Ms. Chao, Consultant, provides investment consulting services to a variety of clients, including corporate defined benefit and defined contribution plans, foundations, public funds and Taft-Hartley funds. Prior to joining Wurts & Associates in 2009, Ms. Chao was the Investment Officer at the Orange County Employees Retirement System, a $6.5 billion public pension plan, where she had the opportunity to administer both the private and public markets portfolios during her five-year tenure. She started her career at William M. Mercer Investment Consulting, Inc. in Chicago as an Analyst and worked as an Investment Consultant with The Northern Trust Company prior to moving to Southern California. Ms. Chao’s 14 years of experience in various aspects of institutional portfolio management provides a well rounded perspective in understanding our clients’ needs.
Ms. Chao graduated from Loyola University Chicago with a Bachelor of Business Administration and received a Master in Business Administration (MBA) from DePaul University. She holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the CFA Society of Los Angeles.