Wendy joined Capital Associates in 2016 and is responsible for all accounting and financial reporting, information systems, banking relationships and tax planning and administration.
She has extensive experience in financial services. Wendy was the Treasurer and Director of Human Resources at Morgan Creek Capital Management, LLC for over seven years before joining QMS Capital Management LP as their Finance Director and Head of Human Resources.
Wendy also spent over thirteen years in public accounting starting out with Berkow Schechter & Company in Stamford, Connecticut before joining Blackman & Sloop, CPAs PA in Chapel Hill in 1998. As Tax Manager, her focus was in tax and her client responsibilities included tax planning, consulting and compliance in various industries as well as working with individuals, businesses, and trust and estates.
Wendy sits on the boards of SECU Family House in Chapel Hill as well as the NC CPA Foundation in Raleigh. She serves as the Treasurer for both organizations.
Wendy graduated from Lehigh University with a Bachelor of Science in Accounting. She is a licensed CPA in the State of North Carolina. She also holds the CTP designation.