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Jennifer Barker, CFA®

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.


  • 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)
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