Zoe Moore joined Syntrinsic in June 2024 as an Associate Consultant serving Syntrinsic’s private clients. Zoe strives to provide exceptional operational support to the firm’s private clients and ensure their personal investment needs are fulfilled. She works from her home office in Sunny San Diego, CA!

Prior to joining Syntrinsic, Zoe worked as a Transition Manager at UBS Investment Bank, where she handled onboarding, account opening, and client management with the firm’s FX clients. This experience allowed Zoe to learn how to navigate an extremely high-paced environment while providing an excellent, efficient client experience.

Zoe graduated from the Haslam College of Business at the University of Tennessee with a Bachelor of Science in Finance and International Business. She has also obtained her Series 65 license through FINRA.

Outside of work, Zoe enjoys long walks, going to the beach, and spending time with friends and family.

“I am passionate about serving underserved communities. I am proud to work for a company that has committed itself to service-focused, ethical investing to empower those around us!”