Wenli Tan Overview

  • Primary Position
  • Managing Directo...

Wenli Tan General Information

Biography

Ms. Wenli Tan serves as Managing Director, Fiduciary Solutions at Mesirow Financial. Previously she was working with a morningstar. She is responsible for ongoing quantitative and qualitative fund research for fiduciary partnership engagements with retirement plan providers. With more than 12 years of industry experience, she joined Mesirow Financial in 2009 after serving as a mutual fund analyst at Morningstar, where she conducted manager evaluations for mutual funds and served as a member of the 529 college savings plan team. Prior to Morningstar, she was an investment analyst at Ennis Knupp & Associates, where she served on consulting assignments for numerous clients and was a member of the firm's fixed-income research group.

Contact Information

Primary Position
Managing Director, Fiduciary Solutions, Mesirow Financial
Education
University of Chicago (Booth), MBA (Master of Business Administration)
University of Rochester, BA (Bachelor of Arts)
Gender
Female
Email
wt
Phone
+1 (312)
Address
  • 353 North Clark Street
  • Chicago, IL 60654
  • United States
+1 (312)

Wenli Tan Positions (1)

Firm name Firm type Title Location Industry Since
Mesirow Financial Service Provider Managing Director, Fiduciary Solutions Chicago, IL Investment Bank

Wenli Tan FAQs

  • Who is Wenli Tan?

    Ms. Wenli Tan serves as Managing Director, Fiduciary Solutions at Mesirow Financial.

  • How much does Wenli Tan typically invest?

    Wenli Tan's median deal size is .

  • What is Wenli Tan’s main position?

    Wenli Tan’s primary position is Managing Director, Fiduciary Solutions.

  • What are the contact details for Wenli Tan?

    Wenli Tan’s email address is wt and his phone number is +1 (312) .

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