In Episode 21 of PRess Play: The StreetCred Podcast, hosts Elena Krasnow and Jimmy Moock talk with Jen Wing, Chief Investment Officer at GeoWealth. She shares her extraordinary journey from growing up in a remote log cabin in Connecticut to driving innovation at the intersection of financial technology and wealth management.
Jen shares personal insights on her career, the importance of hybrid work for inclusion and her vision for the future of financial services.
She discusses:
Discover how Jen’s dedication to innovation and inclusion is shaping GeoWealth’s next chapter. The show can be listened to directly from the StreetCred website, or you can listen and subscribe to this podcast on
(0:54) Meet Jen Wing
(2:38) What’s for lunch? (or breakfast)
(7:55) Starting at J.P. Morgan Private Bank in 2008
(9:11) Building the robo-advisor at J.P. Morgan
(9:58) The move to GeoWealth
(10:13) The intersection of technology and finance
(17:21) The shift from model portfolios to ETFs
(19:00) Meeting and learning from Jamie Diamond at J.P. Morgan
(21:14) GeoWealth’s partnerships with BlackRock and Goldman Sachs Asset Management
(22:16) What is a turnkey asset management program (TAMP)?
(25:20) Custom model portfolios at scale
(28:15) Why alternatives matter in portfolio management
(30:14) Discussion on private equity and semi-private alternatives
(33:05) “I’ve never been so excited for something in my career”
(35:30) GeoWealth's unique workplace culture, including its trend of hiring former professional athletes
(37:27) Importance of supporting women in financial services
(44:25) Time for our Play segment!
(46:52) Moment of gratitude: mentors and female-led RIAs
Jen Wing is the Chief Investment Officer and Head of Investment Solutions at Turnkey Asset Management Platform (TAMP) GeoWealth. She is responsible for delivering on the broad range of investment needs of the firm’s clients, ensuring the platform offers access, flexibility and investment expertise. Since joining GeoWealth, she has also built out the firm’s model marketplace to 800+ models, taking work directly off of advisors’ plates. Jen draws from 15 years of experience at J.P. Morgan in various positions in wealth management– from investment manager due diligence to digital product, strategy, operations and more. She received her MBA from The Wharton School at University of Pennsylvania and received her BS in Finance from The Smeal College of Business at The Pennsylvania State University.
The information provided in this podcast is intended for general information and educational purposes only. We do not guarantee the accuracy of the information presented and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice or a solicitation. Investments are not guaranteed and are subject to investment risk, including possible loss of the principal amount invested. GeoWealth has not been compensated for this podcast. This is not an endorsement or testimonial of any product or service.