Wenli Tan
Senior Consultant
Investment Strategies

Chicago, IL
+1 312.595.7287

Areas of Focus: Mutual Fund Research and Selection

Profile:
  • Has 7 years of experience in the financial services industry
  • Serves on fiduciary partnership engagements with retirement plan providers
  • Provides extensive quantitative and qualitative fund research that serves as a resource for the firm's investment advisors as they develop asset allocation models and client portfolios
  • Prior to joining Mesirow Financial, served as a mutual fund analyst at Morningstar, conducting fund manager evaluations and serving as a member of the 529 college savings plan team. Previous to that, served as an investment analyst at Ennis Knupp & Associates
  • Chartered Financial Analyst (CFA®) Charterholder
Education:
  • B.A. in economics, University of Rochester, with honors
  • M.B.A., University of Chicago Booth School of Business, anticipated 2012