Wendy Matheny, CIMA®, CPWA®, AIF®, MBA

IMS Regional Director

Wendy Matheny is a regional director for the Investment Management Solutions (IMS) platform at 1st Global, where she works with affiliated advisors to develop leading wealth management firms through adoption and leverage of 1st Global’s advisory platform. She joined the company in 2010 and is dedicated to helping advisors spend more time with their clients and serve them better.

Wendy has been in the financial services industry since 2005. Prior to working at 1st Global, she was the head of marketing for H.I.G. Capital, a leading global private equity and alternative assets investment firm, and a regional field marketing manager for Charles Schwab Investor Services. As a marketer, she also worked across product, brand and communication roles for software companies in many business-to-business and business-to-consumer markets. In her current role, she enjoys being able to contribute to the 1st Global advisory platform, helping affiliated advisors adopt IMS, and helping them grow and scale their businesses.

Wendy received her Bachelor of Arts degree from Mount Holyoke College and her Master of Business Administration degree from the University of Massachusetts. She enjoys being part of a collaborative approach to working with firms that are committed to serving their clients. She has passed her FINRA Series 7 and 66 exams and is a Certified Investment Management Analyst® designee and a Certified Private Wealth Advisor® professional. She has her Accredited Investment Fiduciary (AIF®) designation and is also a member of the Investment Management Consulting Association (IMCA).