Terri Spath, CFA, CFP ®, is the Founder and Chief Investment Officer (CIO) of Zuma Wealth, LLC, with 25 years of experience achieving superior investment results. Her leadership history includes top positions at Sierra Investment Management, Mercer Advisors, Franklin Templeton Investments and Fidelity Investments. She brings the expertise that comes with stewarding billions of dollars through market volatility periods. Terri is a recognized thought leader, regularly appearing on CNBC, Bloomberg TV, quoted widely in the financial media, and appearing frequently as an industry speaker. She was named a “Top 10 Inspiring Women of 2022” for her research on women and wealth and shortlisted by the Women in Asset Management Awards in 2019. Terri's years of real-world expertise are rooted in a suite of top financial credentials: the CFA charter, the CFP® certification, an MBA in Finance from Columbia University and an AB in Economics from the University of Michigan.