Chad Hoes, Cima®, Cpm

Chad Hoes, Cima®, Cpm Email and Phone Number

Chief Investment Officer @ Team Financial Strategies
Abilene, TX, US
Chad Hoes, Cima®, Cpm's Location
Abilene, Texas, United States, United States
Chad Hoes, Cima®, Cpm's Contact Details
About Chad Hoes, Cima®, Cpm

Experienced executive with leadership and the ability to inspire a team to achieve high-performanceresults. Twenty years of investment experience that includes managing assets for variousclientele, including insurance companies, trusts, corporations, mutual funds, individuals, pensions, 401-k’s, foundations. Serves clients and works diligently to structure the best possible portfolio for each client based on unique needs. Continually researching and learning more about clients, investments, and the ability to offer services and results that best match each client’s specific desires.

Chad Hoes, Cima®, Cpm's Current Company Details
Team Financial Strategies

Team Financial Strategies

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Chief Investment Officer
Abilene, TX, US
Employees:
11
Chad Hoes, Cima®, Cpm Work Experience Details
  • Team Financial Strategies
    Chief Investment Officer
    Team Financial Strategies
    Abilene, Tx, Us
  • The Texas Fund
    Fund Manager
    The Texas Fund Jul 2023 - Present
    Co-Portfolio Manager on The Texas Fund (BIGTX), a multi-cap equity fund that invests in Texas-based or Texas-focused companies.
  • Team Financial Strategies
    Chief Investment Officer
    Team Financial Strategies Jan 2023 - Present
    Abilene, Texas, United States
  • Monteagle Select Value Fund
    Fund Manager
    Monteagle Select Value Fund Jul 2010 - Jan 2023
    Co-Portfolio Manager on the Monteagle Select Value Fund (MVEIX), a large cap value equity fund that utilizes an ESG overlay. Developed a multi-point proprietary equity screener with a specific return-to-the-mean style of investing.
  • Parkway Advisors L.P.
    Chief Investment Officer
    Parkway Advisors L.P. Jun 2006 - Jan 2023
    Abilene, Tx
    Responsible for the oversight and management of all client portfolios. Lead and develop investment team. Research investment options and analyze specific requirements, guidelines, and objectives of client. Experience in multiple asset classes.
  • Monteagle Funds
    Analyst
    Monteagle Funds Jun 2006 - Jul 2010
    Analyst on the Monteagle Select Value Fund (MVEIX), a large cap value equity fund.
  • Larwel Industries Inc
    Business Administrator
    Larwel Industries Inc Dec 2004 - May 2006
    Responsible for inventory control, project timelines, and customer satisfaction.Assist in estimating for projects, maintain orderly office proceedings.Reduce overhead costs through advancement in office procedures.
  • Parkway Advisors L.P.
    Investment Analyst & Portfolio Manager
    Parkway Advisors L.P. Jan 2002 - Nov 2004
    Maintenance of Holdings (inventory) in worksheets, databases, specialized investment products. Assist and Provide support to Chief Investment Officer, as necessary. Create presentation and organization of performance/firm information. Create manuals regarding operations/specific policies and procedures.Update and maintain accurate information of security holdings in portfolios Assist in research of security purchasesOrganization and presentation of performance.

Chad Hoes, Cima®, Cpm Skills

Portfolio Management Asset Management Bloomberg Fixed Income Finance Microsoft Excel Insurance Investment Advisory Financial Services Equities Asset Managment Analysis Investment Management Asset Allocation Investment Strategies Microsoft Office Series 65 Budgets Relationship Cultivation Bloomberg Terminal Sungard's Iworks Visual Basic For Applications Excel Guru Excel Vba

Chad Hoes, Cima®, Cpm Education Details

Frequently Asked Questions about Chad Hoes, Cima®, Cpm

What company does Chad Hoes, Cima®, Cpm work for?

Chad Hoes, Cima®, Cpm works for Team Financial Strategies

What is Chad Hoes, Cima®, Cpm's role at the current company?

Chad Hoes, Cima®, Cpm's current role is Chief Investment Officer.

What is Chad Hoes, Cima®, Cpm's email address?

Chad Hoes, Cima®, Cpm's email address is ch****@****hoo.com

What is Chad Hoes, Cima®, Cpm's direct phone number?

Chad Hoes, Cima®, Cpm's direct phone number is +191543*****

What schools did Chad Hoes, Cima®, Cpm attend?

Chad Hoes, Cima®, Cpm attended Texas A&m University-Commerce, Hardin-Simmons University, University Of Chicago Booth School Of Business Executive Education, Loma.

What are some of Chad Hoes, Cima®, Cpm's interests?

Chad Hoes, Cima®, Cpm has interest in Triathlons, Finance, Budgets.

What skills is Chad Hoes, Cima®, Cpm known for?

Chad Hoes, Cima®, Cpm has skills like Portfolio Management, Asset Management, Bloomberg, Fixed Income, Finance, Microsoft Excel, Insurance, Investment Advisory, Financial Services, Equities, Asset Managment, Analysis.

Who are Chad Hoes, Cima®, Cpm's colleagues?

Chad Hoes, Cima®, Cpm's colleagues are Josh Donowho, Conner Ruffin, Jody Team, Cfp®, Isaac Towne, Stephanie Davis, Deeann Jarvis.

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