Co-Founder And Chief Investment Officer
CurrentCreating more wealth for the average American
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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.
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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.
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San Francisco, CA, US
Creating more wealth for the average American
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Wendy Li works for 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.
Wendy Li is based in New York, New York, United States while working with Ivy Invest.
Wendy Li has worked for Ivy Invest, Mother Cabrini Health Foundation, Uja-Federation Of New York, and The Metropolitan Museum Of Art.
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Wendy Li studied at Columbia University.
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