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, and 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
26 October - 10 November 2021
United StatesIndustry Specific Technology Trends Previsory Webinars What’s a previsory? The word is a portmanteau of “preview” and “advisory”, a view of fin…
Pershing launches new business unit to provide multi-custodial, all-in-one tech and investment platform15 October 2021“The industry is heading in this direction — ‘streamlined,’ end-to-end platforms that offer bundled or modular solutions based on client needs,”…
12 October 2021
Jean Sullivan Joins Celent as Wealth Management Market Team Leader Designation augments firm’s advisory leadership for financial institutions an…