Jacalyn R. Reed | Retirement Solutions
Focus Area: Retirement Plan Specialist
Education: Villanova University
Jacalyn joined WhaleRock Point Partners in 2017 as a Retirement Plan Specialist after being with Putnam Investments since 2013.
Ms. Reed worked with the defined contribution team, as well as, Putnam’s full-service record keeping business. Post completion of Putnam’s intensive Retail Management Training Program, Jacalyn spent the last two years working on the Defined Contribution Investment Only Team. In this role, she worked in the mid and large market retirement plan space. Ms. Reed performed fund analysis and advised industry partners on plan design, fund lineup selection, and plan sponsor presentations specifically for financial advisors, consultants and record keeping partners.
An experienced specialist in Retirement Plan Business, Jacalyn brings operational, plan structure and investment knowledge to WhaleRock’s Retirement Solutions Group and its clients.
Jacalyn received a Bachelor of Arts in Communications and Political Science from Villanova University. She holds Series 6 and 63 licenses with FINRA. Jacalyn resides in Boston and chairs Villanova’s regional Young Alumni Association.