Jen Wing

SVP, Head of Asset Management at GeoWealth

Jen is responsible for delivering on the broad range of investment needs of their clients, ensuring their 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, 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.

Location

New York, United States

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GeoWealth

GeoWealth is a financial technology and turnkey asset management platform (TAMP) for investment advisors & institutional investors. GeoWealth maximize bottom line & efficiency.


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51-200

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