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Wealth Management EDGE
June 10 - 12, 2025
The Boca Raton ResortBoca Raton, FL

Jennifer Hutchins
Co-Chief Investment Officer at Avantax Wealth Management
Speaker

Profile

Jennifer Hutchins leads the Portfolio Management Group (PMG) for Avantax Wealth Management.

She oversees the planning, execution and success of the PMG and the home office discretionary portfolios. She joined Avantax as an internal support specialist from 2007–2008 and returned in 2017 after eight years at H. Beck, Inc. (now Grove Point Financial) where she held various roles including Senior Product Specialist, Investment Analyst and Vice President of Investments. Jennifer started her career in financial planning and wealth management in 2004 as an advisor with A.G Edwards & Sons.

She received her Bachelor of Arts degree in political science and economics from Christendom College, and her love of mathematics and economic studies led her to pursue a career in financial services. Jennifer has attained the Chartered Financial Analyst designation, is a member of the CFA Society of Dallas and has passed the FINRA Series 7, 24 and 66 exams.


Agenda Sessions

  • Active Investments – the Best Assets and Wrappers for Active Management

    12:15pm