Wendy A. Spinner

As a former electrical engineer, Wendy has developed strong problem-solving, goal-setting expertise, and strategic investment consulting for clients. Wendy utilizes a compassionate approach working with private clients and their families. She has a unique warmth and ability to explore and share with clients, which helps her understand their needs and hopes for the future. That’s how she truly makes a difference—providing advice, direction, collaboration and, of course, problem-solving. In doing so, Wendy focuses primarily on using her planning and analytical skills, her philanthropic advisory expertise and her in-depth work with family dynamics, family governance and the challenges facing successful women. Wendy’s commitment to giving back speaks volumes about her character and life that she chooses to lead. She previously served as the President Emeritus of the UCLA Anderson Alumni Network – a 37,000 member organization, and has served on the Board of Trustees of various organizations such as Curtis School, CHAMPS Charter High School, and the UCLA Anderson Board of Visitors. She also currently chairs the Board of the Fulfillment Fund, is a member of Gold Shield Alumnae and is past chair of the Anderson Fund Development Committee. In addition to providing investment consulting advice to clients, Wendy is able to share valuable practical insights to prospects and clients as she has chaired investment, governance, and development committees for a variety of non-profit organizations. As a testament to her dedication, she has been recognized for several awards within her community. She has been awarded the Los Angeles Business Journal Women’s Council Corporate Citizen Award, the Century City Chamber of Commerce Women’s Business Council’s Women of Achievement Award and the LA County Board of Supervisors and Commission for Women’s Woman of the Year Award.