Jennifer Hutchins Appointed as New CIO of CBIZ Investment Advisory
CBIZ Welcomes Jennifer Hutchins as Chief Investment Officer
Cleveland — CBIZ, Inc., a prominent national professional services advisor, has made a significant leadership appointment by naming Jennifer Hutchins as the Chief Investment Officer for CBIZ Investment Advisory Services, LLC (CBIZ IAS). Her role commenced on Aug. 18, reflecting the company’s commitment to enhancing its investment advisory capabilities.
Jennifer Hutchins: A Catalyst for Investment Strategy
With over 20 years of extensive experience in financial planning and investment management, Hutchins is poised to make a meaningful impact at CBIZ. Before assuming her new role, she was Co-Chief Investment Officer at Avantax Wealth Management, where she successfully led portfolio management and diligence teams. Her expertise includes supervising the execution of investment strategies, particularly focusing on both ERISA and non-ERISA retirement portfolios.
Professional Journey of Excellence
Hutchins has built a robust career in finance, having gained invaluable knowledge at various prestigious firms, including A.G. Edwards & Sons and Beck, Inc. This rich background equips her with the insights needed to navigate complex market environments and assist individuals as well as institutions in realizing their financial aspirations.
Vision for the Future at CBIZ
Expressing her enthusiasm about joining CBIZ, Hutchins stated, “I am excited to be joining the CBIZ team at such an important time in the evolution of our investment platform. 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.”
Leading Innovation and Governance
In her capacity as Chief Investment Officer, Hutchins is set to spearhead the investment strategy and governance functions at CBIZ IAS. This position will see her drive the organization’s investment philosophy while managing diverse advisory portfolios. Her leadership will also enhance the firm’s research and advisor support initiatives.
Strengthening CBIZ's Market Position
Jim King, President of CBIZ IAS, expressed excitement about Hutchins' appointment, highlighting her extensive knowledge as vital for reaffirming their stature as a nationally recognized Registered Investment Advisor. He emphasized the importance of innovative strategies that meet client needs in an ever-evolving market landscape.
Educational Background
Hutchins earned her bachelor’s degree in political science and economics from Christendom College, which laid the foundation for her successful career in finance.
About CBIZ
CBIZ, Inc. stands as a leading professional services provider to middle-market businesses and organizations throughout the nation. With a wealth of industry knowledge and a dedicated team of more than 10,000 professionals, CBIZ delivers exceptional solutions across various sectors, including accounting, tax, advisory, benefits, insurance, and technology. The firm is committed to providing clients with insightful, actionable strategies to navigate challenges and explore new avenues for growth.
Frequently Asked Questions
Who is Jennifer Hutchins?
Jennifer Hutchins is the newly appointed Chief Investment Officer of CBIZ Investment Advisory Services, bringing over 20 years of financial expertise.
What role does Jennifer Hutchins play at CBIZ?
She leads the investment strategy, research, and governance functions at CBIZ IAS, focusing on enhancing their investment platform.
Where did Jennifer Hutchins work before joining CBIZ?
Prior to CBIZ, she served as Co-Chief Investment Officer at Avantax Wealth Management.
What is CBIZ known for?
CBIZ is recognized for its comprehensive professional services for middle-market businesses, offering expertise in accounting, advisory, and technology solutions.
How does CBIZ plan to enhance its advisory services?
With Hutchins at the helm of investment strategy, CBIZ aims to innovate and strengthen its advisory services to meet evolving client needs.
About The Author
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