Wendy Bastis

Wendy Catherine Bastis is a CFA charterholder who has spent her career in investment management on the wealth-management side of finance rather than in venture capital. She holds a Business degree from California Polytechnic State University–San Luis Obispo (Cal Poly SLO) and is a registered investment adviser representative on file with the SEC's Investment Adviser Public Disclosure system (individual CRD/IAPD #2777376).

For much of her career she served as a Senior Investment Strategist at The Portola Group, Inc., a private wealth management firm and SEC-registered investment adviser based in Menlo Park, California (3000 Sand Hill Road area), founded and led by Robert "Bob" Crane Fitzwilson. In that capacity she worked on portfolio construction and investment strategy for the firm's private clients. She is also listed on the team of WealthKit, Inc., a financial-technology (SaaS) venture founded by the same Bob Fitzwilson that aims to digitize wealth- and debt-management tools for a broader, underserved market — where she again appears as "CFA Senior Investment Strategist."

More recent records (ZoomInfo/LinkedIn) place her at Magnolia Group CPAs in Los Altos, California, in a Forensic Accountant / Litigation Manager role, applying her investment and analytical background to forensic accounting and litigation-support work. The "[hidden]" address used as the stub contact ties her to The Portola Group, where the email convention (e.g., [hidden] for another team member) matches the firm's domain.

• Operates in traditional private wealth / investment management, not startup or angel investing — her work centers on portfolio strategy and asset management for individuals and families, consistent with The Portola Group's RIA mandate.
• As a CFA charterholder, her orientation is toward disciplined, research-driven public-markets investing and long-term wealth preservation rather than early-stage venture bets.
• Associated with WealthKit's mission of "digitizing state-of-the-art techniques for the management of wealth and debt, and making those tools available to the 99.9% that is currently underserved" — reflecting an interest in democratizing sophisticated financial tools.
• *No publicly stated angel/seed investment thesis, check size, or target-company profile could be verified.* These fields from the stub appear to be mislabeled and are intentionally left unfilled rather than fabricated.