SDH, Inc. is satisfied to announce that Paul Meeks has joined the firm at part of our Investment Selection Committee. Paul has been an Equity Analyst and Portfolio Manager since 1987 and for more than 20 years has special focus in tech stocks. While working with Merrill Lynch Investment Managers, he assembled the world's biggest tech mutual fund franchise incorporating six portfolios with about $8 billion in resources being managed. Paul is among CNBC's ten "Platinum Portfolio Managers".
Paul has a BA from Williams College and a MBA from Kellogg University, where he specialized in financial accounting and finance. He has been a certified Chartered Financial Analyst (CFA) since 1996. Meeks has been an instructor at three colleges since 2005. He also holds a position as adjunct finance faculty at Western Washington University. His energy for instruction additionally stretches out past the classroom, as he is Chair of the Finance Committee at Bellingham Technical College, where he and his significant other, Mary, center their altruistic giving.
Paul will assume a key role in the development and execution of two proprietary portfolios focusing on exploring opportunities particular to the Technology and Core sectors.
"I'm eager to offer our customers access to an expert and administrator of Paul's bore. He's the genuine article. I anticipate that him will assume a fundamental part in the proceeded with development and accomplishment of Sloy, Dahl and Holst." - Ron Sloy
About SDH Inc.
Sloy, Dahl and Holst, Inc. is a full service, registered, financial advisory firm. We specialize in Retirement Services and are devoted to our customers' monetary achievement. As a boutique venture house, we have the distinction of being one of the only fee only firms in Oregon. SDH has been chosen as part of the Financial Times Top 300 RIA Firms for two years running.