Chief Investment Officer
Ms. 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.
In this role, 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.
Ms. Wing received her MBA (Masters in Business Administration) from The Wharton School at the University of Pennsylvania. She received her BS in Finance from The Smeal College of Business at The Pennsylvania State University. She also holds a Series 65 designation.