Headshot of Wenli Tan

Wenli Tan, CFA

Managing Director | Fiduciary Solutions

Wenli Tan is a Managing Director in Mesirow Fiduciary Solutions. She is responsible for ongoing quantitative and qualitative fund research for fiduciary partnership engagements with retirement plan providers.

Wenli has 16 years of industry experience. Prior to joining Mesirow in 2009, she served 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. Before that, 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.

Wenli earned a Bachelor of Arts from the University of Rochester with honors. She also earned a Master of Business Administration from the University of Chicago Booth School of Business and is a Chartered Financial Analyst® charterholder.