Wendy Cromwell, CFA

Biography

As Vice Chair, Wendy is a senior member of the firm’s management team and acts as an aide to the chairman and CEO with respect to external affairs of the organization.  She is also the Director, Sustainable Investment setting the research agenda and strategy for the firm’s sustainable investment practice, including impact, climate, and long-term engagement strategies.

Prior to this role, Wendy conducted research on long-term multi-asset themes and led the development of multi-asset portfolios for the firm’s global client base as the Director, Global Multi Asset Strategies.   

In addition, Wendy manages market-neutral and real-return portfolios as well as customized portfolios for clients seeking specific risk/return objectives. She is an author of papers on topics concerning investment policy development, risk analysis, and the role of specialized asset classes in portfolios. She is also a member of the Compensation Committee and Hedge Fund Review Group, and serves on the Advisory Board of the Wellington Women’s Network and as chair of the Wellington Management Australia Board.

Wendy received her MBA, with honors, from Vanderbilt University (Owen, 1995) and her BBA, summa cum laude, from the University of Mississippi (1993). She also holds the Chartered Financial Analyst designation.

Education

MBA, Vanderbilt, 1995