In this episode of PRess Play: The StreetCred Podcast, hosts Elena Krasnow and Jimmy Moock talk with Jen Wing, chief investment officer at GeoWealth. She shares her extraordinary journey from growing up in a remote log cabin in Connecticut to driving innovation at the intersection of financial technology and wealth management. 

Jen shares personal insights on her career, the importance of hybrid work for inclusion and her vision for the future of financial services.

She discusses:

• her path from JP Morgan to GeoWealth, including her early challenges and breakthroughs
• her passion for empowering women in financial services
• the significance of private and semi-private alternatives in portfolio strategy
• GeoWealth’s groundbreaking partnerships with BlackRock and Goldman Sachs
• strategies for balancing family, career and giving back
• …and more!

Discover how Jen’s dedication to innovation and inclusion is shaping GeoWealth’s next chapter.

Topics:

• (0:54) Meet Jen Wing
• (2:38) What’s for lunch? (or breakfast)
• (6:21) Growing up in Connecticut
• (7:07) Money does buy happiness…to an extent
• (7:55) Starting at JP Morgan Private Bank in 2008
• (9:11) Building the robo advisor at JP Morgan
• (9:58) The move to GeoWealth
• (10:13) The intersection of technology and finance
• (11:20) Experience growing up in a log cabin and its influence
• (13:20) Penn State vs. West Virginia
• (17:21) The shift from model portfolios to ETFs
• (19:00) Meeting and learning from Jamie Diamond at JP Morgan
• (21:14) GeoWealth’s partnerships with BlackRock and Goldman Sachs Asset Management
• (22:16) What is a turnkey asset management program (TAMP)?
• (25:20) Custom model portfolios at scale
• (28:15) Why alternatives matter in portfolio management
• (29:20) Private companies versus public companies 
• (30:14) Discussion on private equity and semi-private alternatives
• (35:30) GeoWealth’s unique workplace culture, including its trend of hiring former professional athletes
• (37:27) Importance of supporting women in financial services
• (46:52) Moment of gratitude: mentors and female-led RIAs

Connect with StreetCred PR:

• Contact Us
• Website
• LinkedIn: Elena Krasnow
• X (Twitter): Elena Krasnow 
• LinkedIn: Jimmy Moock
• X (Twitter): Jimmy Moock
• LinkedIn: StreetCred PR
• X (Twitter): StreetCred PR

Connect with Jen Wing:

• LinkedIn: Jen Wing
• X (Twitter): Jen Wing

About our Guest: 

Jen Wing is the chief investment officer and head of investment solutions at turnkey asset management platform GeoWealth. She is responsible for delivering on the broad range of investment needs of the firm’s clients, ensuring the platform offers access, flexibility and investment expertise. Since joining GeoWealth, she has also built out the firm’s model marketplace to 800+ models, taking work directly off of advisors’ plates. Jen draws from 15 years of experience at J.P. Morgan in various positions in wealth management– from investment manager due diligence to digital product, strategy, operations and more. She received her MBA from The Wharton School at University of Pennsylvania and received her BS in Finance from The Smeal College of Business at The Pennsylvania State University.