Wendy Li

Wendy Li Email and 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. @ Ivy Invest
Wendy Li's Location
New York, New York, United States, United States
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.

Wendy Li's Current Company Details
Ivy Invest

Ivy Invest

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Co-founder & Chief Investment Officer @ Ivy Invest | CFA | Columbia Alum | Formerly @ Cabrini Health, UJA-Federation, Met Museum | Leading the charge in innovative investment strategies.
Wendy Li Work Experience Details
  • Ivy Invest
    Co-Founder And Chief Investment Officer
    Ivy Invest Jul 2023 - Present
    San Francisco, Ca, Us
    Creating more wealth for the average American
  • Mother Cabrini Health Foundation
    Managing Director, Investments
    Mother Cabrini Health Foundation Mar 2019 - Jul 2023
    New York, New York, Us
  • Uja-Federation Of New York
    Director Of Investments
    Uja-Federation Of New York Nov 2010 - Feb 2019
    New York, Ny, Us
  • The Metropolitan Museum Of Art
    Senior Investment Analyst
    The Metropolitan Museum Of Art Jul 2006 - Oct 2010
    New York, Ny, Us

Wendy Li Education Details

  • Columbia University
    Columbia University

Frequently Asked Questions about Wendy Li

What company does Wendy Li work for?

Wendy Li works for Ivy Invest

What is Wendy Li's role at the current company?

Wendy Li's current role is Co-founder & Chief Investment Officer @ Ivy Invest | CFA | Columbia Alum | Formerly @ Cabrini Health, UJA-Federation, Met Museum | Leading the charge in innovative investment strategies..

What schools did Wendy Li attend?

Wendy Li attended Columbia University.

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