Jennifer Kennedy Ontko, CPFA®, QKA, QPA, MBA

Financial Advisor / Relationship Manager

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Biography
Education & Other Highlights
Location(s)

Jennifer Kennedy Ontko is an institutional retirement plan advisor based in Minneapolis, Minnesota.

Jennifer began her career in the retirement plan industry at KeyBank, in their recordkeeping group. She’s been involved in a large number of acquisitions, mergers, and recordkeeping conversions.

After seven years at Key, she became a retirement plan consultant at CBIZ, where she managed teams, projects, and serviced large and complex plans. She joined CAPTUST in the summer of 2024.

Jennifer earned her Bachelor of Science degree from John Carroll University, and her Master of Business Administration degree from Case Western Reserve University.

When not at CAPTRUST, she enjoys camping and traveling with her husband and three children. They are avid visitors of national parks.

Education

  • Bachelor of Science, math and economics, John Carroll University
  • Master of Business Administration, Case Western Reserve University

Industry Designations

  • Certified Plan Fiduciary Advisor
  • Qualified 401(k) Administrator
  • Qualified Pension Administrator
  • Masters of Business Administration

Industry Involvement

  • Board member, Dress for Success Cleveland

Resources

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