Rebecca Wei, CFA, CIPM

Rebecca joined Matisse Capital in 2013 and oversees the firm’s performance analytics and reporting. With over 17 years of experience working the industry, she specializes in offering comprehensive investment performance reporting services to the firm’s institutional and private clients. Throughout her career, she has been dedicated to collaborating with consultants to provide and implement customized performance measurement tools that accurately reflect data and contribute to future investment decision-making processes.

Prior to Matisse Capital, she held various positions at Pension Consulting Alliance, Inc., where she provided performance reporting services to many public defined-benefit plans.

Rebecca received a Bachelor of Arts from the University of California, Los Angeles. She is a Chartered Financial Analyst (CFA) and holds the Certificate in Investment Performance Measurement (CIPM). Rebecca is registered as an Investment Advisor Representative in the State of Oregon.