Wendy Li is a Senior Vice President and Private Banker with City National Bank’s Private Banking team at the bank’s New York office. She addresses the financial needs of affluent families and communities in the metropolitan New York area.
Wendy has been in banking for over 20 years, starting with JPMorgan’s Investment Bank as an institutional marketer at the Credit Derivatives Desk, where she covered hedge fund and insurance companies. In 1990, she joined the Private Bank and was responsible for providing investment advisory, banking, credit and estate planning services to high-net-worth individuals and their families. Wendy was a member of the JPMorgan Private Bank’s Advisory Council from 2005-2008.
Wendy holds a bachelor’s degree in accounting from Hunter College and an MBA in finance and international business from New York University. She is a CPA and a member of the American Institute of CPAs and the NY state society of CPAs. She also holds broker/dealer licenses in Series 7 and 63. She is fluent in Chinese.