Investment Principal - Lending & Research
Wendy is a facility financing specialist with deep credit expertise. At EFF she conducts bond market research, builds and leads our internal underwriting process, and works closely with our Chief Credit Officer on greenlighting transactions and due diligence efforts. For the past decade, Wendy has focused on the evolving charter school sector, where she has been a thought leader in improving credit standards for the burgeoning market.
She has authored or co-authored several comprehensive publications on the sector, including the LISC Charter School Bond Issuance: A Complete History Volumes I, II, and III along with numerous articles on the ever-changing charter school facility finance landscape.
Wendy has consulted with the Bill and Melinda Gates Foundation, the New York State Housing Finance Agency, the Local Support Initiatives Corporation, the State University of New York Charter Schools Institute, and the Arizona State Board of Education. She was also a senior credit analyst at Moody’s Investors Service.
Wendy received a BA and MPA from the Rockefeller College of Public Administration at the University of Albany. During her career, Wendy has held Series 7, Series 53, and Series 63 licenses.