Bob Hoffman
Chief Investment Officer at J.W. Coons Advisors LLC
Profile
Mr. Robert J.
Hoffman, CFA MBA, is a Principal & Chief Investment Officer at J.W.
Coons Advisors LLC.
He directs the firm’s research and investment process.
He is Chairman of the Investment Policy Committee, portfolio manager, and provides asset-liability consultiing services to community banks.
Prior to joining the firm in 2005, Mr. Hoffman was Senior Vice President and Director of Balance Sheet Management for Huntington National Bank.
He previously was Director of Equity Research, Senior Vice President of Interest Rate Risk Management and Vice President of Derivative Hedging for the bank, where he helped build the bank’s derivative hedging capabilities.
He has worked in the financial services industry since 1985.
He holds a Bachelor of Science degree from the University of Illinois and has served as a guest lecturer for Capital University’s MBA program.
He is a CFA charter holder.
Bob Hoffman active positions
Companies | Position | Start |
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J.W. Coons Advisors LLC
J.W. Coons Advisors LLC Investment ManagersFinance J.W. Coons Advisors LLC (dba Coons Advisors) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Columbus, Ohio. Founded in 2003, Coons Advisors manages investment portfolios for individuals, families and charitable organizations. | Chief Investment Officer | 01/01/2005 |
Former positions of Bob Hoffman
Companies | Position | End |
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Huntington National Bank (Investment Management)
Huntington National Bank (Investment Management) Investment ManagersFinance Huntington National Bank (Investment Management) (HNB-IM) is an investment management division of Huntington National Bank, which is a wholly-owned subsidiary of Huntington Bancshares, Inc. (NASDAQ: HBAN). The firm was founded in 1866 and is headquartered in Columbus, Ohio. HNB-IM provides investment management and trust services to individuals and families who seek guidance in the management of their investment assets. | Corporate Officer/Principal | - |
Training of Bob Hoffman
University of Illinois | Undergraduate Degree |
Capital University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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J.W. Coons Advisors LLC
J.W. Coons Advisors LLC Investment ManagersFinance J.W. Coons Advisors LLC (dba Coons Advisors) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Columbus, Ohio. Founded in 2003, Coons Advisors manages investment portfolios for individuals, families and charitable organizations. | Finance |
Huntington National Bank (Investment Management)
Huntington National Bank (Investment Management) Investment ManagersFinance Huntington National Bank (Investment Management) (HNB-IM) is an investment management division of Huntington National Bank, which is a wholly-owned subsidiary of Huntington Bancshares, Inc. (NASDAQ: HBAN). The firm was founded in 1866 and is headquartered in Columbus, Ohio. HNB-IM provides investment management and trust services to individuals and families who seek guidance in the management of their investment assets. | Finance |
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