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Wen Shi, PhD, CFA

Managing Director and Global Industry Analyst at Wellington Management



As a member of the Health Care Team, Wen Shi, PhD, CFA conducts fundamental research on public and private global biotechnology companies.

Prior to joining Wellington Management in 2015, Wen worked as a senior research associate on the global biotechnology team at Sanford C. Bernstein (2013 – 2014). Before Bernstein, he was a consultant to biotech and pharmaceutical companies at Campbell Alliance (2011 – 2013), Navigant Consulting (2009 – 2011), and McKinsey & Company (2007 – 2009).

Wen earned his DPhil (PhD) in medical oncology from Oxford University, where he was a Rhodes Scholar (2007), and BS in biology from Johns Hopkins University (2004). Additionally, he holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society Boston.


Professional experience since 2007

Wellington Management

Sanford Bernstein

Campbell Alliance

Navigant Consulting

McKinsey & Company


PhD, Oxford University

BS, Johns Hopkins University


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