Trish Halper CFA

About this Speaker

Trish joined Wespath in September 2020. As Deputy CIO, she provides management and oversight to Wespath’s impact investment program, including the Impact Investments team and the Positive Social Purpose Lending Program. Trish also provides strategic advice and reporting to the CIO and investment team regarding the execution of Wespath’s sustainable investment program, overall investment strategy, economic and market trends, and efforts to grow the institutional investment services business. Before joining Wespath, Trish worked for over 20 years in various investment-focused roles at Chicago Equity Partners, most recently serving as partner and chief investment officer. She received a bachelor’s degree in Mathematics from Loyola University Chicago and a master’s degree in Financial Mathematics from the University of Chicago. Trish is a CFA® charterholder and a former board director of the CFA Society of Chicago.