Jennifer Kulp Email & Phone Number

United States

New York City Metropolitan Area

• Responsible for new business development and client service with Institutional Consultants and Private Wealth teams in the Northeast territory• Product expertise includes ETFs, SMAs, CITs, Target Date Solutions and mutual funds• Assist advisors and their clients achieve their long-term goals and objectives by offering them access to diverse portfolio of vehicles and product solutions

New York, New York, United States

• Expanded distribution opportunities with existing Broker Dealer relationships• Worked with European parent to align local goals with parent’s strategic vision, member of due diligence team which evaluated potential corporate partners and acquisitions• Founding member of the Inaugural Women’s Leadership Forum, and co-chair of the Confidence and Belief Task Force for women.• Member of the North America Community Investment team that allocates 1% of gross profits to New York charities

New York City Metropolitan Area

• Helped grow 14- person firm with ~$500 mm in AUM to 140 employees with ~$20 bn in AUM. Earned ownership in 2003. • Responsible for sales and service for HNW individuals, UHNW and Institutional prospects with $5-100mm of investable assets; representing $4 Billion of the firm’s AUM.• Worked closely with National Sales Manager, Regional Directors and National Accounts to identify revenue opportunities for Wealth Advisory business.