Jennifer Mackert, MBA
Chief Operations Officer of Training | Partner
Jennifer spent the majority of her career at McDonald Investments and Key Private Bank. She worked in several departments within the operations group and served on investment committees and the portfolio management group, where she personally managed portfolios totaling more than $100 million. She additionally worked with a regional investment consulting group, where she assisted high net worth families with managing their assets.
Most recently, Jennifer has been a part of The JL Smith Group. Here she assisted in the development of several key processes that are now available through C2P Advisory Group and Clarity 2 Prosperity and oversaw many facets of the office and its daily management. She brings these firsthand experiences of working in a holistic advisory practice to her current role, where she works to streamline and organize operations and communications for overall increased company performance.
Jennifer enjoys sharing her knowledge and experiences as an adjunct finance professor at Baldwin Wallace University. She is actively involved with the PTA and various charitable organizations in her community. She enjoys spending time with her husband, children, family and friends. Jennifer also enjoys baseball and is an avid Cleveland sports fan.