How Wen Can Help You

Wen helps clients protect and grow their legacy in order to have a bigger impact on what is most important to them. She is a problem solver who strives to be her clients’ first call on all issues that matter to them.

What Makes Wen Knowledgeable

Wen is a Market Managing Director & Wealth Advisor who joined Berman | Cresset in 2014 from AQR Capital Management. At AQR, Wen worked as a Client Strategies and Portfolio Solutions Analyst, creating custom portfolio analysis for Private Wealth Advisors and Registered Investment Advisors. Wen’s prior experience includes two years in the Private Wealth Management division at Morgan Stanley Smith Barney, where she specialized in risk and discretionary account management for the firm’s ultra-high-net-worth clients. Wen graduated from MIT with Bachelor of Science degrees in Economics and Management Science and also holds an MBA from The Wharton School, University of Pennsylvania. She obtained the CERTIFIED FINANCIAL PLANNER™ designation in 2019.

Getting to Know Wen

Wen and her husband live in Atlanta with their son. She is involved in the Atlanta Regional Commission Global Advisory Panel, MIT Alumni Association, and the Wharton Club of Atlanta. Wen is a member of the LEAD Atlanta Class of 2016 and also interviews for LEAD Atlanta.