Portland, OR – Sloy, Dahl and Holst is excited to announce that Paul Meeks has joined the firm, bringing an abundance of experience to our Investment Selection Committee. Paul has been an Equity Analyst and Portfolio Manager since 1987 and for more than 20 years has represented considerable authority in tech stocks. While working with Merrill Lynch Investment Managers, he grew the world's biggest tech mutual fund franchise, incorporating six portfolios with about $8 billion in resources. He is among CNBC's ten "Platinum Portfolio Managers" and has been highlighted on air and in print since 1995.
Paul has a BA from Williams College and a MM (MBA) from Kellogg, where he focused his learning on finance and financial accounting. He has been a Chartered Financial Analyst (CFA) since 1996. Meeks has instructed at three colleges since 2005, and on top of his work for Sloy, Dahl and Holst, Inc. he holds a position as adjunct finance faculty at Western Washington University. His enthusiasm for instruction additionally reaches out past the classroom. Paul and his wife Mary focus their charitable giving at Bellingham Technical College. Mr. Meeks will play a key part in the advancement and execution of two proprietary portfolios committed to investigating opportunities in Technology and Core sectors. Ron Sloy, Sr. accomplice is quoted: "I'm eager to offer our customers access to an analyst and manager with Paul’s skill. He's the genuine article. I anticipate that he will assume a pivotal part in the continued growth and accomplishment of Sloy, Dahl and Holst."
About Sloy, Dahl and Holst, Inc. Sloy, Dahl and Holst, Inc. is a registered, full-service financial advisory firm focused on Retirement Services and a commitment to their customers' monetary accomplishment. As a boutique investment firm, they have the distinction of being one of the first fee only firms in Oregon. For two years the have been recognized in the Financial Times Top 300 RIA firms.