Paul Meeks is a highly qualified expert, working in Amplify main office of which is in 311. on the position of Director, Investments from 2019. This expert has earned professional experience in more than 14 positions at different companies. Paul Meeks went to the J.l. Kellogg Graduate School of Management and received education from 1990 to 1992. This expert has these professional qualifications: Chartered Financial Analyst (Cfa) and Cfa Institute. Bellingham, Washington is the area, where the professional was lastly known to be living. This professional's phone and email are accessed through SoftwareOfficial on demand.
Name variants:
Pauly Meeks,
Pablo Meeks
Last updated Jun 13, 2024
Contact Information
Last Update
Jul 3, 2022
Email
pa**@sdh-inc.com, pm**@gmail.com, pa**@winsorsouth.com
Location
Bellingham, WA
Company
Workplace
Colleagues
Work History
Director, Investments
55 Washington St, Brooklyn, NY 11201
Manage public & private equities.
from Aug 2019
Portfolio Manager and Investment Committee Member
305 Spindrift Dr, Williamsville, NY 14221
Manage separate accounts in all domestic & foreign asset classes using actively-managed portfolios & exchange-traded funds. The former include proprietary equity strategies including Tech & ...
from Oct 2018
Lead Portfolio Manager
Lead portfolio manager for Wireless Fund, a mutual fund investing in public tech stocks. See https://www.wirexfund.com/.
from Oct 2018
Finance and Accounting Instructor
516 High St, Bellingham, WA 98225
In College of Business and Economics, teach Personal Finance, Investments, and Sustainable Accounting. Have taught at three universities since 2005.
Jun 1, 2015 — Aug 2019
Portfolio Manager, Sextant Growth and Saturna Sustainable Equity Funds - Dir, Separately Managed Accts
1300 north State St, Bellingham, WA 98225
Portfolio Manager and Director, Separately Managed Accounts at Saturna Capital in Bellingham, WA. Saturna manages over $3 billion in equity portfolios including the Amana and Sextant mutual ...
Mar 2012 — Dec 2015
Principal and Portfolio Manager
Managed equity portfolios for two family offices.
Mergers and acquisition analysis for private consumer finance company.
Investor relations for publicly-traded alternative energy firms.
...
Jul 2007 — Mar 2012
Co-Founder and Portfolio Manager
Co-founded and managed domestic and offshore hedge funds focused on small-capitalization stocks. Frequently appeared in financial media.
Jan 2005 — Jul 2007
Principal and Analyst
Advised long-only & hedge fund portfolio managers on stock selection.
Jan 2002 — Jan 2005
Managing Director - Senior Portfolio Manager
55 east 52Nd St, New York, NY 10055
Meeks started and managed six technology-focused mutual funds for Merrill Lynch clients. Total assets under management grew to over $7 billion. In new fund offering "roadshows" around the wo...
May 1998 — Jan 2002
Principal and Research Director
Oakland, CA
Responsible for recommending and monitoring over $1 billion in technology stocks. Managed ten-person equity research team. Named partner. Jurika & Voyles was sold to The New England Investme...
Jul 1994 — May 1998
Equity Analyst
Responsible for recommending and monitoring technology stocks for mututal funds. Raised $100 million from institutions and wealthy individuals.
Jul 1992 — Jul 1994
Portfoio Manager and Western Region Institutional Sales
Managed seven institutional equity portfolios with $300 million in total assets. Solicited instituional clients and their financial intermediaries west of the Mississippi.
Jul 1987 — Sep 1990
Sales
315 Creston Ave, Kalamazoo, MI 49001
One year sales training. One year selling to commercial printers in New York City.
Jul 1985 — Jul 1987
Education
1990 — 1992
1990 — 1992
1981 — 1985
1977 — 1981
1977 — 1981
upto
Occupations
Executive
Director
Professor
Instructor
Pedagogue
Operations Manager
Skills
Technology Evangelist
Technology Media
Financial Media
Public Speaking
Portfolio Management
Leadership
Public Relations
Equity Research and Portfolio Management
Sales
Hedge Funds
Analyst Relations
Investor Relations
Mobile Technology
Internet of Things
Account Management
Cloud Computing
Big Data Analytics
Adjunct Finance Professor
Internal and External Communications
High Net Worth Donors and Investors
Non Profit Fundraising
American History Through Reconstruction
Sports Coaching
Management
FAQs about Paul Meeks
What is the profession of Paul Meeks?
This professional's job is Director, Investments
What are the main profession of Paul Meeks?
These person's professions are Executive and Director
Where does Paul Meeks live?
Bellingham, Washington is the place where Paul Meeks currently lives
What is the professional's email?
The professional's email is pa**@sdh-inc.com and pm**@gmail.com.
Where did Paul Meeks work?
Paul Meeks worked at Amplify, Independent Solutions Wealth Management, Llc.
Where has Paul Meeks studied?
Paul studied at the J.l. Kellogg Graduate School of Management from 1990 to 1992.
What are the certifications of Paul Meeks?
The professional received the following certifications: Chartered Financial Analyst (Cfa) and Cfa Institute.
What languages does Paul Meeks speak?
Paul Meeks speaks English.