Chief Operating Officer | Partner
Jennifer Mackert is a partner and the chief operating officer (COO) for C2P Enterprises. She’s driven to manage operations to provide exceptional service to our advisors and increase company performance. Jennifer has an extensive background, including over 25 years in the industry. Throughout her work, she’s focused on portfolio management, client service and corporate operations.
Her educational background, including an MBA with a concentration in finance, complements her lengthy experience.
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. She managed portfolios totaling more than $100 million within that role. Additionally, she worked with a regional investment consulting group to help high-net-worth family clients with managing their assets.
More recently (and before C2P’s founding), Jennifer worked with JL Smith Wealth & Tax Planning. In this stretch of her career, she helped develop several key processes available through C2P Enterprises and Clarity 2 Prosperity.
Moreover, Jennifer served as an adjunct finance professor at Baldwin Wallace University and Tiffin University. There, she shared her knowledge and experience with the next generation of savvy, dedicated business leaders. She’s fully committed to fostering financial advisor growth at any age.
Jennifer enjoys spending time with her family and watching Cleveland sports in her free time. She stays involved with her community’s athletic and swim boosters, as well as multiple charitable organizations.