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CFA Society of Dallas-Fort Worth is proud to present Charterholder Chatter – a podcast focused on investment professionals.

Join host Paul Olschwanger as he chats with local and national investment legends about a variety of topics including AI, cybersecurity and risk, ESG, and more.

May 4, 2023

Jennifer Hutchins’ love of math and summer internship ultimately led her to a career in finance. Today, she is the manager of the Portfolio Management Group at Avantax and oversees the planning, execution and success of this group and various portfolios. Jennifer started her career in financial planning and wealth management in 2004 as an advisor with A.G Edwards & Sons. She joined Avantax® as an internal support specialist for 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.

Jennifer received her Bachelor of Arts degree in political science and economics from Christendom College. She has attained the Chartered Financial Analyst® designation and is a member of the CFA Society of Dallas-Ft. Worth.

On today’s episode, Jennifer shares more about her professional journey, advice for those uncertain about their career purpose, formula for staying calm during uncertain times, and why tax smart investing is important with portfolio design.