Wendy Hershey is currently Principal, Senior Investment Consultant for Mercer, Hammond/Mercer Investment Consulting Inc. where she advises nearly $1.5 billion for endowment, foundation , and pension clients as lead or co-lead consultant, reviewing with Investment Committees markets, investment policy statements, asset allocation, manager selection, and performance. From 2005 to 2009 Wendy served as a Senior Vice President, Senior Portfolio Manager with Compass Bank Wealth Management Group in Houston where she managed equity portfolios and oversaw the management of fixed income portfolios for 80 relationships comprising around $450 million.
In 2001, Wendy earned an MBA in Finance from Graduate School of Management at Vanderbilt University and was a recipient of full merit scholarship. She received her Bachelor of Arts with a concentration in East Asian Studies from Wesleyan University in Middletown, CT and attended Doshisha University in Kyoto, Japan studying Japanese language, religions, sociology and anthropology.
Wendy has also held positions with J.P. Morgan Chase & Co. as Vice President, Investment Strategist/ Relationship Manager – JPMorgan Private Bank, Vice President, Personal Financial Advisor – Chase Investment Services Corporation Vice President, Financial Planning Specialist – Chase Investment Services Corporation, State Street Global Advisors in Boston MA and as a Financial Advisor with American Express Financial Advisors.