INDEPENDENT Board DIRECTOR

An inspired leader, Wendy serves as Independent Board Member and Senior Advisor to a leading European family-owned enterprise where she advises on real-time strategic challenges, international joint ventures and capital investments. Wendy is skilled in meeting the unique challenges facing closely-held organizations, structuring effective governance and ensuring strong management succession. She applies her expertise in multi-generational wealth management to empower family decision-making.

LEADERSHIP DEVELOPMENT & EXECUTIVE COACH

Beyond the boardroom, Wendy is engaged as Development Lead and Executive Coach to train and enrich C-Suite executives. Working at the confluence of strategy and leadership, she applies her unique blend of interactive team training with one-on-one mentoring and coaching, focused to meet clearly-defined business metrics and L&D objectives.

CMO & Growth Lead, Asset Management

A pioneering strategist and growth driver specialized in alternative assets, Wendy serves as fractional Chief Marketing Officer for Fund Managers, Private Equity and Wealth Management firms.

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  • CMO, Head of Corporate and Channel Marketing for Makena Capital Management, a global endowment investment manager with more than $19 billion AUM. Wendy established the firm's strategic alliance with a premier private bank, a leading driver of growth. She led brand development and digital integration.

  • Chief Marketing Officer for Altegris Investments. Wendy launched and managed the first digital platform distributing alternative investments to Financial Advisors and accredited investors. Her success in rapidly growing AUM enabled the firm's $100+ million strategic acquisition.

  • Strategic Advisor to Emerging Managers. Wendy solves unique fund marketing challenges, including the $100+ million Asian launch of a multi-asset class retail investment offering.

 

Global Strategist

Named among the Top 50 Most Powerful Women in Business in Europe by Fortune Magazine, Wendy established her record of success building investment partnerships across Europe.  Wendy applies this unique global perspective in serving today's clients. Her roles included:

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  • Managing Director, AirTouch [Vodafone], based in Brussels, Belgium, she was instrumental in the financing and launch of digital mobile networks, leading business development and EU public policy.

  • Co-lead, Telecoms Investment Banking, HSBC, based in London, she secured debt and equity financing for network operators worldwide.

  • Chief Financial Officer for Europe Online, serving the Board of this broadband network based in Luxembourg, she raised E70 million in private financing.

 

Delivering strategic insight and analytical rigor, Wendy draws upon experience as a consultant with McKinsey and Company serving leading global brands.

INDUSTRY LEADER & EDUCATOR

Board Member of the 100 Women in Hedge Funds, Northern California Education Committee, she actively produces educational events for this industry organization serving 15,000 professionals worldwide.

Wendy earned her MBA from the Stanford Business School, named Arjay Miller Scholar (top 10%); and her BA with Honors from Stanford University, Phi Beta Kappa.

Fluent in German, proficient in French and Greek, Wendy studied at the Friedrich Meinecke Institute, Freie Universitaet Berlin.

Racing & Cruising Sailor

An accomplished sailor and world cruiser, Wendy sailed the Mediterranean and Caribbean in her 41-foot sloop. Today, she sails as race crew on San Francisco Bay. Skilled in navigating challenging situations, Wendy inspires teams to perform at their best.