2 months ago
Market Update | January 2023
A year ago, markets were coming off one of the...
- With CAPTRUST Since 2021
- 617.348.3100
-
One Liberty Square 13th Floor
Boston, MA 02109
Jennifer Barker, CFA®
Senior Financial Advisor
- Medford, NY
- Lonesome Dove by Larry McMurty | Goodfellas
- Abraham Lincoln, Michelle Obama, and Jimmy Buffett
- Don’t sweat the small stuff.
- Humor, humility, and generosity
Financial Advisors
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. Jennifer has over 20 years of experience in the financial services industry. Jennifer holds the Chartered Financial Analyst® (CFA®) designation.
Education
- Bachelor of Arts degree in political science from Providence College
Industry Designations
- Chartered Financial Analyst® (CFA)
Awards & Recognition
- NAPA Top DC Advisor Teams | 2021 (CAPTRUST Boston)
News & Resources
Resources
Wealth Management
3 months ago
VESTED Voices: Joshua Becker
In this video, get to know Things That Matter author...
Retirement Plans
4 months ago
2023 Trends and Predictions for Retirement Plan Sponsors
In the wake of the pandemic and the great resignation,...
Wealth Management
4 months ago
VESTED Voices: Major General Angie Salinas
In this video, get to know Major General Angie Salinas,...
