Jean Sullivan
Biography
For over 20 years, Jean has been a consultant and researcher providing strategy and technology solutions to leading investment managers, broker dealers, TAMPs and AdvisorTech vendors. Her areas of expertise include financial wellness, investment product distribution, financial planning, advice delivery, managed accounts, end-to-end portfolio construction and the underlying technologies that enable these areas.
Prior to joining Celent, Jean was Head of Research at Ezra Group, a financial technology consulting firm, where she helped clients identify and exploit untapped market opportunities, develop go-to-market strategies, evaluate competitive software products and create cutting-edge product roadmaps. Jean also owned and managed Dover Financial Research, a Boston-based boutique consulting firm best known for its work with the Money Management Institute. During this time, she produced a series of research publications which focused on identifying and quantifying emerging trends within the financial advisor marketplace. Jean began her career as Managing Director with Cerulli Associates in Boston.
Jean holds an MBA from Babson College and a BA in English from Colby College
Latest insights
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25 April 2024
This report represents the second in the 2-part series “The New Wealth Management Paradigm – From Apps to Agents.” The wealth management industr… -
25 April 2024
The wealth management industry is on the cusp of transformation – a new paradigm is emerging - driven by advancements in technology. Over the ne… -
21 March 2024
Our wealth management team is delighted to announce the winners of this year’s Model Wealth Manager Awards program! The submissions pool was com… -
21 March 2024
Morgan Stanley is the first major global wealth management firm to incorporate fractional share allocation as an integral component of its UMA a…
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