Jennifer Barker, CFA®

Relationship Manager | Senior Financial Advisor

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Biography
Education & Other Highlights
Location(s)

Jennifer Barker is an institutional retirement plan advisor based in Boston, MA.

Jennifer Barker joined CAPTRUST in 2021 as a senior financial advisor specializing in providing investment and fiduciary advisory services to retirement plan sponsors. Prior to joining the firm, Jennifer was with TIAA for seven years, where she held multiple roles including relationship manager and investment strategist.

She spent many years in asset management in client-facing roles with Sanford C. Bernstein, Barclays Global Investors, and Nuveen. Jennifer has more than 25 years of experience in the financial services industry.

She earned a Bachelor of Arts degree in political science from Providence College.

Jennifer is involved in delivering financial literacy programs to various alliance partners and also serves as an alliance leader for Every Child Shines, a community support organization helping families ready their children for kindergarten. She is also a regular mentor in the UNCF Lighted Pathways program which provides scholarships and internships to African American undergraduate students interested in the investment management industry.

Education

  • Bachelor of Arts, political science, Providence College

Industry Designations

  • Chartered Financial Analyst®

Industry Involvement

  • CFA Society Boston
  • Mentor, UNCF Lighted Pathways program

Memberships

  • CFA Institute
  • CFA Society Boston
  • New England Employee Benefits Council (NEEBC)

Awards & Recognition

  • NAPA Top DC Advisor Teams | 2021, 2022, and 2024 (CAPTRUST Boston)
  • Barron’s Top Institutional Consultants | 2022, 2023, 2024 (Team New York/Boston)

Resources

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