Jean Duffy

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Consumer Services

Profile

Ms. Jean Duffy is Senior Vice President & Financial Advisor at CapFinancial Partners LLC.
She joined the firm in December 2010.
Ms. Duffy was previously employed as Vice President & Retirement Plan Consultant by Holmes Murphy & Associates and Senior Service Representative by Principal Financial Group.
She has served on the Advisory Council for some of the industry’s leading retirement providers and was the first recipient of the Accredited Investment Fiduciary Analyst designation.
She is a member of American Society of Pension Professionals and a regular contributor to industry publications, as well as a frequent speaker at industry conferences.
Ms. Duffy graduated from Iowa State University.

Former positions of Jean Duffy

Companies	Position	End
Holmes, Murphy & Associates LLC Holmes, Murphy & Associates LLC Multi-Line InsuranceFinance Provides property and casualty insurance services	Corporate Officer/Principal	2010-09-29
PRINCIPAL FINANCIAL GROUP, INC.	Corporate Officer/Principal	1999-09-29

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Linked companies

Private companies	3
Principal Financial Group, Inc. Principal Financial Group, Inc. Investment ManagersFinance Provides retirement plans, asset management and insurance services	Finance
Iowa State University Iowa State University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Holmes, Murphy & Associates LLC Holmes, Murphy & Associates LLC Multi-Line InsuranceFinance Provides property and casualty insurance services	Finance

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