In his capacity as Client Relationship Manager, Wendell brings his warm personality, experience, and insight to enhance each client experience. His successful career in the financial services industry spans over three decades, starting with a role as a specialized commodities broker. He has worked as an analyst and equity trader for a large, socially conscious endowment fund, and more recently served as an analyst and portfolio manager for a targeted growth and equity portfolio.
Wendell spent much of his twenties and early thirties as a professional yacht racer, competing in numerous national and world championship regattas, including the America’s Cup. Wendell lives in Ventura with his wife Elizabeth, and continues to race sailboats at the club level throughout Southern California.