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 39 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 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
Joseph "Bo" Hurley, CFP®
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
Morgan Pierce Parker
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
Morgan White, CPA
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
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
Peter Hurley joined Chi-Rho as a Financial Analyst in August 2019. Prior to joining Chi-Rho, Peter was an Associate at Arsenal Capital Partners, a New York based private equity firm with approximately $5 billion of capital under management focusing on Specialty Industrials and Healthcare control investments. Prior to Arsenal, Peter worked as an investment banking Analyst at Citigroup in New York. He earned a Bachelor of Business Administration in Finance from the University of Georgia.
Contact: 678-731-0032 ext. 706