Sloy, Dahl & Holst, Inc. Appoints new Chief Investment Officer and Portfolio Manager
Portland, OR – Sloy, Dahl & Holst, Inc. (www.sdh-inc.com) is pleased to announce that Paul Meeks has joined the firm bringing a wealth of experience to our Investment Selection Committee. Paul has been an Equity Analyst and Portfolio Manager since 1987 and for over 20 years has specialized in technology stocks. While working with Merrill Lynch Investment Managers, he built the world’s largest technology mutual fund franchise including six portfolios with nearly $8 billion in assets under management. He is among CNBC’s ten “Platinum Portfolio Managers” and has been featured on air and in print since 1995.
Paul has a BA from Williams College and an MM (MBA) from Kellogg, where he specialized in finance and financial accounting. He has been a Chartered Financial Analyst (CFA) since 1996. Meeks has taught at three universities since 2005, and in addition to his work for Sloy, Dahl & Holst, Inc. he retains a position as adjunct finance faculty at Western Washington University. His passion for education also extends beyond the classroom and he is Chair of the Finance Committee at Bellingham Technical College, where he and his wife, Mary, focus their charitable giving.
Paul will play a key role in the development and implementation of two proprietary portfolios dedicating to exploring opportunities specific to Technology and Core sectors. Ron Sloy, Sr. partner said “I’m excited to offer our clients access to an analyst and manager of Paul’s caliber. He’s the real deal. I expect him to play an integral role in the continued growth and success of Sloy, Dahl & Holst.”
About Sloy, Dahl & Holst, Inc.
Sloy, Dahl & Holst, Inc. is a registered, full-service financial advisory firm specializing in Retirement Services and dedicated to their clients’ financial achievement. As a boutique investment house, they have the distinction of being one of the first fee-only firms in Oregon and have been selected to the Financial Times Top 300 RIA Firms two years running. More information on the company’s achievements and services is available at:
Sloy, Dahl & Holst, Inc.
Shantel Sloy, Public Relations