CBIZ appoints Jennifer Hutchins as Chief Investment Officer, enhancing investment strategy and client services in CBIZ IAS.
Quiver AI Summary
CBIZ, Inc. has appointed Jennifer Hutchins as the Chief Investment Officer of CBIZ Investment Advisory Services, LLC, effective August 18, 2025. Hutchins brings over 20 years of experience in financial planning and investment strategy, having previously served as Co-Chief Investment Officer at Avantax Wealth Management, where she led portfolio management teams. Her background also includes positions at A.G. Edwards & Sons and Beck, Inc. In her new role at CBIZ, Hutchins will oversee investment strategy, research, and governance functions, aiming to enhance the firm’s investment platform and deliver optimal results for clients. Jim King, President of CBIZ IAS, expressed enthusiasm about Hutchins joining the team, citing her expertise as crucial for reinforcing the firm's reputation as a leading Registered Investment Advisor. Hutchins holds a bachelor's degree in political science and economics from Christendom College.
Potential Positives
- CBIZ, Inc. appointed Jennifer Hutchins as Chief Investment Officer, bringing over 20 years of relevant industry experience, which enhances the leadership team and strengthens investment advisory services.
- Hutchins' previous role at Avantax, where she led significant teams and portfolios, indicates a strong capability to drive performance and innovation in CBIZ's investment strategies.
- The appointment is timely and aims to evolve CBIZ's investment platform, showcasing the company's commitment to growth and excellence in advisory services.
- CBIZ's leadership expressed high confidence in Hutchins' expertise, signaling a strategic move to enhance their reputation as a nationally recognized Registered Investment Advisor.
Potential Negatives
- The appointment of Jennifer Hutchins as Chief Investment Officer may imply a leadership change that could signal instability or a shift in the strategic direction of CBIZ IAS, potentially causing concerns among existing clients and investors.
- Hutchins' previous role as Co-Chief Investment Officer at Avantax Wealth Management raises questions about why she left that position, which could lead to speculation about her track record and the stability of leadership in investment management roles.
FAQ
Who is Jennifer Hutchins?
Jennifer Hutchins is the newly appointed Chief Investment Officer of CBIZ Investment Advisory Services, effective Aug. 18, 2025, with over 20 years of experience in finance.
What is CBIZ Investment Advisory Services?
CBIZ Investment Advisory Services, LLC is a division of CBIZ, focused on providing investment strategy, research, and governance services to clients.
What prior experience does Hutchins have?
Before joining CBIZ, Hutchins served as Co-Chief Investment Officer at Avantax Wealth Management, overseeing portfolio management and retirement portfolios.
What will Hutchins' role at CBIZ entail?
As Chief Investment Officer, Hutchins will lead investment strategy, governance, and research functions, focusing on delivering insights and results for clients.
How does CBIZ support client growth?
CBIZ delivers actionable solutions and industry expertise to help businesses anticipate changes and discover growth opportunities in the market.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$CBZ Congressional Stock Trading
Members of Congress have traded $CBZ stock 2 times in the past 6 months. Of those trades, 1 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $CBZ stock by members of Congress over the last 6 months:
- REPRESENTATIVE JOSH GOTTHEIMER sold up to $15,000 on 04/09.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. purchased up to $15,000 on 03/24.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
$CBZ Insider Trading Activity
$CBZ insiders have traded $CBZ stock on the open market 4 times in the past 6 months. Of those trades, 2 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $CBZ stock by insiders over the last 6 months:
- BENAREE PRATT WILEY sold 6,526 shares for an estimated $468,214
- WARE H GROVE (C.F.O.) sold 4,029 shares for an estimated $282,679
- RODNEY A YOUNG purchased 2,000 shares for an estimated $124,860
- BRAD S. LAKHIA (Senior Vice President & CFO) purchased 1,593 shares for an estimated $100,013
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$CBZ Hedge Fund Activity
We have seen 133 institutional investors add shares of $CBZ stock to their portfolio, and 150 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC added 824,931 shares (+79.6%) to their portfolio in Q2 2025, for an estimated $59,155,802
- DIMENSIONAL FUND ADVISORS LP removed 740,538 shares (-52.5%) from their portfolio in Q2 2025, for an estimated $53,103,979
- JANUS HENDERSON GROUP PLC added 682,205 shares (+3541.5%) to their portfolio in Q2 2025, for an estimated $48,920,920
- VANGUARD GROUP INC added 429,228 shares (+9.2%) to their portfolio in Q2 2025, for an estimated $30,779,939
- CAPITAL WORLD INVESTORS added 367,025 shares (+29.6%) to their portfolio in Q2 2025, for an estimated $26,319,362
- WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC added 303,146 shares (+inf%) to their portfolio in Q2 2025, for an estimated $21,738,599
- CAPITAL RESEARCH GLOBAL INVESTORS added 279,863 shares (+10.3%) to their portfolio in Q2 2025, for an estimated $20,068,975
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Full Release
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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