Jennifer Geoghegan in

Jennifer Geoghegan

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Chief Marketing Officer at Rise Growth Partners
📍 Summit, New Jersey, United States

Jennifer Geoghegan is the Chief Marketing Officer at Rise Growth Partners, where she helps top wealth management firms scale with purpose. Her career has been dedicated to accelerating growth through brand strategy, talent development, and M&A navigation at firms like The Colony Group and Focus Financial Partners. She holds an MBA from NYU Stern.

Jennifer was recognized as a "CMO of the Year" by ThinkAdvisor Luminaries for leading the full-scale rebrand of a multi-billion dollar RIA.

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Experience
27 Years
Current Role
Chief Marketing Officer
Job Level
Leadership
Location
Summit, New Jersey, United States
Personality Overview

How Jennifer shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Jennifer cares about

RIA Growth
Her career is focused on helping wealth management firms scale through organic growth and strategic partnerships, as seen in her roles at Rise, The Colony Group, and Focus Financial.
Building Brands
As a CMO specializing in creating "lighthouse brands, " she has written about the need for RIAs to rebrand and has won awards for her strategic execution in this area.
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Career

Work history

6-2024
Chief Marketing Officer
Rise Growth Partners
2023 - 2024
Chief Operating Officer
Circle Wealth Management, LLC
2015 - 2023
Chief Strategy Officer, Chief Marketing Officer, Chief of Staff, Principal
The Colony Group
2007 - 2015
Head of Marketing & Elite Advisor Coach
Focus Financial Partners
1999 - 2007
Vice President; Director; Senior Manager; Manager
American Express
In the press

Media appearances

Rise Growth Partners Adds Industry Veteran Executives Jennifer Geoghegan and Tony Ling. Featured in Business Wire
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Education
MBA
NYU Stern School of Business
The Columbia Coaching Certification Program
Columbia Business School
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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