Focus Area

Legal and Compliance

Experience

Zoey focuses primarily on the firm’s compliance, governance and risk management initiatives. Prior to Bertram, Zoey was Compliance Manager at Blum Capital Partners, L.P. She also held positions with the law firms of Cooley LLP and Paul Hastings LLP. Zoey received her compliance certification from the NRS and holds the Investment Adviser Certified Compliance Professional (IACCP) designation.

Education