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Lisa Roets Wendt

Former Professional at WR Hambrecht + Co. LLC
Overview
Relationships
Paths
Family Members
Education
Career History
Boards & Committees
Non-Profit Donations & Grants
Political Donations

Lisa Roets Wendt

Former Professional at WR Hambrecht + Co. LLC

Overview

Board Seats
1
Number of Relationships
This person is connected to 35 people.

Relationships See Details


President at Schools of The Sacred Heart - San Francisco

Senior Vice President at Capital Research & Management Co.

Senior Vice President & Deputy General Counsel at Charles Schwab & Co., Inc.

Vice President, Services & Industry Markets at Business Objects, Inc.

Former Professional at California Workforce Investment Board

Principal, Lower & Middle Schools at Sacred Heart Schools Atherton

Member, Board of Trustees at Schools of The Sacred Heart - San Francisco

Member, Board of Trustees at Schools of The Sacred Heart - San Francisco

Former Coordinator, Campus Ministry at Schools of The Sacred Heart - San Francisco

Member, Board of Trustees at Schools of The Sacred Heart - San Francisco
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Family Members

Spouse

Senior Vice President at Capital Research & Management Co.
Capital Research & Management invests globally in equities and fixed-income securities. The firm also offers balanced investment strategies that are customized to meet each client's unique investment objectives and financial needs. The firm uses a multiple portfolio counselor system. Assets of each fund are divided into smaller, more manageable portions. Each portion is managed by a portfolio manager who operates autonomously, investing his or her portion as though it were an entire fund, subject to fund objectives and overall guidelines. Research analysts typically manage a segment as well (about 20% of the fund's assets). Investment decisions are based on internal research. Capital Research & Management's equity investment strategies are based on a comprehensive, bottom-up approach. In addition, the firm constantly monitors broader economic, political, currency and interest rate trends. Their fixed-income investment strategy takes a more top-down view of the factors impacting the markets. Core fixed-income portfolios are constructed based on duration, sector allocation and security selection.

Educational Background

AB 
Boston University (most commonly referred to as BU) is a private research university located in Boston, Massachusetts. The university is nonsectarian, but is historically affiliated with the United Methodist Church. The university has more than 4,000 faculty members and 29,000 students,and is one of Boston's largest employers. It offers bachelor's degrees, master's degrees, and doctoral degrees, and medical and dental degrees through 18 schools and colleges on two urban campuses. The main campus is situated along the Charles River in Boston's Fenway-Kenmore and Allston neighborhoods, while the Boston University Medical Campus is in Boston's South End neighborhood. BU also operates 75 study abroad programs in over 33 cities in over 20 countries and has internship opportunities in 10 different countries (including the United States and abroad).

Career History

Professional
Prior
Founded in 1998 by William R. Hambrecht, WR Hambrecht + Co. LLC is a registered broker/dealer headquartered in San Francisco, California. The firm offers a full array of investment services. They provide research that focuses on the (1) Asia-Pacific, biotechnology, business applications and services sectors (2) the China Internet and technology sector (3) consumer (4) enterprise software and Internet (5) gaming technology (6) Internet (7) medical technology (8) nanotechnology (9) networking and data infrastructure (10) semiconductors and devices and (11) specialty pharmaceuticals.

Boards & Committees

Non-Profit Boards ▾
Vice Chair, Board of Trustees
Current
Founded in 1887 as an independent, Catholic school, Schools of the Sacred Heart San Francisco carry on the educational mission of the Religious of the Sacred Heart. The schools are fully accredited by the Western Association of Schools and Colleges, the California Association of Independent Schools and the Network of Sacred Heart Schools and receive no financial support from either the Roman Catholic Church or the Society of the Sacred Heart.

Non-Profit Donations & Grants

Learn how non-profit organizations benefit from RelSci
$25 - $99
2011
TO ADVANCE THE INDEPENDENCE, PRODUCTIVITY AND FULL CITIZENSHIP OF PEOPLE WITH CEREBRAL PALSY AND OTHER DISABILITIES.
$25 - $99
2009
TO ADVANCE THE INDEPENDENCE, PRODUCTIVITY AND FULL CITIZENSHIP OF PEOPLE WITH CEREBRAL PALSY AND OTHER DISABILITIES.

Political Donations

$2,500
2014
Co-Founder at American Crossroads
$2,600
2013
Majority Whip at Office of the Senate Majority Whip, John Cornyn
$2,500
2013
Representative from South Carolina's 1st Congressional District
$20K
2012
$5,000
2012
Senator from South Carolina
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Other Affiliations

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