Wendy Ehrlich

Wendy is a Senior Vice President of Business Development and Client Services at Easterly Asset Management, where she is responsible for facilitating growth and providing support to Easterly’s client base across institutional, private wealth, and national accounts.

Prior to joining Easterly, Wendy spent over 30 years working at OppenheimerFunds as a Senior Advisor Consultant in the Long Island area, where she was responsible for cultivating relationships with financial advisors and maximizing the region’s sales goals and asset growth potential. Before taking on that role, she helped develop OppenheimerFunds’ Strategic Accounts department during its inception in 1987. She began her career as a Financial Advisor at E.F. Hutton & Co., and then became a Financial Advisor at Gruntal & Co. before moving to OppenheimerFunds.

Wendy received a B.S. in Business Management from the University at Buffalo, as well as an M.B.A. in Finance from New York University. Wendy holds the CRPC® designation, and Series 7 and 63 licenses.