Wendy Chen is a senior relationship manager in CIBC Private Wealth’s Newport Beach office, with 20 years of industry experience. In this role, her primary focus is to manage client relationships and implement strategies designed to help clients achieve their financial goals. She also works closely with clients and their advisors to create and implement tailored wealth management solutions and contributes to several of the firm’s employee engagement and women’s initiatives.

Wendy earned a Bachelor of Arts degree in legal studies from the University of California, Berkeley and volunteers with the German Shepherd Rescue of Orange County. Additionally, she sits on the advisory board for the Center of Investment and Wealth Management at the University of California, Irvine’s Paul Merage School of Business.