Verified recordFinancial Services

Wendy Ehrlich

Senior Vice President Business Development at Easterly Asset Management

Based in Delray Beach, United States

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Seniority

Vp

Department

General Business & Management

Location

Delray Beach

Industry

Financial Services

Company size

42

Contact information

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Email

1 credit

w•••••••@easterlyam.com

Phone

5 credits

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Background

About Wendy Ehrlich

Retirement just wasn't for me!I'm so excited to be reuniting with my OppenheimerFunds' sales partner, Todd, and the former Rochester Municipal Bond Funds' Portfolio managers @Easterly Asset Mangement. After spending 35 years at OppenheimerFunds, promoting mutual funds, ETF's, SMA's, and private credit in the Metro NY area, I'll now apply my skills to educating advisors on how Easterly Asset Management and its strategic partners can help enhance client portfolios. I loved the fact that Easterly is not trying to be "everything to everyone." They offer curated solutions that complement existing portfolios- not compete with them! Easterly's motto is "WE MAKE PORTFOLIOS BETTER"That's exactly why I joined them. You'll be hearing from me (or Todd) in the near future!

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