Meet the Team


Joe B. Hurley IV  - Image

Joe B. Hurley IV

President and CIO

Joe Hurley founded Chi-Rho Financial in January 2000 and its predecessor, Chi-Rho Trading Company (a registered Commodity Trading Advisor-CTA) in 1994. Prior to founding Chi-Rho Financial, Mr. Hurley traded S&P 500 futures and options for the public as a CTA and maintained two unaffiliated trading partnerships with local traders on the Chicago Board of Options Exchange-CBOE. Prior to that he served as the Head-Trader for Austin Calvert & Flavin, a Texas-based asset management firm and their hedge fund, Encino Partners. From 1981 through 1992, Mr. Hurley worked for various member firms hedging corporate currency liabilities, trading volatility and option pricing, as well as institutional fixed income sales. Mr. Hurley’s experience in investing and managing capital in hedge funds exceeds 25 years and he has been continuously licensed with the NASD/FINRA and SEC for over 36 years.

Mr. Hurley is the Chief Investment Officer on the Chi-Rho Investment Committee and is responsible for managing the overall portfolios.  He works closely with the Chi-Rho analysts, the underlying managers and other professional traders to source ideas and strategy.  Mr. Hurley holds a Bachelor of Arts degree from Furman University and is very active with his family and various Christian ministries.

Contact: 678-731-0032 ext. 701

Steve Smith - Image

Steve Smith

CFO

Steve Smith joined Chi-Rho as CFO in 2001. Steve is responsible for the accounting and financial management for the general partner and investment funds. Additionally, he is oversees production of all client performance reporting. Prior to joining Chi-Rho, Steve spent 17 years in mergers, acquisitions and private equity investing. Steve holds a B.I.E. in Industrial & Systems Engineering from Georgia Tech and an MBA in Finance from the University of North Carolina at Chapel Hill.

Contact: 678-731-0032 ext. 702

steve@chirhollc.com

Bo Hurley - Image

Bo Hurley

VP and Director of Marketing

Bo Hurley joined Chi-Rho as the Associate Director of Marketing in September 2009 and was promoted to the VP and Director of Marketing in December 2010. Bo is responsible for facilitating communications between Chi-Rho, our various managers, and investors. Bo works closely with each member of the Chi-Rho team to ensure that each of our investors receive current and timely updates on our managers. Prior to joining Chi-Rho, Bo worked as an Account Manager at Ink Publishing and Katz Media Group in Atlanta. He holds a Bachelor’s of Business Administration in Marketing from the University of Georgia.

Contact: 678-731-0032 ext. 705

bo@chirhollc.com

Radford Aldridge - Image

Radford Aldridge

Director of Research

Radford Aldridge joined Chi-Rho in June 2011 as an Analyst and was promoted to the Co-Director of Research in April 2015. Radford leads the team responsible for prospective and on-going manager due diligence as well as portfolio construction across Chi-Rho’s 4 fund of funds. Radford leads the quantitative analytics, attribution and portfolio construction aspects of the research process. Prior to joining Chi-Rho, he interned at Wells Fargo where he assisted a team of Financial Advisors with client development and portfolio analysis. Radford graduated from Wake Forest University with a Bachelor’s degree in Economics and a minor in Entrepreneurship and Social Enterprises.

Contact: 678-731-0032 ext. 703

radford@chirhollc.com

Morgan Pierce - Image

Morgan Pierce

Director of Investor Relations

Morgan Pierce joined Chi-Rho as an Investor Relations Associate in September 2014. Morgan is responsible for coordinating with accounting, operations and compliance teams on investor transactions and investor communications. She is also a member of the Compliance Committee and Business Development Committee. Prior to joining Chi-Rho, Morgan worked at the Walt Disney Company in Guest Relations and VIP Tours, and as a Teaching Assistant in the department of Economics at University of Central Florida. She earned a Bachelor of Science degree in Economics and a Masters of Business Administration from the University of Central Florida.

Contact: 678-731-0032 ext. 712

mpierce@chirhollc.com

Morgan White, CPA - Image

Morgan White, CPA

Accounting Manager

Morgan White joined Chi-Rho as Accounting Manager in April 2017.  Morgan assists with accounting for the four hedge fund of funds managed by Chi-Rho and is responsible for the preparation of the annual financial statements.  Prior to joining Chi-Rho, Morgan worked in public accounting for PricewaterhouseCoopers, LLP.  Morgan holds a Bachelors degree from Harding University in accounting and is a Certified Public Accountant.

Contact: 678-731-0032 ext. 711

mwhite@chirhollc.com

Annie Tewkesbury - Image

Annie Tewkesbury

Analyst

Annie Tewkesbury joined Chi-Rho as a Financial Analyst in June 2016. She earned a Bachelor of Arts degree in Economics with a minor in Financial Economics from Vanderbilt University. She has previous experience in wealth management as well as equity research, along with undergraduate experience as a tutor for the Vanderbilt Athletic Department in a variety of subjects.

Contact: 678-731-0032 ext. 706

annie@chirhollc.com

Josh Beals - Image

Josh Beals

Analyst

Josh Beals joined Chi-Rho as a Financial Analyst in June of 2017. He earned a Bachelor of Science degree in Business Administration with a Concentration in Finance from the Kenan-Flagler Business School at the University of North Carolina – Chapel Hill. Josh also completed the necessary coursework for a double major in Political Science. Prior to joining Chi-Rho, he interned at a single-family office where he gained experience across a variety of asset classes, with a focus on hedge funds.  

Contact: 678-731-0032 ext. 713

josh@chirhollc.com

Stephanie Tucker - Image

Stephanie Tucker

Executive Assistant to the President

Stephanie joined Chi-Rho as the Executive Assistant to President Joe Hurley in May of 2017. Stephanie is tasked with continuing to ensure efficiency in office operations and effective communication from the office of the president. She works directly alongside Joe Hurley in assisting him with his daily tasks and taking excellent care of prospective and existing clients. Stephanie is a native Georgian who obtained a degree in Communications from Oglethorpe University. Prior to joining Chi-Rho, she worked in project coordination, human resources, customer service and state strategy in the education field. Previous professional pairings include the College Board, Jacobs Engineering, Metropolitan Life Insurance Company and Mindbank Consulting Group. 

Contact: 678-731-0032 ext. 708

stephanie@chirhollc.com