Zhee advises institutional clients by providing counsel and guidance on fund menu design, manager selection, vendor due diligence, investment policy statements and performance monitoring. Prior to joining Fiducient, she was a Director, Relationship Manager II at TIAA. Zhee earned her BS degree from Muhlenberg College and obtained the designation of Certified Financial Planner (CFP®) from the College of Financial Planning. She currently volunteers with Junior Achievement of NJ and the Center for Food Action. In her free time, Zhee is a proud baseball mom and enjoys fitness, running, wine making and reading, particularly biographies and autobiographies.
