Before founding Ivy, she spent her career as an institutional investor managing billions of dollars for some of New York's largest endowments and foundations. Now she’s bringing her experience and access to build a portfolio available to everyone.

Most recently, Wendy was Managing Director of Investments at the Mother Cabrini Health Foundation, where she was responsible for developing the foundation's investment strategy, sourcing and executing investments across asset classes, and exercising day-to-day management over a $4B portfolio. Prior, Wendy held similar responsibilities at UJA-Federation of New York and began her career at the Investment Office of the Metropolitan Museum of Art.

Institutions like university endowments don't just invest in stocks and bonds. They take advantage of being long-term investors to invest in a wider range of assets, including private equity, private credit, real estate, and hedge funds. Over the last 30 years, these endowment-style portfolios have demonstrated strong returns, but they've been difficult to replicate for most individual investors.

We're on a mission to change that.

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