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, multi-asset class 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, thought leadership, and digital integration.

  • Chief Marketing Officer for Altegris Investments. Wendy launched and managed the first digital platform distributing alternative investments to retail investors, advisors and broker dealers. 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:

Fortune 50 Women
  • Managing Director, AirTouch [Vodafone], based in Brussels, Belgium, where she was instrumental in the financing and launch of mobile networks, leading European business development and public policy.

  • Co-lead, Telecoms Investment Banking, HSBC, based in London, where 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.

Dedicated Board Member

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. She is engaged as Development Lead to train and enrich the C-Suite executives for strong management succession.

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.

strong academic

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.