Jody Cullinan

Vice President, APL Product Development at InvestCloud

Speaker

A senior product leader in managed accounts and private markets, Jody Cullinan guides the vision and roadmap for InvestCloud APL, the managed account engine that powers trading, rebalancing, and model-based programs at scale. She played a central role in bringing private markets into managed accounts with PM+™, the first-of-its-kind Private Markets Account from InvestCloud, helping clients unify public and private assets within a single operating model.

With extensive experience in financial services and fintech, Jody has led cross-functional teams to deliver innovations that enhance client experience, improve operational efficiency, and scale complex advisory platforms. Prior to InvestCloud, she held leadership roles at Fiserv focused on product innovation, and earlier in her career was a hedge fund trader at Morgan Stanley, bringing direct private markets experience to her product leadership. She is recognized for her expertise in private markets and her work with clients and industry partners to use technology to solve complex challenges and advance the future of wealth management.