Paul Kevin Steenblik
Mitglied des Investmentausschusses bei Pinkerton Retirement Specialists LLC
Profil
Mr. Paul K.
Steenblik, CFA MBA, is Senior Vice President & Wealth Advisor at Pinkerton Retirement Specialists LLC.
He develops investment portfolios and comprehensive financial plans for individuals and families, and serves on the PRS Investment Committee specializing in active and indexing portfolio management strategies utilizing one of the company’s primary and exclusive investment research relationships, Callan Associates.
With an extensive background in financial analysis, he has been a part of the Spokane business community for over 20 years, beginning with his service as Vice President/Treasurer of the private equity firm, Pentzer Corporation, and as a longtime board member of the CFA Society of Spokane, serving twice as President of that organization.
In 2006, Paul joined the Spokane wealth management firm Abridge Partners that merged with PRS in 2014.
He earned his MBA from Brigham Young University, the Chartered Financial Analyst designation in 1994, and the Certified Financial Planner credential in 2009.
Aktive Positionen von Paul Kevin Steenblik
Unternehmen | Position | Beginn |
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Pinkerton Retirement Specialists LLC
Pinkerton Retirement Specialists LLC Investment ManagersFinance Pinkerton Retirement Specialists LLC (PRS) is a registered investment advisor and wealth management firm headquartered in Coeur d'Alene, Idaho. The firm was founded by Dan Pinkerton in 1987 and is a subsidiary of Pinkerton Investments, Inc. PRS offers investment advisory services for individual clients, high net worth families, foundations, endowments, pension and profit-sharing plans, corporations, and institutional investors. | Mitglied des Investmentausschusses | - |
Ausbildung von Paul Kevin Steenblik
Brigham Young University | Masters Business Admin |
University of Utah | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
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Private Unternehmen | 1 |
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Pinkerton Retirement Specialists LLC
Pinkerton Retirement Specialists LLC Investment ManagersFinance Pinkerton Retirement Specialists LLC (PRS) is a registered investment advisor and wealth management firm headquartered in Coeur d'Alene, Idaho. The firm was founded by Dan Pinkerton in 1987 and is a subsidiary of Pinkerton Investments, Inc. PRS offers investment advisory services for individual clients, high net worth families, foundations, endowments, pension and profit-sharing plans, corporations, and institutional investors. | Finance |