MoneyShow March Virtual Expo

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Zoe Bollinger

Director of Client Relations

Bollinger Capital Management

Zoe Bollinger is the director of client relations at Bollinger Capital Management, where she works with new and existing clients to assist in meeting their long-term financial goals. She collaborates with John Bollinger to develop and implement new product offerings for Bollinger Capital clients, most recently the Impact Portfolio. Ms. Bollinger graduated summa cum laude from American University with a degree in international relations and holds a Certificate in Financial Planning from the New York University School of Professional Studies. She spent four years on the board of the Los Angeles chapter of the Social Enterprise Alliance, finishing her term as board chair.

Speaker Schedule

Tuesday, March 16, 2021 - 2:40 pm to 3:10 pm EDT Socially Responsible and Profitable: Finding Balance in ESG Investing Focus: STRATEGIES

Zoe Bollinger reviews the major trends in socially responsible investing and how to find a balance between investing your values while achieving performance. She will take a look at the hot topics in the socially responsible investing space and then review the key trends likely to shape ESG investing moving forward. Finally, Ms. Bollinger will explore the most important factors in developing investment strategies that integrate ethical and sustainable investing goals without sacrificing performance.

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For questions please contact our Client Relations Team at 800-970-4355 or 941-955-0323.

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