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Wealth Management EDGE
June 8 - 10, 2027
The Boca Raton ResortBoca Raton, FL

Jennifer Hutchins
Chief Investment Officer, Retirement & Investment Solutions at CBIZ
Speaker

Profile

Jennifer is Chief Investment Officer at CBIZ Investment Advisory Services, where she leads investment strategy, research, and governance across discretionary and non-discretionary portfolios to help CBIZ’s retirement, institutional, and wealth clients reach their objectives. With more than 20 years of experience in financial planning and investment management, she previously served as Co-Chief Investment Officer at Avantax Wealth Management. A CFA® charterholder with a degree in Political Science and Economics from Christendom College, Jennifer is passionate about guiding clients toward enduring financial success and enjoys time with her husband and five children.

Agenda Sessions

  • Retirement income strategies for capturing retirement assets

    2:20pm