Jean Duffy

Jean Duffy began their work experience in the financial industry in 1989 at Principal Financial Group, where they served as a Senior Service Representative for ten years. In 1999, they joined Holmes Murphy & Associates as a Vice President and Retirement Plan Consultant until 2010. Jean then transitioned to CAPTRUST Financial Advisors, where they currently hold the position of Senior Vice President.

Jean Duffy pursued their bachelor's degree in Resource Management and Financial Planning at Iowa State University from 1983 to 1987. In August 2020, they obtained a certification in Diversity, Inclusion, and Belonging from LinkedIn.