Julian G. (Chip) Hunt, Jr., AIF®
Chip is a Principal and Co-founder of the firm.
He is an Accredited Investment Fiduciary (AIF) from The Center for Fiduciary Studies in association with the University of Pittsburgh Joseph M. Katz Graduate School of Business. The Center provides the investment industry the first full-time training and research facility focused exclusively on investment fiduciary responsibility and portfolio management.
Chip brings 29 years of experience in the qualified retirement services business. He began his career by joining his family-owned actuarial services and employee benefits consulting firm.
After a bank acquired his family’s firm, Chip continued to serve the bank’s management team by facilitating and coordinating the merger of services between the two organizations. This first-hand experience broadened his insight into the large institutional service delivery mind-set and sharpened his perspective on two very different client service delivery models within the retirement services marketplace.
It is the culmination of these experiences that eventually led to his vision for the founding of PrimeTRUST Advisors.
In an effort to stay current as well as contribute to the retirement plans industry, Chip is a member of the following associations:
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American Society of Pension Practitioners and Actuaries
www.asppa.org
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Archibald (Chip) Hardy, IV, AIF®
Chip is a Principal and Co-founder of the firm.
He is also an Accredited Investment Fiduciary (AIF) from The Center for Fiduciary Studies as mentioned above.
Chip began his financial services career in 1989 as a commercial relationship manager with C&S Bank of SC, now part of Bank of America.
In 1999 Chip joined the Institutional Trust division of BB&T of SC. Here he focused his energies on retirement plans, asset management, and corporate trust.
His employee benefit experience includes money management, administration, trustee, actuarial, plan design & investment advisory services for qualified retirement plans; as well as employee communications.
Subsequently, Chip joined American Pensions, Inc. as the Senior Vice President. He was responsible for Sales and Marketing of their independent registered investment advisory and retirement plan administrative and record keeping services.
It is the culmination of these experiences that has lead to the formation of PrimeTRUST Advisors. Chip has over 21 years of financial services experience.
In an effort to stay current as well as contribute to the retirement plans industry, Chip is a member of the following associations:
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American Society of Pension Practitioners and Actuaries
www.asppa.org
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Jason M. Hoody, CFA®
Jason is the Chief Investment Strategist for the Firm.
Jason earned the right to use the Chartered Financial Analyst® (CFA) designation in 2007 and is currently a member of the CFA Institute. Since it was first introduced in 1963, the CFA designation has become the most respected and recognized investment credential in the world. The CFA Institute’s mission is to lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.
Prior to joining the firm Jason worked for a registered investment advisor (RIA) where he was responsible for investment research, which consisted of designing asset-liability management strategies and designing and implementing investment manager search and selection processes. Jason also worked in public accounting where he was responsible for providing valuation consulting services to Fortune 500 and closely-held clients.
Jason attended Johns Hopkins University where he earned a Masters degree in Finance with a concentration in Investments and American University where he earned a Masters degree in International Affairs with a concentration in International Economic Policy.