Jean Sullivan Joins Celent as Wealth Management Market Team Leader
Designation augments firm’s advisory leadership for financial institutions and solution providers
Boston, MA – October 12, 2021 – Celent, a leading research and advisory firm focused on technology for financial institutions globally, is pleased to announce that Jean Sullivan has joined as the Wealth Management Market Team Leader.
“I’m delighted that Jean Sullivan is spearheading Celent’s wealth management research,” said Daniel W. Latimore, CFA, Chief Research Officer at Celent. “Jean’s deep knowledge of strategic technology solutions and her skill in identifying untapped market opportunities within the wealth management space are perfect complements to the work of Celent’s dynamic team of analysts.”
Jean Sullivan is a consultant and researcher with more than 20 years of experience providing strategy and technology solutions to leading investment managers, broker dealers, turnkey asset management platforms (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.
At Celent, Jean’s research will focus on key areas such as client engagement, the delivery of personalized financial solutions, streamlining advisor workflows, and employing emerging technologies. A major objective will be to provide wealth management players with insights on how to best leverage technology to unlock opportunities across the industry.
Jean comes to Celent from financial technology consulting firm Ezra Group, where she was head of research. Jean also owned and managed Dover Financial Research, a boutique consulting firm, where her work focused on identifying and quantifying emerging trends within the financial advisor marketplace. She was previously with Cerulli Associates, serving as managing director. She holds an MBA from Babson College.
Celent is a research and advisory firm dedicated to helping financial institutions formulate comprehensive business and technology strategies. Celent publishes reports identifying trends and best practices in financial services technology and conducts consulting engagements for financial institutions looking to use technology to enhance existing business processes or launch new business strategies. With a team of internationally experienced analysts, Celent is uniquely positioned to offer strategic advice and market insights on a global basis. Celent is a division of the Oliver Wyman Group, which is a wholly-owned subsidiary of Marsh McLennan. [NYSE: MMC].For more information, visit www.celent.com. Follow Celent on Twitter @Celent_Research.