Chad B. Hoes

Mr. Hoes’ investment experience is enriched with over 18 years of dedicated focus on insurance portfolios. He has a detailed understanding of investment impacts on the statutory financials of an insurer. As CIO, Mr. Hoes is responsible for the oversight and management of all insurance portfolios. His expertise lies in analyzing and investing insurance assets based upon an overall total book yield approach and structuring portfolios to optimize the relationship between assets and the specific products of each client. Moreover, he grasps true insurer diversification as it relates to surplus/unassigned funds. Mr. Hoes has a proficient understanding of credit analysis for various securities in addition to being versed in cash flow modeling and testing on various portfolios.

Mr. Hoes is a graduate of Hardin-Simmons University in Abilene, Texas with a Bachelor of Business Administration degree in Finance and holds a Masters of Business Administration from Texas A&M in Commerce, Texas. He is also a Fellow in the Life Management Institute (FLMI), an insurance-specific program designed for the insurance and financial services industry. Mr. Hoes truly enjoys being able to serve clients as he works diligently to structure the best possible portfolio for each client based on their unique needs. He is continually researching and learning more about insurers and Parkway’s ability to offer services and results that best match each insurer’s specific desires. Mr. Hoes is also a Registered Investment Advisory Representative.