Wenli Tan
InvestorManaging Director, Fiduciary Solutions at Mesirow
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.
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 Prater
Managing Director at Mesirow
Brian Riordan
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.