28 AUG 2025 / PEOPLE UPDATES

CBIZ Appoints Jennifer Hutchins as Chief Investment Officer of Investment Advisory Services

- MYCPE ONE Insights Team

Summary

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CBIZ Investment Advisory Services has named Jennifer Hutchins as its new chief investment officer, effective August 18. Previously co-chief investment officer at Avantax Wealth Management, Hutchins brings over two decades of experience to strengthen CBIZ’s position as a nationally recognized Registered Investment Advisor and deliver meaningful insights to clients.

CBIZ has announced the appointment of Jennifer Hutchins as chief investment officer of CBIZ Investment Advisory Services LLC (CBIZ IAS), effective August 18. Hutchins brings more than 20 years of experience in financial planning, investment analysis, and portfolio strategy, with a focus on helping individuals and institutions achieve their financial goals.

Hutchins joins CBIZ from Avantax Wealth Management, where she most recently served as co-chief investment officer, leading portfolio management and diligence teams. In her new role, she will oversee investment strategy, research, and governance for CBIZ IAS, directing the firm’s investment philosophy, model management approach, and advisor enablement across a diverse advisory platform.

Expressing enthusiasm for her new role, Hutchins emphasized her commitment to fostering a collaborative research-driven environment and delivering meaningful insights to clients. Jim King, president of CBIZ IAS, welcomed Hutchins, noting that her expertise will be critical as CBIZ strengthens its position as a nationally recognized Registered Investment Advisor and continues to drive innovation in the industry.

Until next time…

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