Phillip H. Hooks, Cfa Email and Phone Number
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Experienced Fixed Income Analyst with a demonstrated history of working in the asset management industry, primarily focused on municipal bonds. Skilled in fundamental credit analysis, portfolio management and risk adjusted relative value investing with a history of working with both mutual funds and SMA accounts. I have a BS focused in Finance from the University of Florida and am a CFA charter holder.
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Portfolio ManagerSeix Investment AdvisorsOrlando, Fl, Us
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Portfolio ManagerSeix Investment Advisors A Division Of Virtus Fixed Income Advisors Llc Jan 2024 - PresentOrlando, Florida, United States
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Director Tax Exempt ResearchInvestment Management Firm 2017 - Mar 2024● Primary funds included Virtus/Seix Investment Grade Tax-Exempt Bond Fund (STTBX), Virtus/Seix High Grade Municipal Bond Fund (SCFTX), Virtus/Seix Short-Term Municipal Bond Fund (CMDTX), Virtus/Seix North Carolina Tax-Exempt Bond Fund (SNCIX) and Virtus /Seix Virginia Intermediate Municipal Bond Fund (CRVTX), all rated 3 or 4 stars by Morningstar.● Bond coverage included a variety of credits ranging from state/local GO, dedicated tax, airports, toll roads, ports, public utilities, ethanol/alternative fuel, water/sewer authorities, industrial revenue, real estate/TIF, tobacco, Native American gaming and CCRC/hospital bonds.● Reviews focused not only on creditworthiness, but also on relative value to help portfolio managers evaluate spreads in the context of credit sector and internal ratings.● Mentored current PM in his transition to research staff, working to increase his competency in basic credit analysis● Wrote pieces for distribution to clients on current market events and news items● Participated in quarterly client reviews communicating our current credit strategies and general market thoughts● Assisted sales staff with meetings and presentations to prospective clients explaining strategy, results and credit procedures.
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Vice President Tax Exempt Credit ResearchInvestment Management Firm Oct 2009 - Mar 2024Orlando, Florida Area• Started research group covering $3 billion total municipal holdings.• Was the sole analyst responsible for covering all municipal holdings regardless of sector or rating.• Led implementation of risk and control procedures including client holdings guidelines and credit limitation policies.• Initiated coverage of all holdings generating initial credit reviews, opinions and internal ratings assessments.• Participated in quarterly reviews with clients presenting updated credit outlook.• Participated in sales visits with prospective clients to explain management strategy and credit procedures.
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Tax Exempt Credit AnalystEvergreen Investments Mar 2005 - Oct 2009Charlotte, North Carolina Area• Lead analyst on two public funds: $1.5 billion Evergreen National Fund (EKEYX) and $225 million Evergreen California Fund (EOCIX).• Bond coverage included a variety of credits ranging from state and local GO, dedicated tax, airports/airlines, public utilities, ethanol/alternative fuel, water/sewer authorities, corporate industrial revenue, real estate/TIF, tobacco, and hospital bonds.• Analyzed credit factors of municipal bond issuers to determine overall credit worthiness and relative value in the market.• Performed detailed financial analyses on financial statements of issuers with special regard to ration calculations and comparisons to similarly rated issuers.• Presented credit reviews to credit committee and to portfolio managers for strategic and relative value buying decisions.• Designed relative value spread and credit metric tracking tools providing portfolio managers with a more complete understanding of portfolio risks and opportunities. -
Staff AuditorWachovia, A Wells Fargo Company Jun 2003 - Mar 2005Charlotte, North Carolina Area• Evaluated risk and control processes to provide assurance to management that controls are working effectively.• Designed and recommended action plans to improve business processes and minimize operation risk.• Participated in projects to review business unit strategic plans, assess internal controls, and investigate the ability of business units to execute their business plans at acceptable risk levels.• Projects assignments included work on: Customized Fixed Income=Portfolio Management and Compliance, Wachovia Mortgage Secondary Marketing Mortgage Pipeline Hedging, Brokerage Operations, Retail Fixed Income Trading, Municipal Bond Underwriting and MSRB Regulatory Reporting.
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Frequently Asked Questions about Phillip H. Hooks, Cfa
What company does Phillip H. Hooks, Cfa work for?
Phillip H. Hooks, Cfa works for Seix Investment Advisors
What is Phillip H. Hooks, Cfa's role at the current company?
Phillip H. Hooks, Cfa's current role is Portfolio Manager.
What is Phillip H. Hooks, Cfa's email address?
Phillip H. Hooks, Cfa's email address is ph****@****nts.com
What is Phillip H. Hooks, Cfa's direct phone number?
Phillip H. Hooks, Cfa's direct phone number is +132169*****
What schools did Phillip H. Hooks, Cfa attend?
Phillip H. Hooks, Cfa attended University Of Florida, University Of Florida - Warrington College Of Business.
What are some of Phillip H. Hooks, Cfa's interests?
Phillip H. Hooks, Cfa has interest in Children, Cooking, Medicine, Exercise, Electronics, Economic Empowerment, Civil Rights And Social Action, Home Improvement, Reading, Crafts.
What skills is Phillip H. Hooks, Cfa known for?
Phillip H. Hooks, Cfa has skills like Portfolio Management, Fixed Income, Financial Analysis, Financial Risk, Hedge Funds, Bonds, Internal Audit, Credit, Mutual Funds, Bloomberg, Financial Modeling, Economics.
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