Paul Meeks, CFA, CAIA's Email & Phone Number
Chief Investment Officer & Portfolio Manager - Investing, Tech & Sustainability Journalist, Evangelist & Instructor
Paul Meeks, CFA, CAIA Email Addresses
Paul Meeks, CFA, CAIA Phone Numbers
Paul Meeks, CFA, CAIA's Work Experience
Independent Solutions Wealth Management, LLC
Portfolio Manager
October 2018 to Present
Independent Solutions Wealth Management, LLC
Portfolio Manager and Investment Committee
October 2018 to Present
Wireless Fund (WIREX)
Lead Portfolio Manager
November 2018 to Present
Portfolio Manager, Growth and Sustainable Portfolios - Director, Separately Managed Accounts
March 2012 to December 2015
Meeks Consulting, LLC
Principal and Portfolio Manager
July 2007 to March 2012
NMH Advisors, LLC
Co-Founder and Portfolio Manager
January 2005 to July 2007
Meeks and York, LLC
Principal and Analyst
January 2002 to January 2005
Merrill Lynch Investment Managers
Managing Director - Senior Portfolio Manager
May 1998 to January 2002
Jurika & Voyles
Principal and Research Director
July 1994 to May 1998
Strong Funds
Equity Analyst
July 1992 to July 1994
Trinity Investment Management
Portfolio Manager and Western Region Institutional Sales
July 1987 to September 1990
Lindenmeyr Paper Corp.
Sales
July 1985 to July 1987
Independent Solutions Wealth Management, LLC
Portfolio Manager and Investment Committee Member
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Paul Meeks, CFA, CAIA's Education
Kellogg School of Management
January 1990 to January 1992
Williams College
January 1981 to January 1985
Northfield Mount Hermon
January 1977 to January 1981
Northwestern University - Kellogg School of Management
January 1990 to January 1992
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Frequently Asked Questions about Paul Meeks, CFA, CAIA
What is Paul Meeks phone number?
Paul Meeks phone number is 843-693-5845.
How to contact Paul Meeks?
If you want to call Paul Meeks try calling on 843-693-5845.
What company does Paul Meeks, CFA, CAIA work for?
Paul Meeks, CFA, CAIA works for Independent Solutions Wealth Management, LLC
What is Paul Meeks, CFA, CAIA's role at Independent Solutions Wealth Management, LLC?
Paul Meeks, CFA, CAIA is Portfolio Manager
What is Paul Meeks, CFA, CAIA's personal email address?
Paul Meeks, CFA, CAIA's personal email address is pa****[email protected]
What is Paul Meeks, CFA, CAIA's business email address?
Paul Meeks, CFA, CAIA's business email address is paul.meeks,cfa,caia@***.***
What industry does Paul Meeks, CFA, CAIA work in?
Paul Meeks, CFA, CAIA works in the Investment Management industry.
Paul Meeks, CFA, CAIA Email Addresses
Paul Meeks, CFA, CAIA Phone Numbers
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Paul Meeks, CFA, CAIA's Ranking
Ranked #160 out of 3,193 for Portfolio Manager in South Carolina
Paul Meeks, CFA, CAIA's Personality Type
Extraversion (E), Intuition (N), Feeling (F), Judging (J)
Average Tenure
2 year(s), 0 month(s)
Paul Meeks, CFA, CAIA's Willingness to Change Jobs
Unlikely
Likely
Open to opportunity?
There's 92% chance that Paul Meeks, CFA, CAIA is seeking for new opportunities
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Paul Meeks, CFA, CAIA's Social Media Links
/in/paulmeeks