![Jen Wing](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Jen Wing
Head-Equity Investments at GeoWealth Management LLC
Profile
Ms. Jennifer L.
Wing is a Senior Vice President & Head of Asset Management at GeoWealth Management LLC.
She is responsible for delivering on the broad range of investment, ensuring the firm's platform offers access, flexibility, and investment expertise.
In this role, she 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, Ms. Wing spent her career at J.P.
Morgan, most recently as the head of US Wealth Management investment content and digital product.
Prior to this, she started and managed the global Sustainable Investment Leadership team in Asset Management.
She started her career by building a multi-manager thematic model portfolio program for high-net-worth clients.
She received a BS in Finance from The Pennsylvania State University and an MBA from the Wharton School of Business.
Jen Wing active positions
Companies | Position | Start |
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GeoWealth Management LLC
![]() GeoWealth Management LLC Investment ManagersFinance GeoWealth Management LLC (GeoWealth) is an independent, SEC-registered investment advisor headquartered in Chicago, Illinois. Founded in 2004, GeoWealth operates a Turnkey Asset Management Platform (TAMP) and provides digital advisory tools that investment advisors rely on for managing their client accounts. | Head-Equity Investments | 2021-09-30 |
Training of Jen Wing
The Pennsylvania State University | Undergraduate Degree |
The Wharton School of the University of Pennsylvania | Masters Business Admin |
Experiences
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1st degree connections
1st degree companies
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Female
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Linked companies
Private companies | 1 |
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GeoWealth Management LLC
![]() GeoWealth Management LLC Investment ManagersFinance GeoWealth Management LLC (GeoWealth) is an independent, SEC-registered investment advisor headquartered in Chicago, Illinois. Founded in 2004, GeoWealth operates a Turnkey Asset Management Platform (TAMP) and provides digital advisory tools that investment advisors rely on for managing their client accounts. | Finance |
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