![Jennifer Hutchins](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Jennifer Hutchins
Direttore degli Investimenti presso
CBIZ Investment Advisory Services LLC
Profilo
Ms. Jennifer Hutchins, CFA, is a Chief Investment Officer at CBIZ Investment Advisory Services LLC and a Co-Chief Investment Officer & Vice President at Avantax, Inc. She 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.
Ms. Hutchins 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, she held positions at A.G.
Edwards & Sons, Beck, Inc., and Avantax, which was an early stop in her career before rejoining later.
She received her undergraduate degree from Christendom College.
Posizioni attive di Jennifer Hutchins
| Società | Posizione | Inizio |
|---|---|---|
CBIZ Investment Advisory Services LLC
 CBIZ Investment Advisory Services LLC Investment ManagersFinance CBIZ IAS conducts ongoing due diligence and monitoring on the investments it recommends for use with its clients. They establish a committee governance structure which provides oversight for their due diligence process related to investment managers selected or recommended to its clients. The firm primarily allocates client investment assets among various no-load mutual funds, indexed mutual funds, and indexed ETFs, on a discretionary basis in accordance with the client’s designated investment objective(s). The primary investment strategy that CBIZ IAS will most often use incorporates an asset allocation process using historical rates of risk and return of the various asset classes and how they correlate with each other under various market conditions. | Direttore degli Investimenti | 18/08/2025 |
Precedenti posizioni note di Jennifer Hutchins
| Società | Posizione | Fine |
|---|---|---|
| AVANTAX, INC. | Direttore degli Investimenti | 01/08/2025 |
Formazione di Jennifer Hutchins
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
25
Relazioni di 1° grado
3
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
Avantax, Inc.
 Avantax, Inc. Investment ManagersFinance Provides wealth management and tax planning services | Finance |
Christendom College
 Christendom College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
CBIZ Investment Advisory Services LLC
CBIZ Investment Advisory Services LLC Investment ManagersFinance CBIZ IAS conducts ongoing due diligence and monitoring on the investments it recommends for use with its clients. They establish a committee governance structure which provides oversight for their due diligence process related to investment managers selected or recommended to its clients. The firm primarily allocates client investment assets among various no-load mutual funds, indexed mutual funds, and indexed ETFs, on a discretionary basis in accordance with the client’s designated investment objective(s). The primary investment strategy that CBIZ IAS will most often use incorporates an asset allocation process using historical rates of risk and return of the various asset classes and how they correlate with each other under various market conditions. | Finance |
