Jacalyn R. Reed | Director

Role: Chief Compliance Officer & 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. 

Jacalyn has been in various roles in the retirement industry for 10+ years. At Putnam Investments, she worked on the Defined Contribution Investment Only Team, focusing on retirement plans in the mid and large-market space. At WhaleRock, Jacalyn specializes in performing fund analysis, plan design advice, fund lineup selection, and employee education for our Business Retirement Solutions clients.

In 2024, Jacalyn assumed the role of WhaleRock’s Chief Compliance Officer. She received a Bachelor of Arts in Communications and Political Science from Villanova University. She holds Series 6 and 63 licenses with FINRA. Jacalyn is a member of Villanova’s Young Alumni Advisory Council and serves on the Villanova Capital Campaign Executive Committee. Jacalyn currently resides in West Palm Beach, FL, and also enjoys spending time in Newport, RI.