Wealth Advisor
Wenny became a part of the Sigma team in 2012, bringing with her over ten years of diversified work experience. During her time in Shanghai, China, she offered instructions to executives from Fortune 500 companies, educating them on the Chinese language, cultural customs, and business strategies. After immigrating to the U.S., Wenny joined Fidelity Investments in 2007. There, she held the position of a relationship officer, handling client accounts, and providing investment-related support to a team of five investment advisors. Wenny obtained her Bachelor of Arts degree from East China Normal University in Shanghai, China. She also holds a Master of Arts degree from Macquarie University in Sydney, Australia. At Sigma, Wenny’s responsibilities extend to serving as a relationship officer and wealth advisor on client accounts. Additionally, she is a valued member of Sigma’s Investment Committee. In 2011, Wenny earned the Chartered Financial Analyst (CFA®) designation, and she remains an active member of the CFA Institute. In 2017, she further added to her credentials by earning the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification.