Sloy, Dahl & Holst, Inc. has appointed a new Chief Investment Officer and Portfolio Manager.
Portland, OR - We are pleased to announce that Paul Meeks is joining the Sloy, Dahl & Holst team. He brings an abundance of experience to our Investment Selection Committee. With experience being a Portfolio Manager and Equity Analyst for over 20 years, Paul will be a valuable asset to our team. While working with Merrill Lynch Investment Managers, he created the world’s largest technology mutual fund franchise which included six portfolios with almost &8 billion in assets to manage. Mr. Meeks is one of CNBC’s top ten Platinum Portfolio Managers and has been featured on television and in print since 1995.
Paul has a BA from Williams College and a MM (MBA) from Kellogg, where he represented considerable authority in finance and financial accounting. He has been a Chartered Financial Analyst (CFA) since 1996. Meeks has instructed at three colleges since 2005, and he holds a position as subordinate fund staff at Western Washington University. His enthusiasm for instruction has also led him to be the Chair of the Finance Committee at Bellingham Technical College. There, he and his better half, Mary, center their magnanimous giving. Paul will assume a key part in the improvement and usage of two restrictive portfolios while committing to investigating openings particular to Technology and Core divisions. Ron Sloy said "I'm eager to offer our customers access to an expert and director of Paul's gauge. He's the genuine article. I anticipate that he will assume a basic part in the proceedings with development and accomplishment of Sloy, Dahl & Holst."
About Sloy, Dahl & Holst, Inc.
Sloy, Dahl & Holst, Inc. is an enrolled, full-benefit budgetary consultative firm having expertise in Retirement Services. We are committed to our customers' monetary accomplishment. As a boutique investment house, we have the qualification of being one of the first fee-only firms in Oregon and have been chosen as one of the Financial Times Top 300 RIA Firms two years in a row.