Wendy has over 27 years of financial services experience. She is a founding partner and oversees compliance and operations at the firm. Prior to joining Champlain, Wendy was a registered principal at Equity Services, Inc., where she managed the home office operations of the broker-dealer. Prior to that, she spent 14 years at Scudder Kemper Investments. In her most recent role at Scudder Kemper, Wendy was vice president of The Regulatory Oversight Group; her group was responsible for all non-routine regulatory interactions, oversight of the Code of Ethics, as well as the compliance audit function. Wendy also held management positions in distributor and advisor compliance and investment operations.
Wendy graduated with a Bachelor of Arts in Political Science from the University of Vermont and earned her MBA from Boston University.