Wendy Jo is an accomplished investment professional with a strong background in investment banking and private equity. She graduated Cum Laude from Horace Mann School and went on to earn her Bachelor's degree in Industrial Engineering & Operations Research from Columbia University in the City of New York.

Wendy has held various roles throughout her career, including Investment Banking Analyst at Bank of America Merrill Lynch, Private Equity Intern at NB Group Investors LLC, and Investment Professional at Permira. In addition, she has gained valuable experience as an Investment Management Intern at Altfest Personal Wealth Management, a Financial Analyst at Hyundai Capital America, and a Research Assistant at Columbia University Industrial Engineering Lab.

Her diverse skill-set encompasses financial analysis, research, and industrial engineering, making her a valuable asset to any organization. Wendy's impressive experience and educational background make her a talented investment professional, uniquely qualified to provide valuable insights and strategic advice to her clients.