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Jennifer Stevens
Jennifer Stevens

Senior Financial Advisor

  • Easton, MA
  • Elin Hilderbrand books
  • Kindness, honesty, and organization

Financial Advisors

Jennifer Stevens is an institutional retirement plan financial advisor working based in Boston, MA.

Jennifer joined CAPTRUST in 2021 from Cammack Retirement Group—a leading national, independent retirement plan consulting and investment advisory firm—where she served as a senior consultant. Jen has over 15 years of experience in the financial services industry.

At CAPTRUST, Jennifer specializes in helping plan sponsors understand their fiduciary duties. She is committed to providing high-quality advice that reflects the latest and best thinking in this area. Jen leads plan sponsors through all aspects of this due diligence process.

Prior to joining Cammack Retirement, she worked as a senior client account manager at Brown Brothers Harriman—one the oldest and largest private banks in the U.S. Jen received her Bachelor of Arts degree in economics from the College of the Holy Cross and went on to receive her Master of Business Administration degree from Boston College.

Education

  • Master of Business Administration degree from Boston College
  • Bachelor of Arts degree in economics from the College of the Holy Cross

Awards & Recognition

  • NAPA Top DC Advisor Teams | 2021 (CAPTRUST Boston)
  • Rising Star by the New England Employee Benefits Council | 2017

Memberships

  • Member, Easton MOMS Club
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