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Zoe Wallis, CFA

Investment Strategist
Zoe  Wallis, CFA

DDI: +64 4 495 5266

Mobile: +64 21 0859 2268

About Zoe

Zoe 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).

Zoe is based out of the Wellington office

Forsyth Barr Ltd Wellington Office
Level 22 NTT Tower
157 Lambton Quay
Wellington 6011

PO Box 5266, Wellington 6140
Phone: +64 4 499 7464