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Wenli Tan

Investor

Managing Director, Fiduciary Solutions at Mesirow · SVP, Valuation & Portfolio Data at CapitalSpring

Chicago, Illinois, United States

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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

  1. MesirowManaging Directorcurrent2021 — presentChicago, Illinois, United States
  2. MesirowSenior Vice President2019 — 2021Greater Chicago Area
  3. MesirowVice President2013 — 2019
  4. MesirowSenior Consultant2011 — 2013
  5. MesirowConsultant2009 — 2011
  6. MorningstarMutual Fund Analyst2007 — 2008
  7. Ennis Knupp & AssociatesInvestment Analyst2006 — 2007
  8. 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 and SVP, Valuation & Portfolio Data at CapitalSpring.
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

Shared employers