Jennifer Hutchins was named Co-Chief Investment Officer in May 2023 and leads the Portfolio Management and Diligence teams. She oversees the planning, execution and success of the PMG and the IMS Select and RMS Select portfolios.
She joined Avantax as an internal support specialist for BMS, a business model that partners CPA firms with experienced financial advisors, from 2007–2008 and returned in 2017 after eight years at H. Beck, Inc., where she held various roles including Senior Product Specialist, Investment Analyst and Vice President of Investments. She started her career in financial planning and wealth management in 2004 as an advisor with A.G Edwards & Sons.
Jennifer received her Bachelor of Arts degree in political science and economics from Christendom College. She has attained the Chartered Financial Analyst® designation, is a member of the CFA Society of Dallas and holds Series 7, 24 and 66 licenses.