Co-Founder And Chief Investment Officer
CurrentCreating more wealth for the average American
Jul 2023 - Present
AeroLeads people directory · profile
Wendy Li Email & Phone Number
Co-founder & Chief Investment Officer @ Ivy Invest | CFA | Columbia Alum | Formerly @ Cabrini Health, UJA-Federation, Met Museum | Leading the charge in innovative investment strategies.
at
Ivy Invest
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Co-founder & Chief Investment Officer @ Ivy Invest | CFA | Columbia Alum | Formerly @ Cabrini Health, UJA-Federation, Met Museum | Leading the charge in innovative investment strategies.
Location
New York, New York, United States
Who is Wendy Li? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Wendy Li is listed as Co-founder & Chief Investment Officer @ Ivy Invest | CFA | Columbia Alum | Formerly @ Cabrini Health, UJA-Federation, Met Museum | Leading the charge in innovative investment strategies. at Ivy Invest, based in New York, New York, United States. AeroLeads shows a matched LinkedIn profile for Wendy Li.
Wendy Li previously worked as Co-Founder and Chief Investment Officer at Ivy Invest and Managing Director, Investments at Mother Cabrini Health Foundation. Wendy Li studied at Columbia University.
Company email context
Email format at Ivy Invest
This section adds company-level context without repeating Wendy Li's masked contact details.
Ivy Invest
Review company-level records connected to Wendy Li before choosing the right outreach path.
Profile bio
About Wendy Li
Co-founder & Chief Investment Officer at Ivy InvestAs Co-founder and Chief Investment Officer at Ivy, an investment platform built on a one-of-a-kind portfolio typically available only to institutional investors, Wendy leads her team in pioneering innovative investment strategies and managing our portfolio. Her career spans pivotal roles at the Mother Cabrini Health Foundation, UJA-Federation of New York, and the Metropolitan Museum of Art, where she managed and diversified multi-billion-dollar portfolios.At the Mother Cabrini Health Foundation, Wendy built the Investment Office from the ground up and managed a $4 billion portfolio. At UJA-Federation, she oversaw a $1 billion endowment and a $400 million pension plan, specializing in a diverse range of asset classes.Wendy completed a Bachelor of Arts degree at Columbia University and also achieved the professional designation of Chartered Financial Analyst. Wendy is committed to illuminating strategic investment opportunities that are informed, approachable, and attainable. She welcomes you to connect with her to explore trends, the roles of stakeholders, and the trajectory of the investment industry.
Current workplace
Wendy Li's current company
Company context helps verify the profile and gives searchers a useful next step.
4 roles
Wendy Li work experience
A career timeline built from the work history available for this profile.
Managing Director, Investments
Mar 2019 - Jul 2023
Director Of Investments
Nov 2010 - Feb 2019
Senior Investment Analyst
Jul 2006 - Oct 2010
1 education record
Wendy Li education
-
Columbia University
FAQ
Frequently asked questions about Wendy Li
Quick answers generated from the profile data available on this page.
What company does Wendy Li work for?
Wendy Li works for Ivy Invest.
What is Wendy Li's role at Ivy Invest?
Wendy Li is listed as Co-founder & Chief Investment Officer @ Ivy Invest | CFA | Columbia Alum | Formerly @ Cabrini Health, UJA-Federation, Met Museum | Leading the charge in innovative investment strategies. at Ivy Invest.
Where is Wendy Li based?
Wendy Li is based in New York, New York, United States while working with Ivy Invest.
What companies has Wendy Li worked for?
Wendy Li has worked for Ivy Invest, Mother Cabrini Health Foundation, Uja-Federation Of New York, and The Metropolitan Museum Of Art.
How can I contact Wendy Li?
You can use AeroLeads to view verified contact signals for Wendy Li at Ivy Invest, including work email, phone, and LinkedIn data when available.
What schools did Wendy Li attend?
Wendy Li studied at Columbia University.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial