Wen is a Managing Director, Wealth Advisor at Cresset. She works with clients to help protect and grow their legacy in order to have a bigger impact on what is most important to them. Wen was named to the 2023 Barron’s Top 100 Independent Advisors, 2023 Barron’s Top Women Financial Advisors and 2024 Forbes Top Women Wealth Advisors Best-In-State lists.
Prior to Cresset, Wen worked as a Wealth Advisor for Berman Capital Advisors, and before that was with AQR Capital Management, where she was a Client Strategies and Portfolio Solutions Analyst. Wen started out her career 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. She also holds an MBA from The Wharton School, University of Pennsylvania. She obtained the CERTIFIED FINANCIAL PLANNER™ designation in 2019.
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.