Meet The Team

GeoWealth Strategic Partner

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Jen Wing is the Chief Investment Officer and Head of Investment Solutions at GeoWealth. In this role, she serves as Chair of the Investment Committee and is responsible for delivering on the broad range of investment needs of our clients, ensuring our platform offers access, flexibility, and investment expertise. Jen draws from 15 years’ experience at J.P. Morgan in various positions in wealth management– from investment manager due diligence to digital product, strategy, operations and sales.
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Prior to joining GeoWealth in 2021, Jen spent her career at J.P. Morgan, most recently as the head of US Wealth Management investment content and digital product. Prior to this, Jen started and managed the global Sustainable Investment Leadership team in Asset Management. Jen started her career by building a multi-manager thematic model portfolio program for high-net-worth clients. Jen received a BS in Finance from The Pennsylvania State University and an MBA from the Wharton School of Business. She also holds a Series 65 designation. 
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Meet The Team

GeoWealth Strategic Partner

Picture
Jen Wing is the Chief Investment Officer and Head of Investment Solutions at GeoWealth. In this role, she serves as Chair of the Investment Committee and is responsible for delivering on the broad range of investment needs of our clients, ensuring our platform offers access, flexibility, and investment expertise. Jen draws from 15 years’ experience at J.P. Morgan in various positions in wealth management– from investment manager due diligence to digital product, strategy, operations and sales.
​
Prior to joining GeoWealth in 2021, Jen spent her career at J.P. Morgan, most recently as the head of US Wealth Management investment content and digital product. Prior to this, Jen started and managed the global Sustainable Investment Leadership team in Asset Management. Jen started her career by building a multi-manager thematic model portfolio program for high-net-worth clients. Jen received a BS in Finance from The Pennsylvania State University and an MBA from the Wharton School of Business. She also holds a Series 65 designation.