Jean McGowan, CFA

Chief Investment Officer

Jean serves as the Chief Investment Officer at Godsey & Gibb Wealth Management, where she leads the firm’s investment strategy, research, and portfolio management efforts. In this role, she oversees the research and portfolio management teams and delivers research, analysis, and commentary on the economy, financial markets, securities, investment strategies, and asset allocation. Through this role, Jean is responsible for guiding the firm’s overall investment approach to support long-term client outcomes. In addition, Jean is a member of the firm’s Executive Management Team, where she contributes to discussions surrounding the firm’s outlook, critical decisions, and opportunities to better serve clients.

With over 30 years of experience in the financial services industry, Jean brings deep expertise in top-down macroeconomic strategy, bottom-up equity security analysis, and portfolio management. She has led investment strategy for global institutional portfolios, with a focus on asset allocation, risk mitigation, and developing internally managed strategies. Her portfolio management experience includes high-yield, municipal, and taxable U.S. fixed income strategies alongside U.S. equity portfolio selection and construction. In addition to her investment responsibilities, Jean has served as a relationship manager and subject matter expert for global institutional asset managers, developing materials for business development purposes, delivering client presentations, and presenting investment strategies to both prospects and partners.

Before joining Godsey & Gibb in 2014, Jean held several senior positions in portfolio management. She served as a Portfolio Specialist and Relationship Manager for a large institutional asset management firm and as a Portfolio Manager in the investment division of an insurance company. In addition, she acted as both an adjunct professor for the Executive MBA program and an advisor to the Student Managed Investment Portfolio at Virginia Commonwealth University.

Jean earned a Bachelor of Science in Business Administration with a focus in Finance from Elon University and a Master of Business Administration from Virginia Commonwealth University. She holds the Chartered Financial Analyst® (CFA) designation and is an active member of both the CFA Institute and CFA Virginia, where she also serves on the board.

Outside of the office, Jean enjoys kayaking, camping, and traveling. She is also actively involved in her community, currently serving as Chair of both the Foundation Board of Directors and the Investment Committee for St. Joseph’s Villa.