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, 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
Latest insights
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29 June 2022
Recorded March 15th 2022 Join us as we announce Celent Model Wealth Manager 2022 winners for innovative product/platforms and customer experienc… -
16 May 2022
The acquisition of Redtail by Orion positions Orion as one of the most comprehensive all-in-one platform providers serving both RIAs and enterpr… -
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The wealth business operating model relies on optimizing a balancing act between competing forces, regardless of target market segments. Wealth… -
14 March 2022
We celebrate Bank of America and Merrill, Ethic, PAYTM and BBVA Switzerland on being Celent's Model Wealth Manager 2022 award winners! Links to…
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