Joe Hooker, Cima®, Cfp®
About Joe Hooker, Cima®, Cfp®
Joe Hooker, Cima®, Cfp®, serves as the Regional Director at FS Investments, where he has worked since 2014. He has a background in investment management, having held positions at BlackRock and PNC, and he studied American Studies at Skidmore College.
Work at FS Investments
Joe Hooker has served as Regional Director at FS Investments since 2014. In this role, he oversees operations in the Greater DC/Baltimore Area, specifically focusing on the Mid-Atlantic region. His responsibilities include managing client relationships and developing investment strategies tailored to the needs of the firm's clientele.
Previous Experience at BlackRock
Before joining FS Investments, Joe Hooker worked at BlackRock as an Investment Management Associate from 2011 to 2014. His role involved supporting investment management processes and collaborating with teams to enhance client investment solutions. This experience contributed to his expertise in asset management.
Career at PNC and Lockwood Advisors
Joe Hooker began his career as an Investment Analyst/Trader I at PNC, where he worked for one year from 2006 to 2007. He then transitioned to Lockwood Advisors, Inc., serving as Regional Director for the Southeast Region from 2006 to 2011. In this position, he was responsible for business development and client engagement in the southeastern United States.
Education and Expertise
Joe Hooker studied at Malvern Preparatory School from 1994 to 1999 before attending Skidmore College. He earned a Bachelor of Arts degree in American Studies from Skidmore College, completing his studies from 1999 to 2003. His educational background supports his professional qualifications, including the CIMA® and CFP® designations.