Chad Brandon Hoes
Chief Investment Officer at J. Team Financial, Inc.
Profile
Mr. Chad B.
Hoes is a Chief Investment Officer at J.
Team Financial, Inc. He joined the firm in January 2023 and has over 20 years of investment experience that involves managing assets for various clientele, including insurance companies, trusts, corporations, mutual funds, individuals, pensions, 401-k, and foundations.
Mr. Hoes was previously employed as a Chief Investment Officer by Parkway Advisors LP and a Portfolio Manager by Parkway Advisors LP.
He holds a BBA in Finance from Hardin-Simmons University in Abilene, Texas and an MBA from Texas A&M in Commerce, Texas.
Chad Brandon Hoes active positions
| Companies | Position | Start |
|---|---|---|
J. Team Financial, Inc.
 J. Team Financial, Inc. Investment ManagersFinance J. Team Financial, Inc. (TFS) is a registered investment adviser founded in 2005. Headquartered in Abilene, Texas, TFS provides personalized confidential financial planning and investment management to individuals, investment companies, pension and profit sharing plans, trusts, estates, charitable organizations, registered investment companies and small businesses. | Chief Investment Officer | 01/01/2023 |
Former positions of Chad Brandon Hoes
| Companies | Position | End |
|---|---|---|
Parkway Advisors LP
 Parkway Advisors LP Investment ManagersFinance Parkway Advisors LP (Parkway) is a SEC-registered investment adviser headquartered in Abilene, Texas. The firm was founded in 2001 and is a direct subsidiary of Parkway Advisors Holdings, Inc., which is owned by Directors Investment Group, Inc. Parkway manages the assets of insurance companies as well as investment companies, pension plans, trusts, individuals, business entities and other institutions. | Chief Investment Officer | 01/01/2023 |
Parkway Advisors LP
Parkway Advisors LP Investment ManagersFinance Parkway Advisors LP (Parkway) is a SEC-registered investment adviser headquartered in Abilene, Texas. The firm was founded in 2001 and is a direct subsidiary of Parkway Advisors Holdings, Inc., which is owned by Directors Investment Group, Inc. Parkway manages the assets of insurance companies as well as investment companies, pension plans, trusts, individuals, business entities and other institutions. | Analyst-Equity | 30/11/2004 |
Training of Chad Brandon Hoes
| Hardin-Simmons University | Undergraduate Degree |
| Texas A&M 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 |
|---|---|
Parkway Advisors LP
Parkway Advisors LP Investment ManagersFinance Parkway Advisors LP (Parkway) is a SEC-registered investment adviser headquartered in Abilene, Texas. The firm was founded in 2001 and is a direct subsidiary of Parkway Advisors Holdings, Inc., which is owned by Directors Investment Group, Inc. Parkway manages the assets of insurance companies as well as investment companies, pension plans, trusts, individuals, business entities and other institutions. | Finance |
J. Team Financial, Inc.
J. Team Financial, Inc. Investment ManagersFinance J. Team Financial, Inc. (TFS) is a registered investment adviser founded in 2005. Headquartered in Abilene, Texas, TFS provides personalized confidential financial planning and investment management to individuals, investment companies, pension and profit sharing plans, trusts, estates, charitable organizations, registered investment companies and small businesses. | Finance |
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