Jean Heath, CIMA®

Jean Heath, CIMA®

Jean has more than 25 years of diverse experiences within the managed account and advisory sales business and has held leadership roles in key account management, consultative sales, strategic marketing, branding, and channel development. She is a member of the firm’s Sales and Marketing Team, leading sales efforts for Clearstead’s Advisor Solutions offering within their newest division, Clearstead Advisory Solutions.

Prior to joining Clearstead, Jean worked at Envestnet and was responsible for determining and optimizing the economic model and engagement between Envestnet and its asset manager partners. She led the team responsible for deepening relationships with asset managers across the Envestnet suite of services. In her previous role at Envestnet, Jean was responsible for the team of Enterprise Consultants that led the delivery of strategic consulting, business development, and support services to Envestnet’s Broker Dealer, Bank and RIA clients. Prior to joining Envestnet, Jean spent 20 years at Brinker Capital helping to build out the distribution network for Brinker’s investment products. She earned her Bachelor of Arts from New Jersey City University and is currently enrolled in New York University’s Master of Sciences program in Organizational Consulting and Executive Coaching. She also holds the Certified Investment Management Analyst designation. Jean is an active mentor to women professionals and was awarded the 2022 ThinkAdvisor Luminary Award for Community Impact