Jean Duffy, AIFA®, CPFA™

Senior Vice President,
Financial Advisor

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Biography
Education & Other Highlights
Location(s)

Jean Duffy is an institutional retirement plan financial advisor based in Des Moines, IA.

Jean joined CAPTRUST in 2010 and serves as a senior vice president and financial advisor. As a retirement plan consultant to corporate fiduciaries, she is motivated to improve retirement plan outcomes for plan sponsors and their participants by structuring solid governance processes and superior educational opportunities.

When she is not in the office or with a client, Jean enjoys reading, traveling, giving back to the community, and spending time with family. She is committed to living life to the fullest and encouraging others along the way. Prior to joining CAPTRUST, Jean served as a retirement plan consultant and educational specialist for a regional brokerage firm. She was the first person in Iowa to receive the Accredited Investment Fiduciary designation and has worked in the industry since 1990.

Education

  • Bachelor of Science degree in resource management from Iowa State University

Industry Designations

  • Accredited Investment Fiduciary Analyst™
  • Certified Plan Fiduciary Advisor

Industry Involvement

  • Member, American Society of Pension Professionals & Actuaries
  • Member, National Association of Plan Advisors

Memberships

  • Board Member, Carlisle Dollars for Scholars
  • Finance Committee Member, Ronald McDonald Charities of Central Iowa
  • Wish Granter, Make A Wish
  • Founder, Chairman, and Steering Committee Member, CAPTRUST Women’s Initiative

Awards & Recognition

  • PLANADVISER Top Retirement Plan Advisers | 2022
  • NAPA Top Women Advisors | 2015, 2016, 2017, 2018, 2019, 2020, and 2023
  • Barron’s Top 50 Institutional Consultants | 2019, 2022, 2023 (Team Des Moines)
  • Financial Times 401 Top Retirement Plan Advisor | 2017, 2018, and 2019
  • Top Advisor Defined Contribution Teams | 2018
  • NAPA Top DC Advisor Teams | 2019, 2020, 2021, and 2022 (CAPTRUST Des Moines)

Article

2024 Fiduciary Training Series, Part 1: Roles & Responsibilities (Webinar Recording)

Ongoing fiduciary training can help plan sponsors understand their duties, minimize risk, and create better outcomes for participants.

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Resources

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