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Chad Hoes, CIMA®, CPM

Chad Hoes, CIMA®, CPM

Investment Analyst & Portfolio Manager

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location of Chad Hoes, CIMA®, CPMAbilene, Texas, United States

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  • Timeline

  • About me

    Chief Investment Officer at Team Financial

  • Education

    • LOMA

      -
      Fellow, Life Management Institute

      The FLMI designation is a globally recognized educational standard that indicates that those who have earned it understand the core products and operations of life insurance companies and comprehend the financial concepts that all insurance professionals frequently encounter. Established in 1932, the FLMI program is the world’s largest university-level education program in insurance and financial services, and has been awarded to more than 100,000 people worldwide.

    • Hardin-Simmons University

      1999 - 2002
      BBA Finance

      Activities and Societies: Member of Zeta Sigman Phi,

    • University of Chicago Booth School of Business Executive Education

      -
      CIMA® Education Program

    • Texas A&M University-Commerce

      2009 - 2012
      MBA Finance

  • Experience

    • Parkway Advisors L.P.

      Jan 2002 - Nov 2004
      Investment Analyst & Portfolio Manager

      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.

    • Larwel Industries Inc

      Dec 2004 - May 2006
      Business Administrator

      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.

    • Monteagle Funds

      Jun 2006 - Jul 2010
      Analyst

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

    • Parkway Advisors L.P.

      Jun 2006 - Jan 2023
      Chief Investment Officer

      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 Select Value Fund

      Jul 2010 - Jan 2023
      Fund Manager

      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.

    • Team Financial Strategies

      Jan 2023 - now
      Chief Investment Officer

    • The Texas Fund

      Jul 2023 - now
      Fund Manager

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

  • Licenses & Certifications

    • Certified Investment Management Analyst (CIMA)®

      Investments & Wealth Institute

    • Fellow, Life Management Institute (FLMI)

      LOMA

    • Chartered Portfolio Manager

      GAFM Global Academy of Finance and Management ®

  • Honors & Awards

    • Awarded to Chad Hoes, CIMA®, CPM
      Top 20 Under 40 Business Leader Award Abilene Reporter News Nov 2017 The 20 Under 40 Abilene Business Awards recognizes and honors our community’s up and coming business leaders. These individuals exemplify leadership in their careers, while actively participating in the community. Honorees are selected through a nomination by businesses and individuals in the community. A select panel of judges from our community critiques all applications, selecting this year’s 20 Under 40.

  • Volunteer Experience

    • FLMI Designee Advisory Group Panel Member

      Issued by LOMA
      LOMAAssociated with Chad Hoes, CIMA®, CPM

    • Campus Connect Mentor

      Issued by The Abilene Chamber of Commerce
      The Abilene Chamber of CommerceAssociated with Chad Hoes, CIMA®, CPM

    • Dean's Business Advisory Council

      Issued by HSU Kelly College of Business
      HSU Kelly College of BusinessAssociated with Chad Hoes, CIMA®, CPM

    • Men's Vision Team

      Issued by Beltway Park Church
      Beltway Park ChurchAssociated with Chad Hoes, CIMA®, CPM

    • Life Group Leader

      Issued by Beltway Park Church
      Beltway Park ChurchAssociated with Chad Hoes, CIMA®, CPM

    • Volunteer

      Issued by Beltway Park Church
      Beltway Park ChurchAssociated with Chad Hoes, CIMA®, CPM

    • Board Member

      Issued by Communities Of Abilene Federal Credit Union on Apr 2023
      Communities Of Abilene Federal Credit UnionAssociated with Chad Hoes, CIMA®, CPM

    • Board Member

      Issued by Abilene Firemen's Relief and Retirement Fund on Apr 2023
      Abilene Firemen's Relief and Retirement FundAssociated with Chad Hoes, CIMA®, CPM

    • Course Reviewer

      Issued by LOMA on Jan 2018
      LOMAAssociated with Chad Hoes, CIMA®, CPM

    • Steering Committee Member

      Issued by Abilene Young Professionals on Oct 2018
      Abilene Young ProfessionalsAssociated with Chad Hoes, CIMA®, CPM