Wendy Walker, CFA in

Wendy Walker, CFA

Enigma · DISC type cdi
Managing Director and an Outsourced Chief Investment Officer at Cambridge Associates
📍 Berkeley, California, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
29 Years
Current Role
Managing Director and an Outsourced Chief Investment Officer
Job Level
Leadership
Location
Berkeley, California, United States
Personality Overview

How Wendy shows up

Challenger
Hard To Convince
Fast Follower

They can sound friendly and charming but can quickly change gears to become inquisitive and probing They are likely to ask many questions and look heavily for supporting proof as well as information. They are generally strong communicators and are not easy to convince.

Priorities

Topics Wendy cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

8-2011
Managing Director and an Outsourced Chief Investment Officer
Cambridge Associates
4-2010 - 6-2011
MBA Intern - Investments Team
Imprint Capital Advisors
6-2010 - 8-2010
Summer Research Analyst
Parnassus Investments
7-2006 - 6-2009
Equity Analyst
Argus Research
7-2007 - 5-2009
Vice Chair of Sustainable Investing Committee
New York Society of Security Analysts
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2009 - 2011
MBA
University of California, Berkeley, Haas School of Business
1989 - 1993
Bachelor of Arts
Yale University
1992 - 1992
semester abroad
Universidad Complutense de Madrid
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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