CBIZ Appoints Jennifer Hutchins as Chief Investment Officer for Investment Advisory Services
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Aug 19 2025
0mins
Should l Buy CBZ?
Source: Newsfilter
New Appointment: CBIZ, Inc. has appointed Jennifer Hutchins as Chief Investment Officer of CBIZ Investment Advisory Services, effective August 18, 2025.
Professional Background: Hutchins brings over 20 years of experience in financial planning and investment analysis, previously serving as Co-Chief Investment Officer at Avantax Wealth Management.
Role Responsibilities: In her new position, Hutchins will lead the investment strategy, research, and governance functions for CBIZ IAS, focusing on enhancing the organization's investment philosophy and model management.
Company Overview: CBIZ, Inc. is a prominent professional services advisor with expertise in various sectors, employing over 10,000 team members across more than 160 locations nationwide.
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Analyst Views on CBZ
Wall Street analysts forecast CBZ stock price to rise
2 Analyst Rating
1 Buy
1 Hold
0 Sell
Moderate Buy
Current: 28.040
Low
60.00
Averages
60.00
High
60.00
Current: 28.040
Low
60.00
Averages
60.00
High
60.00
No data
About CBZ
CBIZ, Inc. is a professional services advisor to middle-market businesses and organizations nationwide. It provides a range of accounting, tax, advisory, benefits, insurance, and technology services. It delivers its services through three groups: Financial Services, Benefits and Insurance Services, and National Practices. Financial Services is comprised of traditional accounting services, tax return preparation, administrative services, financial and risk advisory, consulting, valuation, and IT services. Benefits and Insurance Services provides brokerage and consulting along lines of service which include group health benefits consulting and brokerage, property and casualty brokerage, retirement plan advisory, payroll, human capital management, actuarial, life insurance, and other services. National Practices provides managed networking and hardware services consisting of installation, maintenance and repair of computer hardware. It also maintains a cyber risk management program.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Webcast and Replay: The conference call will be webcast live on CBIZ's investor relations page, with an archived replay available post-call, ensuring that investors who cannot participate live can still access important information.
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See More
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- Leadership Changes: On December 18, CBIZ announced three new senior leaders to drive its growth strategy; however, these developments have yet to halt the stock's decline, testing investors' patience.
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See More
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- Market Signal Analysis: Benzinga Pro signals indicate a potential breakout for CBIZ shares, even as its stock dipped 2.6% to $44.97 on Wednesday, reflecting market interest and potential investment opportunities.
See More
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- Executive Appointments: CBIZ has appointed Bruce Ditman as National Leader of Industries, David Fisher as Vice President of Artificial Intelligence, and Marina Margarucci as National Leader of Private Client Services, further enhancing the company's leadership and expertise in the professional services sector.
- Strategic Investment: These appointments reflect CBIZ's commitment to industry specialization, AI capability enhancement, and private client services, aiming to attract top talent to meet evolving client needs and drive overall company growth.
- Industry Experience: Bruce Ditman brings over 20 years of professional services experience, having served as Chief Marketing Officer at Marcum LLP, providing CBIZ with deep industry strategy and go-to-market execution capabilities.
- Innovation-Driven: David Fisher, who led the Global Audit Incubation Hub at KPMG LLP, is expected to accelerate CBIZ's enterprise AI strategy, enhancing client service quality and efficiency.
See More
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See More
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- Changing Employee Expectations: With 70% of employees stating that customizable benefits enhance loyalty, employers are compelled to offer more flexible and tailored total rewards to remain competitive, highlighting the market's focus on employee needs.
- Compliance Challenges: Significant regulatory shifts are anticipated in 2026, including the SECURE 2.0 Roth catch-up mandate for high earners and new tax credits, which will increase compliance burdens for employers and impact their operational strategies.
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See More
