Wendy Li

Wendy Li is a Managing Director and Private Client Advisor at Bank of America Private Bank in New York city.  With more than two decades of extensive financial services experience, Wendy advises high-net-worth and ultra-high-net-worth families on strategies to help them grow, preserve and transfer wealth across generations.

Wendy began her career at J.P.Morgan’s Investment Bank, completing its rigorous MBA training program with rotations in Mergers & Acquisitions, Media & Telecom, and Financial Institutions Group.  She later joined the Capital Markets Credit Derivatives Desk as a sales marketer, covering institutional clients including hedge funds, large corporations and insurance companies.  Recognized for her success, she transitioned to J.P. Morgan’s Private Bank to serve founders and principals of leading private equity firms, and was appointed to the Private Bank’s Advisory Council, working alongside the head of the Private Bank to help shape strategic priorities and improve the private bank’s operations.

Before joining Bank of America, Wendy was a senior private banker at City National Bank, an RBC company, where she advised private equity and hedge fund founders, C-suite corporate executives, and multi-generational businesses and real estate owners.  She has built a reputation for structuring creative financing solutions for complex client needs, while leveraging a broad platform of investment management, trust & estate planning, and philanthropic resources. 

Wendy earned a bachelor’s degree in accounting from Hunter College and an MBA in finance and international business from New York University. She was a Certified Public Accountant and a member of the American Institute of CPAs, the New York State Society of CPAs, where she served on the Family Office Committee.  Fluent in Mandarin and Cantonese, Wendy is also active in the Asian Real Estate Association of America.
_{*Wendy Li does not provide tax advice in her current role with the Private Bank.}