Jennifer N. Coombs, CRPC®

Founder & Chief Analyst

 

Jennifer Coombs has over a decade in the investment world, with a variety of titles and investing functions from trading to model building. GradMoney was created from a desire to change the way individuals view the stock market and a desire to save the general public thousands of dollars over the course of their lives by researching and investing in stocks for themselves - avoiding expensive brokers and management fees.

 

She is often sought as an engaging and energetic speaker for a variety of audiences. In November 2015, Jennifer delivered her first TEDx talk in Jersey City, entitled "Investing for a Better World: Using Wall Street to Implement Social Change." 

Presently, Jennifer works full time as an Associate Professor at The College for Financial Planning in Centennial, Colorado and she is the lead instructor of the Accredited Asset Management Specialist and the Chartered Mutual Fund Counselor programs. She is also the creator of several graduate courses related to educating financial advisors on sustainable, responsible and impact investing.

Prior to relocating to Colorado, Jennifer worked briefly as a Contributor Acquisition Manager and Head of Campus Outreach for the financial tech startup, Seeking Alpha. She hosted the company's first annual stock pitch competition in New York City as well as starting the contributor-student mentor program for active Seeking Alpha writers and college students. 

 

From 2013 to 2015, she was a Senior Equity Research Analyst at Wall Street Strategies, Inc. (WSS) in New York City. At WSS, she was responsible for the technical and fundamental analysis of the entire stock market for recommendations to individual investors, while also publishing daily economic analysis for the general public. Prior to this, she worked on the buy side as an Associate Equity Research Analyst covering the transportation subsector of the industrials sector at AIG SunAmerica Asset Management Corporation. Jennifer also covered Real Estate Investment Trusts (REITs) and has done broader research for the industrials, financials and consumer sectors. Prior to joining their research department, Jennifer worked as a Trading Assistant, activity responsible for SunAmerica's index funds valued at over $7 billion. She also worked as an intern in the client portfolio management department at Dwight Asset Management Company - a fixed income subsidiary of Goldman Sachs.

 

Jennifer graduated with distinction (cum laude) from Clarkson University where she earned a B.S. in Financial Information Analysis and Political Science, with minors in Economics and Law. Jennifer has a unique knowledge of international markets, and also studied East Asian Economics at Sungkyunkwan University in Seoul, South Korea.

 

Jennifer is a former member of the New York Society of Security Analysts (NYSSA), a current member of the Colorado Chapter of the Financial Planners Association (FPA), and a current member of the US SIF Foundation for Socially Responsible Investments.

 

She is also a Chartered Retirement Planning Counselor (CRPC) and Certified Financial Education Instructor (CFEI).

 

After 7 years in the New York City metro-area, she now resides in Denver, Colorado. She is an avid golfer, painter, and traveler. 

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