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Who's Moving Where In Wealth Management? – CBIZ, Raymond James
Editorial Staff
26 August 2025
CBIZ Hutchins has more than 20 years’ experience in financial planning, investment analysis, and portfolio strategy.
CBIZ, a US professional services advisor, has named former Avantax Wealth Management senior figure Jennifer Hutchins as chief investment officer of CBIZ Investment Advisory Services.
Most recently, Hutchins was co-chief investment officer at Avantax, leading the portfolio management and diligence teams. Before that, she worked at AG Edwards & Sons, Beck, and Avantax, which was an early step in her career before rejoining later.
“Her extensive expertise will be instrumental as we further strengthen our position as a nationally-recognized registered investment advisor and help set the standard for service and innovation in our industry,” Jim King, president of CBIZ IAS, said.
Hutchins earned a bachelor’s degree in political science and economics from Christendom College.
Raymond James
Raymond James has welcomed wealth advisor Gino P Molettieri to its independent advisor channel.
Molettieri has joined from Commonwealth Financial Network where he managed $174 million in client assets. He operates under the company banner of Lumen Wealth Management and is based in Reading, Massachusetts.
The Lumen business serves business owners, pre-retirees, retirees and corporate executives. He is joined by his sister and client relationship manager Maria Molettieri.
Molettieri founded his practice in affiliation with Commonwealth in 2014 and brings a total of 24 years of industry experience to his advisory role. His experience is backed by a bachelor’s degree in economics from Northeastern University.