Chad Hoes, Cima®, Cpm
AeroLeads people directory · profile

Chad Hoes, Cima®, Cpm Email & Phone Number

Chief Investment Officer at Team Financial Strategies
Location: Abilene, Texas, United States 8 work roles 4 schools
1 work email found @teamstrategiesonline.com 1 phone found area 915 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email c****@teamstrategiesonline.com
Direct phone (915) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Team Financial Strategies
Role
Chief Investment Officer
Location
Abilene, Texas, United States
Company size
11 employees

Who is Chad Hoes, Cima®, Cpm? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Chad Hoes, Cima®, Cpm is listed as Chief Investment Officer at Team Financial Strategies, a with 11 employees, based in Abilene, Texas, United States. AeroLeads shows a work email signal at teamstrategiesonline.com, phone signal with area code 915, and a matched LinkedIn profile for Chad Hoes, Cima®, Cpm.

Chad Hoes, Cima®, Cpm previously worked as Fund Manager at The Texas Fund and Fund Manager at Monteagle Select Value Fund. Chad Hoes, Cima®, Cpm holds Mba, Finance from Texas A&M University-Commerce.

Company email context

Email format at Team Financial Strategies

This section adds company-level context without repeating Chad Hoes, Cima®, Cpm's masked contact details.

{first}@teamstrategiesonline.com
89% confidence

AeroLeads found 1 current-domain work email signal for Chad Hoes, Cima®, Cpm. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

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.

Listed skills include Portfolio Management, Asset Management, Bloomberg, Fixed Income, and 20 others.

Current workplace

Chad Hoes, Cima®, Cpm's current company

Company context helps verify the profile and gives searchers a useful next step.

Team Financial Strategies
Team Financial Strategies
Chief Investment Officer
Abilene, TX, US
Website
teamstrategiesonline.com
Employees
11
AeroLeads page
Company profile
View company profile Email format
8 roles

Chad Hoes, Cima®, Cpm work experience

A career timeline built from the work history available for this profile.

Fund Manager

Current
The Texas Fund

Co-Portfolio Manager on The Texas Fund (BIGTX), a multi-cap equity fund that invests in Texas-based or Texas-focused companies.

Jul 2023 - Present

Fund Manager

Monteagle Select Value Fund

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.

Jul 2010 - Jan 2023

Chief Investment Officer

Parkway Advisors L.P.

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.

Jun 2006 - Jan 2023

Analyst

Monteagle Funds

Analyst on the Monteagle Select Value Fund (MVEIX), a large cap value equity fund.

Jun 2006 - Jul 2010

Business Administrator

Larwel Industries Inc

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.

Dec 2004 - May 2006

Investment Analyst & Portfolio Manager

Parkway Advisors L.P.

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.

Jan 2002 - Nov 2004
Team & coworkers

Colleagues at Team Financial Strategies

Other employees you can reach at teamstrategiesonline.com. View company contacts for 11 employees →

JT Jody Team, Cfp® Jody Team, Cfp® Colleague at Team Financial StrategiesAbilene, Texas, United States View → CR Conner Ruffin Conner Ruffin Colleague at Team Financial StrategiesAbilene, Texas, United States View → DJ Deeann Jarvis Deeann Jarvis Colleague at Team Financial StrategiesFlower Mound, Texas, United States View → SD Stephanie Davis Stephanie Davis Colleague at Team Financial StrategiesAbilene, Texas, United States View → IT Isaac Towne Isaac Towne Colleague at Team Financial StrategiesDallas-Fort Worth Metroplex, United States View → JD Josh Donowho Josh Donowho Colleague at Team Financial StrategiesAbilene, Texas, United States View →
4 education records

Chad Hoes, Cima®, Cpm education

Fellow, Life Management Institute

Loma

The FLMI designation is a globally recognized educational standard that indicates that those who have earned it understand the core.

FAQ

Frequently asked questions about Chad Hoes, Cima®, Cpm

Quick answers generated from the profile data available on this page.

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 Team Financial Strategies?

Chad Hoes, Cima®, Cpm is listed as Chief Investment Officer at Team Financial Strategies.

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

AeroLeads has found 1 work email signal at @teamstrategiesonline.com for Chad Hoes, Cima®, Cpm at Team Financial Strategies.

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

AeroLeads has found 1 phone signal(s) with area code 915 for Chad Hoes, Cima®, Cpm at Team Financial Strategies.

Where is Chad Hoes, Cima®, Cpm based?

Chad Hoes, Cima®, Cpm is based in Abilene, Texas, United States while working with Team Financial Strategies.

What companies has Chad Hoes, Cima®, Cpm worked for?

Chad Hoes, Cima®, Cpm has worked for Team Financial Strategies, The Texas Fund, Monteagle Select Value Fund, Parkway Advisors L.P., and Monteagle Funds.

Who are Chad Hoes, Cima®, Cpm's colleagues at Team Financial Strategies?

Chad Hoes, Cima®, Cpm's colleagues at Team Financial Strategies include Jody Team, Cfp®, Conner Ruffin, Deeann Jarvis, Stephanie Davis, and Isaac Towne.

How can I contact Chad Hoes, Cima®, Cpm?

You can use AeroLeads to view verified contact signals for Chad Hoes, Cima®, Cpm at Team Financial Strategies, including work email, phone, and LinkedIn data when available.

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

Chad Hoes, Cima®, Cpm holds Mba, Finance from Texas A&M University-Commerce.

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

Chad Hoes, Cima®, Cpm is listed with skills including Portfolio Management, Asset Management, Bloomberg, Fixed Income, Finance, Microsoft Excel, Insurance, and Investment Advisory.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.