Jennifer Hutchins

Chief Investment Officer at

CBIZ Investment Advisory Services LLC

Finance

Consumer Services

Profile

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.

Jennifer Hutchins active positions

Companies	Position	Start
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.	Chief Investment Officer	2025-08-17

All active positions of Jennifer Hutchins

Former positions of Jennifer Hutchins

Companies	Position	End
AVANTAX, INC.	Chief Investment Officer	2025-07-31

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Private companies	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