“After spending 20 years in investment management, I embraced the opportunity to give back. To me, the most important things that allow a community to thrive are high quality healthcare and education. Raising three children in Santa Fe, and coming from a family of healthcare providers, I know that having an elite institution where we can provide the best care for not only our patients but our population in general is paramount. I am honored to be part of the journey.”
Wendy Q. Trevisani built her career as a Managing Director and Partner at Thornburg Investment Management in Santa Fe where she was the Portfolio Manager for the flagship International Value Equity products until her retirement in 2015. During her 16-year tenure, she oversaw $45 billion for Thornburg’s flagship International Value Fund and related strategies. She led the launch of Thornburg’s American Depository Receipt (ADR) and Socially Responsible (SRI) mandates, which collectively accumulated $10 billion in assets. Portfolios under her management consistently ranked in the top quartile of their peer group. Her primary responsibilities included analyzing and investing in companies globally, with a focus on consumer related entities including retail, luxury goods, packaged goods, consumer services, and healthcare. She interacted with C-Suite executives while traveling extensively throughout Europe, Asia, and the Americas to evaluate potential inclusion of publicly traded companies in selective portfolios of investments. Her mandates often acquired substantial stakes in companies. Wendy was also a lead portfolio liaison for institutional client and consultant acquisitions, responsible for new and existing business and quarterly and annual updates. Prior to Thornburg, Wendy worked as an institutional sales representative at Salomon Smith Barney in New York City and London.
Recognized as one of New Mexico’s 40 Under Forty honorees by Albuquerque Business First, Wendy was featured in Smart Money (cover story), Money Magazine, Forbes, Fortune, The Wall Street Journal, Investors Business Daily, Kiplinger’s, and The New York Times. She has made television appearances on CNBC, Bloomberg, CNN Money and Fox Business News.
Wendy graduated cum laude from Bucknell University with a BA in International Relations, and has lived in Brussels, Paris and spent a year in Barcelona with her family. She earned her MBA from Columbia Business School with a concentration in finance. Wendy has been a three-time mentor for Bucknell University’s Global Management 400 class at the Freeman College of Management, advising and educating students on international investing.
Wendy is an avid traveler residing in Santa Fe with her husband and teenage children. Since her retirement, she has turned her focus to her community sitting on numerous boards serving her state including CHRISTUS St. Vincent Hospital, United Way, and New Mexico’s State Board of Finance. She has also served on the advisory board of two private companies, CODAworx and Patrick’s Probiotics. In her spare time, she enjoys hiking, biking, tennis, and skiing.