Wendy Li — SPARQNOW

At-a-Glance

Co-founder & Chief Investment Officer at Ivy Invest
Co-founder of Ivy Invest
Built the Investment Office from the ground up at Mother Cabrini Health Foundation and managed a $4 billion portfolio
Oversaw a $1 billion endowment and a $400 million pension plan at UJA-Federation of New York
Holds a Bachelor of Arts degree from Columbia University
Achieved the professional designation of Chartered Financial Analyst (CFA)

Biography

Wendy Li is the Co-founder and Chief Investment Officer at Ivy Invest, an investment platform focused on institutional-level portfolios. In this role, she leads her team in pioneering innovative investment strategies and managing the company's portfolio.

Her career includes significant positions at several prominent institutions. At the Mother Cabrini Health Foundation, Wendy established the Investment Office and managed a $4 billion portfolio.