Wallis, CFA

About Zoe

Zoe Wallis joined Forsyth Barr in 2023 as an Investment Strategist. She has over 15 years of experience across financial services and banking in New Zealand and London, specialising in financial market research and economics. She has previously held Chief Economist roles at a New Zealand bank and one of New Zealand’s ‘big four' accounting firms.

Zoe holds an Honours degree in Economics from the University of Canterbury with a Bachelor of Commerce in Economics and Finance, is a Chartered Financial Analyst (CFA) charterholder and a member of the Institute of Finance Professionals NZ (INFINZ).