Profile
Wendy Jo is currently an Associate at Permira Advisers LLC.
Prior to this, she worked as an Analyst at Merrill Lynch, Pierce, Fenner & Smith, Inc. from 2019 to 2020.
She also has experience as a Financial Analyst at Hyundai Capital America, Inc. in 2015, an Investment Management Intern at L.
J.
Altfest & Co., Inc. in 2017, and an Investment Banking Analyst Intern at The Carlton Group Ltd.
(New York) from 2017 to 2018.
In addition, she interned as a Private Equity Intern at NB Group Investors LLC in 2019.
Ms. Jo completed her undergraduate degree from The Trustees of Columbia University in The City of New York in 2019.
Wendy Jo active positions
| Companies | Position | Start |
|---|---|---|
Permira Advisers LLC
 Permira Advisers LLC Investment ManagersFinance Founded in 2002, Permira Advisers LLC is a private equity firm located in New York City with an additional office in Menlo Park, California. The firm is a subsidiary of Permira Advisers LLP, formerly known as Schroder Ventures, a London, England-based private equity firm that was founded in 1985 | Private Equity Analyst | 31/07/2020 |
Former positions of Wendy Jo
| Companies | Position | End |
|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Corporate Officer/Principal | 31/07/2020 |
| NB Group Investors LLC | Corporate Officer/Principal | 30/04/2019 |
The Carlton Group Ltd. (New York)
 The Carlton Group Ltd. (New York) Finance/Rental/LeasingFinance The Carlton Group Ltd. is an international real estate banking firm that is based in New York, NY. The private company has completed over $140 billion in real estate transactions since 1991. | Corporate Officer/Principal | 31/12/2017 |
L. J. Altfest & Co., Inc.
 L. J. Altfest & Co., Inc. Investment ManagersFinance L. J. Altfest & Co., Inc., do-business-as Altfest Personal Wealth Management (Altfest), is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Lewis J. Altfest in 1983 and is owned by Altfest 2012 Family Trust. Altfest provides investment management services to individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, corporations, private funds, and other business entities. | Corporate Officer/Principal | 31/03/2017 |
Hyundai Capital America, Inc.
 Hyundai Capital America, Inc. Finance/Rental/LeasingFinance Hyundai Capital America, Inc. provides auto lending solutions and financial products. The firm offers financial services and solutions. The company was founded by Patricia Ann Carter Bible in 1989 and is headquartered in lrvine, CA. | Corporate Officer/Principal | 31/08/2015 |
Training of Wendy Jo
| The Trustees of Columbia University in The City of New York | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
Hyundai Capital America, Inc.
Hyundai Capital America, Inc. Finance/Rental/LeasingFinance Hyundai Capital America, Inc. provides auto lending solutions and financial products. The firm offers financial services and solutions. The company was founded by Patricia Ann Carter Bible in 1989 and is headquartered in lrvine, CA. | Finance |
Permira Advisers LLC
Permira Advisers LLC Investment ManagersFinance Founded in 2002, Permira Advisers LLC is a private equity firm located in New York City with an additional office in Menlo Park, California. The firm is a subsidiary of Permira Advisers LLP, formerly known as Schroder Ventures, a London, England-based private equity firm that was founded in 1985 | Finance |
L. J. Altfest & Co., Inc.
L. J. Altfest & Co., Inc. Investment ManagersFinance L. J. Altfest & Co., Inc., do-business-as Altfest Personal Wealth Management (Altfest), is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Lewis J. Altfest in 1983 and is owned by Altfest 2012 Family Trust. Altfest provides investment management services to individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, corporations, private funds, and other business entities. | Finance |
The Carlton Group Ltd. (New York)
The Carlton Group Ltd. (New York) Finance/Rental/LeasingFinance The Carlton Group Ltd. is an international real estate banking firm that is based in New York, NY. The private company has completed over $140 billion in real estate transactions since 1991. | Finance |
| NB Group Investors LLC | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Finance |
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