SVP, Head of Asset Management
As Head of Asset Management, Jen is responsible for delivering on the broad range of investment needs of our clients, ensuring our platform offers access, flexibility, and investment expertise. In this role, Jen draws from over a decade of experience in various positions across asset management– from investment manager due diligence to digital product, strategy, operations, and marketing.
Prior to joining GeoWealth in 2021, Jen spent her career at J.P. Morgan, most recently as the head of US Wealth Management investment content and digital product. Prior to this, Jen started and managed the global Sustainable Investment Leadership team in Asset Management. Jen started her career by building a multi-manager thematic model portfolio program for high-net-worth clients.
Jen received a BS in Finance from The Pennsylvania State University and an MBA from the Wharton School of Business. She is based in Greenwich, Connecticut with her husband, daughter, and Berna-doodle.