CJ Weems

CJ Weems is an Investment Operations Analyst at Parkway Advisors. CJ performs a variety of tasks to support the investment team, some of which include cash reconciliations for clients, monitoring equity holdings and allocations, and providing further research and analysis where needed. He also assists the team through back-office operations including confirming proper settlement of trades, generating quarterly ALM and Watchlist reports, and monitoring investment plan compliance. CJ is a graduate of Abilene Christian University with a Bachelor of Business Administration in Finance. He was a member of the university’s Student Managed Equity Fund team. This experience gave him a firsthand look into money management and allowed him to develop various skills.