Wenli Tan
InvestorManaging Director, Fiduciary Solutions at Mesirow · SVP, Valuation & Portfolio Data at CapitalSpring
Chicago, Illinois, United States
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325 people in our graph share verified history with Wenli — schools, employers, funds. One of them is your warm intro.
GlebunlockedWenli: together at The University of Chicago Booth School of Business (2010)
×5Wenli: together at The University of Chicago Booth School of Business
×6Wenli: together at University of Rochester
About
Wenli Tan is a Managing Director in Mesirow Fiduciary Solutions, where she conducts quantitative and qualitative investment research supporting fiduciary partnership, consulting, and institutional due diligence engagements. She has 22 years of industry experience and joined Mesirow in 2009, having previously worked as a mutual fund analyst at Morningstar and an investment analyst at Ennis Knupp & Associates. She holds a bachelor's degree from the University of Rochester and an MBA from the University of Chicago Booth School of Business, and is a CFA charterholder.
Contact· self-published, not guessed
Experience
- MesirowManaging Directorcurrent2021 — presentChicago, Illinois, United States
- MesirowSenior Vice President2019 — 2021Greater Chicago Area
- MesirowVice President2013 — 2019
- MesirowSenior Consultant2011 — 2013
- MesirowConsultant2009 — 2011
- MorningstarMutual Fund Analyst2007 — 2008
- Ennis Knupp & AssociatesInvestment Analyst2006 — 2007
- Ennis Knupp & AssociatesPerformance Analyst2004 — 2005
Skills & more
Asset AllocationEquitiesAlternative InvestmentsInvestment ManagementValuationInvestmentsFixed IncomePortfolio ManagementAsset ManagementMutual Funds
- Chartered Financial Analyst (CFA) — CFA Institute
From Wenli's professional profile.
Colleagues at Mesirow
Aaron Heltsley
Senior Vice President, Fiduciary Solutions at Mesirow
Adriana Vargas
Director at Mesirow
Adrivit Mukherjee
Director, Head of Quantitative Strategy at Mesirow
Anand Akula
Senior Developer, Fiduciary Solutions at Mesirow
Anderson Bynam
Managing Director at Mesirow
Bill Gumbert
Managing Director at Mesirow
Brian Cornell
Executive Officer at Mesirow
Brian Prater
Managing Director at Mesirow
Frequently asked questions
- Who is Wenli Tan?
- Wenli Tan is a Managing Director in Mesirow Fiduciary Solutions, where she conducts quantitative and qualitative investment research supporting fiduciary partnership, consulting, and institutional due diligence engagements. She has 22 years of industry experience and joined Mesirow in 2009, having previously worked as a mutual fund analyst at Morningstar and an investment analyst at Ennis Knupp & Associates. She holds a bachelor's degree from the University of Rochester and an MBA from the University of Chicago Booth School of Business, and is a CFA charterholder.
- Where does Wenli Tan work?
- Wenli Tan is Managing Director, Fiduciary Solutions at Mesirow.
- Where did Wenli Tan go to school?
- Wenli Tan studied at The University of Chicago Booth School of Business (MBA, Finance, Economics, International Business); University of Rochester (BA, Economics).
Same school
Also attended The University of Chicago Booth School of Business810
Prashant ShahPartner at Monta Vista CapitalNoorPartner at Clear VenturesTinaInvestments & Portfolio Services Team Member at Clear VenturesKatrin GeyskensExecutive Director at Capricorn Venture PartnersBill PescatelloInvestor at LightbankGlebFounder and Managing Partner at iTech Capital
+ 804 more
Also attended University of Rochester121
Michael OdaiCOO & General Counsel at Mosaic VenturesCamila VieiraPartner, Head of Brazil at QED InvestorsBryan CiambellaGeneral Partner at PROOFWilliam SheahanSenior Vice President and Chief Innovation Officer at Flare Capital PartnersArtur BergmanFounder, Fastly at Amplify PartnersNicole VitulloInvestor at Arboretum Ventures
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+ 115 more
Shared employers
Also worked at Mesirow30
Liam McDonaldVice President at Blue Venture FundsMichael MarcusSenior Associate at Level EquityCarlos CovarrubiasVice President at Hyde Park Venture PartnersBilly TakiSenior Associate at ResilienceVCMichael P. EmberPrincipal at McNally CapitalJohn FredeManaging Director at 50 South Capital
+ 24 more
Also worked at Morningstar28
Cole LundquistPrincipal at QED InvestorsCarlos GuzmanResearcher at GSRWilson MaVice President at Endeavour CapitalShane SmithVice President at Endeavour CapitalWei LuoAssistant Managing Director at Vickers Venture PartnersAllison PagniOperating Partner at Expanse
+ 22 more
