Wendy is a Managing Director in Cambridge Associates’ San Francisco office. For the past dozen years she has worked with foundation, higher education and other nonprofit clients on both a discretionary and advisory basis to build portfolios that support each organization’s unique financial objectives, mission priorities and institutional values. Wendy is also a member of our Sustainable and Impact Investing Council and Diverse Manager Research Council, providing strategic guidance for the firm’s research platform and oversight of related initiatives.

Prior to joining Cambridge Associates in 2011, Wendy worked on the investment teams at Imprint Capital Advisors, focusing on socially responsible and environmental-themed investment managers, and at Parnassus Investments, integrating environmental, social and governance (ESG) factors into industry and company-specific research.  Before graduate school, Wendy was a securities analyst at Argus Research.  She also previously performed fiduciary and tax accounting at McLaughlin & Stern, LLP.  Wendy is a former vice chair of the Sustainable Investing Committee of the New York Society of Security Analysts and currently serves on the Advisory Committee of the Haas Sustainable Investment Fund.

Wendy is a CFA Charterholder and has a MBA, with Honors, from the Walter A. Haas School of Business at the University of California at Berkeley.  She earned her BA, cum laude, from Yale University.