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Wendy Pan, CFA, currently serves as the Director of Private Investments at Greycourt & Co., Inc. since May 2023. Previously, Wendy held the position of Senior Vice President at Jefferies from May 2020 to May 2023, focusing on investment manager research and portfolio construction with an emphasis on private equity and real assets. Prior roles include Director of Private Investments Research at Segal Marco Advisors, Vice President at Bank of America Merrill Lynch's Investment Manager Research department, and positions at Deloitte and other organizations, where Wendy specialized in financial analysis and research. Wendy holds an MBA in Investment Management from Yale School of Management and a B.Comm in Commerce and Economics from the University of Toronto's Rotman School of Management.