Founded by Fran Hoey, a former Vice President and Client Executive with Merrill Lynch, Hoey Investments is committed to providing personalized service through our excellent team.
Francis Hoey, President, CFM, CIMA®,CFP®
Founder and president, Fran Hoey, has been in the financial services industry since 1997. As a former Vice President and Client Executive, Fran spent his first decade in the industry with Merrill Lynch. After realizing the value and capabilities of an independent firm as a Registered Investment Advisor, he founded Hoey Investments in 2008. Fran has been a Certified Financial Planner since July 2003.
Kristen joined Hoey Investments in 2016. She has over 25 years experience in the investment industry, specifically oversight of back and mid office operations and compliance management.
Cindy joined Hoey Investments in 2019 and has worked in the business community for over 30 years. Cindy holds a Bachelor’s Degree in Marketing from the University of Cincinnati as well as a Master’s of Business Administration Degree from Xavier University.
Jordan joined Hoey Investments in 2019. He holds a Bachelor’s Degree in Finance from the Pennsylvania State University with an emphasis on valuation, securities analysis, and portfolio management.