Jean Sullivan

Head of Research

Jean Sullivan is Head of Research at Ezra Group. From 2002 until joining Ezra Group in 2019, Jean was the founder and principal at Dover Financial Research. Dover focused on research and consulting for financial services and published a series of quarterly research reports for the Money Management Institute, focusing on emerging trends in the managed account industry

Prior to Dover, Jean was a Managing Director at Cerulli Associates and responsible for the firm’s domestic consulting business. Jean co-authored research which focused on the intermediary distribution of investment products, including “The State of the Bank Brokerage Industry” and “The State of the Variable Annuity Marketplace.” Jean has an MBA in Finance from Babson College and a B.A. in English from Colby College.

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Our Team

Jean Sullivan

- Head of Research and Senior Consultant

Jean leads research and competitive analysis at Ezra Group. She has more than 15 years of industry experience and has held senior research roles at firms such as Cerulli Associates, Celent, and Dover Financial Research.

Jean’s work spans managed accounts, models-only and UMA programs, and broader wealth technology trends, and she has authored numerous industry studies, surveys, and white papers that inform Ezra Group’s advisory work.

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