CBIZ Names Jennifer Hutchins Chief Investment Officer of Investment Advisory Services
CBIZ (NYSE:CBZ) has appointed Jennifer Hutchins as the new Chief Investment Officer of CBIZ Investment Advisory Services, LLC, effective August 18, 2025. Hutchins brings over 20 years of experience in financial planning, investment analysis, and portfolio strategy.
Previously serving as Co-Chief Investment Officer at Avantax Wealth Management, Hutchins will now lead CBIZ IAS's investment strategy, research, and governance functions. In her role, she will oversee discretionary portfolios, research development, and advisor enablement while driving the organization's investment philosophy and model management approach.
CBIZ (NYSE:CBZ) ha nominato Jennifer Hutchins nuovo Chief Investment Officer di CBIZ Investment Advisory Services, LLC, con effetto dal 18 agosto 2025. Hutchins vanta oltre 20 anni di esperienza nella pianificazione finanziaria, nell'analisi degli investimenti e nelle strategie di portafoglio.
In precedenza Co-Chief Investment Officer presso Avantax Wealth Management, Hutchins guiderà la strategia di investimento, la ricerca e le funzioni di governance di CBIZ IAS. Nel suo ruolo supervisionerà portafogli discrezionali, lo sviluppo della ricerca e il supporto agli advisor, promuovendo la filosofia d'investimento e l'approccio alla gestione dei modelli dell'organizzazione.
CBIZ (NYSE:CBZ) ha nombrado a Jennifer Hutchins como la nueva Chief Investment Officer de CBIZ Investment Advisory Services, LLC, con efecto a partir del 18 de agosto de 2025. Hutchins aporta más de 20 años de experiencia en planificación financiera, análisis de inversiones y estrategia de carteras.
Anteriormente se desempeñó como Co-Chief Investment Officer en Avantax Wealth Management; ahora liderará la estrategia de inversión, la investigación y las funciones de gobernanza de CBIZ IAS. En su cargo supervisará carteras discrecionales, el desarrollo de la investigación y la habilitación de asesores, impulsando la filosofía de inversión y el enfoque de gestión de modelos de la organización.
CBIZ (NYSE:CBZ)는 Jennifer Hutchins를 2025년 8월 18일부로 CBIZ Investment Advisory Services, LLC의 신임 최고투자책임자(CIO)로 임명했습니다. Hutchins는 재무 계획, 투자 분석 및 포트폴리오 전략 분야에서 20년 이상의 경험을 보유하고 있습니다.
이전에는 Avantax Wealth Management에서 공동 최고투자책임자(Co-CIO)로 재직했으며, 이제 CBIZ IAS의 투자 전략, 리서치 및 거버넌스 기능을 총괄합니다. 그녀는 재량 포트폴리오, 리서치 개발 및 어드바이저 지원을 감독하며 조직의 투자 철학과 모델 관리 방식을 주도할 것입니다.
CBIZ (NYSE:CBZ) a nommé Jennifer Hutchins au poste de nouvelle Directrice des Investissements (Chief Investment Officer) de CBIZ Investment Advisory Services, LLC, à compter du 18 août 2025. Hutchins apporte plus de 20 ans d'expérience en planification financière, analyse des investissements et stratégie de portefeuille.
Précédemment co-Chief Investment Officer chez Avantax Wealth Management, Hutchins dirigera désormais la stratégie d'investissement, la recherche et les fonctions de gouvernance de CBIZ IAS. Dans ce rôle, elle supervisera les portefeuilles discrétionnaires, le développement de la recherche et le soutien aux conseillers, tout en faisant progresser la philosophie d'investissement et l'approche de gestion des modèles de l'organisation.
CBIZ (NYSE:CBZ) hat Jennifer Hutchins zum neuen Chief Investment Officer von CBIZ Investment Advisory Services, LLC ernannt, wirksam ab dem 18. August 2025. Hutchins bringt über 20 Jahre Erfahrung in Finanzplanung, Investmentanalyse und Portfoliostrategie mit.
Nach ihrer bisherigen Tätigkeit als Co-Chief Investment Officer bei Avantax Wealth Management wird Hutchins künftig die Investmentstrategie, Forschung und Governance-Funktionen von CBIZ IAS leiten. In ihrer Rolle wird sie diskretionäre Portfolios, die Forschungserarbeitung und die Unterstützung der Berater beaufsichtigen und die Investmentphilosophie sowie das Modellmanagement der Organisation vorantreiben.
- Appointment of experienced executive with over 20 years in financial planning and investment analysis
- Strategic leadership addition to strengthen CBIZ's position as a nationally recognized Registered Investment Advisor
- None.
Cleveland, Aug. 19, 2025 (GLOBE NEWSWIRE) -- CBIZ, Inc., a leading national professional services advisor, today announced that it has named Jennifer Hutchins as Chief Investment Officer of CBIZ Investment Advisory Services, LLC (CBIZ IAS), effective Aug. 18, 2025.
Hutchins has over 20 years of experience in financial planning, investment analysis, and portfolio strategy and is deeply committed to helping individuals and institutions meet their financial goals. Hutchins comes to CBIZ from Avantax Wealth Management, where she most recently served as Co-Chief Investment Officer, leading the Portfolio Management and Diligence teams. In this role, she was responsible for overseeing the planning, execution, and performance of the Portfolio Management team, the firm’s home office discretionary portfolios, and the Employee Retirement Income Security Act of 1974 (ERISA) and non-ERISA retirement portfolios. Before that, Hutchins held positions at A.G. Edwards & Sons, Beck, Inc., and Avantax, which was an early stop in her career before rejoining later.
"I am excited to be joining the CBIZ team at such an important time in the evolution of our investment platform,” said Hutchins. “Working alongside our talented advisors and executive leadership, I look forward to continuing to foster an environment of research and collaboration to deliver the best insights and results to our clients.”
As Chief Investment Officer, Hutchins will lead the investment strategy, research, and governance functions of CBIZ IAS. In this role, Hutchins will be the key driver of the organization’s investment philosophy and model management approach across a diverse advisory platform, overseeing discretionary portfolios, research development, and advisor enablement.
“Our team is thrilled to welcome Jennifer as Chief Investment Officer,” said Jim King, President of CBIZ IAS. “Her extensive expertise will be instrumental as we further strengthen our position as a nationally recognized Registered Investment Advisor and help set the standard for service and innovation in our industry.”
Hutchins earned a bachelor’s degree in political science and economics from Christendom College.
About CBIZ
CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what’s next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast. For more information, visit www.cbiz.com
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Amy McGahan CBIZ, Inc. amy.mcgahan@cbiz.com
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