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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30 March 2023
Celent is pleased to award Societe Generale with the Celent Model Wealth Manager 2023 Award for Financial Wellness. Stress and anxiety regarding… -
29 March 2023
Celent is pleased to award Bernstein Private Wealth Management ("Bernstein”) with the 2023 Celent Model Wealth Manager Award for Essential and E… -
3 March 2023
It is well known that advisors spend an inordinate amount of time on non-revenue producing and non-client facing activities. These include admin… -
24 February 2023
Our upcoming report Advisor Productivity: What’s Technology Got To Do, Got To Do With It? reveals that financial advisors spend an inordinate am…
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Jean Sullivan Joins Celent as Wealth Management Market Team Leader Designation augments firm’s advisory leadership for financial institutions an…