Chief Operating Officer | Partner
Jennifer Mackert is a Partner and the Chief Operating Officer for Clarity 2 Prosperity. She is driven to manage operations to provide exceptional service to our advisors and increase company performance. She has an extensive background, including over 25 years in the industry focused on portfolio management, client service, and corporate operations. This experience is complemented by her educational background, including an MBA with a concentration in Finance.
Before joining C2P, Jennifer spent a good portion of her career at McDonald Investments and Key Private Bank. During this tenure, she worked in several departments within the operations group, served on investment committees, and managed money within the portfolio management group. Within that role, she managed portfolios totaling more than $100 million. Jennifer also worked with a regional investment consulting group, assisting high-net-worth families with managing their assets.
More recently, and prior to C2P’s founding, Jennifer worked with JL Smith Wealth & Tax Planning. During this portion of her career, she helped develop several key processes available through C2P Enterprises and Clarity 2 Prosperity.
Furthermore, Jennifer has served as an adjunct finance professor at Baldwin Wallace University and Tiffin University, where she shared her knowledge and experiences with the next generation of business leaders. Jennifer enjoys spending time with her family and watching Cleveland sports in her free time. She is involved with her community’s athletic and swim boosters and various charitable organizations.