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zoie-silver

Zoie Silver

CFP® - Vice President, Client Services Manager

Zoie Silver is client service manager of Beacon Trust. She is responsible for the management of the client service team to ensure excellent service for all of Beacon Trust's clients. Ms. Silver is also a relationship manager, working directly with clients to handle their day-to-day needs.

Prior to her current role, Ms. Silver was a portfolio manager, responsible for asset allocation and portfolio analysis for trust and high net worth clients. Ms. Silver joined Beacon Trust as a portfolio manager assistant in 2010.

Ms. Silver received a bachelor’s degree in economics from the University of Michigan with a minor in Asian languages and cultures. Prior to joining Beacon, she worked as an English teacher in Shenzhen, China, where she continued her Chinese language study. She completed a business internship program in Shanghai, China through Columbia University and a study abroad program in Europe through Syracuse University. She is also a CFP® professional.