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Jean Heath, CIMA®

Head of Asset Manager Network

Women in Wealth Lunch and Dialogue

Women in Wealth is an educational program series and a community for women practitioners to learn from peers and subject matter experts. Programs are developed by women for women. The theme of the annual Women in Wealth ACE Academy lunch program is Planning, Wealth and Retirement. Join subject matter experts and your peers for an interactive program with thought leaders from four featured firms presenting the following topics with table dialogue:

  • Women, Retirement and Longevity, the Double-Edged Sword
  • Investing Considerations for Women in Wealth
  • Financial Planning for the Independent Woman
  • Wealth Management for High-Net-Worth Women

 

Biography

Jean Heath has 22 years of diverse experience within the managed account and advisory business and has held leadership roles in key account management, consultative sales, strategic marketing, branding and channel development. Currently, she is responsible for the investment products on the Envestnet platform and determines and optimizes the economic model and engagement between Envestnet and its asset manager partners. Her team is responsible for deepening relationships with asset managers across the Envestnet suite of services and ensuring that these managers have the tools, training and knowledge they need to be successful distributors throughout the Envestnet ecosystem. She is the chair of Envestnet’s managed product acceptance committee and advocates industry best practices. She has been an active mentor to young women professionals and also leads the Envestnet Institute On Campus Women in Wealth Management Mentorship program. In 2017, Heath was named one of Profiles in Diversity Journal Women Worth Watching.