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Freda Lam Zietlow, CFA

Director, Portfolio Management

Freda brings extensive investment management and financial planning expertise to BOS. She also leads the firm’s socially responsible investment research and oversees the portfolio management team. Prior to joining BOS, Freda was a Vice President of Fremont Realty Capital, responsible for over $1.0 billion of real estate private equity and debt investments. Prior to Fremont, Freda was an investment banker and fixed income research analyst with JPMorgan in New York and Hong Kong. Freda began her career at the Trump Organization in New York managing various luxury real estate development projects. Her professional experience also includes working with large financial institutions such as G.E. Investments and Deutsche Bank.

Freda speaks fluent Mandarin and Cantonese Chinese. She lives in Piedmont with her husband and two children.

Education
  • BA in Architecture, University of California, Berkeley
  • MS in Real Estate, Columbia University
  • MBA in Finance, The Wharton School, University of Pennsylvania
Highlights
  • Freda Lam Zietlow, Chartered Financial Analyst
  • Executive Committee Member of the 1990 Institute Board of Directors
  • Member of the Financial Planning Association (FPA)
  • Member of the Programs Committee for the Financial Planning Association in San Francisco
  • Member of Piedmont ALPS Board of Directors
  • Member of the CFA Institute
  • Past Advisory Board Member of Global Montessori International School
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