Legal, Compliance and Risk Management
Zoey joined Bertram in 2013 and oversees the firm’s legal, compliance and risk management functions. Zoey joined Bertram from Blum Capital Partners, L.P., a hedge fund located in San Francisco, where she was responsible for the implementation and management of the compliance program. Before joining Blum Capital, Zoey was a paralegal in the venture capital and fund formation group of Cooley, LLP, and prior to that, the investment management group of Paul Hastings, LLP. Zoey holds the Investment Adviser Certified Compliance Professional (IACCP) designation.
Investment Adviser Certified Compliance Professional
City & Guilds of London Institute