Jennifer Geoghegan, MBA

Chief Strategy Officer

New York, NY
Focus Areas

Industry Leader

Company Strategy
M&A
Growth & Innovation

Community

Delbarton School, Kent Place School; Beacon Hill Club (prior volunteer)

As the Chief Strategy Officer and a Principal at The Colony Group, Jennifer Geoghegan focuses on key strategic initiatives, from the development and implementation of The Colony Group’s strategic plan and vision to organizational structure and future innovative services. She also engages with talented advisors and teams who may desire to join Colony, imagining how coming together may help clients and employees achieve the meaning and joy they are seeking in their lives. Previously, Jennifer served as the Chief Marketing Officer and Advisor Coach of The Colony Group, helping to educate clients and connect them with Advisors who, she believes, are some of the most talented in the industry.

She is a co-author of the book, Personal Financial Planning for Executives and Entrepreneurs: The Path to Financial Peace of Mind, and is a practice management expert, contributing to articles and speaking at industry events.

Prior to joining The Colony Group, Jennifer was the Vice President of Marketing and Advisor Coach at Focus Financial Partners, a nationally recognized partnership of independent wealth management firms which Colony joined in 2011. Prior to that, Jennifer was VP, Card Acquisitions at American Express. During her tenure there, she also worked on new product development, customer loyalty and retention, and interactive marketing, giving her experience across the full affluent consumer lifecycle.

Jennifer holds a Master of Business Administration in Marketing and International Business from the New York University Stern School of Business and a Bachelor of Arts in Foreign Affairs from the University of Virginia. She also received an executive coaching certification from Columbia University.

Jennifer volunteers in her local community and is currently supporting The Delbarton School, Kent Place School, and Beacon Hill Club. In her free time, she enjoys exercising, cooking, and the time she and her husband spend at sporting events watching their son and daughter play ice hockey and lacrosse.

Published Insights

How to Thrive While Working at Home

As we all get used to our new normal of social distancing, I’m already feeling nostalgic for the simple, daily routines that I know many of you, like me, take for granted. What do you find yourself missing in your daily routine? Some things I miss: Stumbling out of...

Time for a Rapid Transition

Keys To a Successful Rapid Transition A recent Cerulli report finds that about 37% of today’s advisors are expected to retire over the next decade, and almost 25% of advisors who plan to retire in the next 10 years do not have a succession plan. What does that mean for the...

Are Some Advisors Selectively Applying the Fiduciary Standard?

As seen in Advisors Perspectives The heated nature of the rhetoric surrounding the fiduciary standard has reached a new high, focusing on whether investment advisors should offer certain investment products and how they should be compensated. We contend that firms must also consider whether their succession plans and service...