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Paul Kevin Steenblik
Membre du Comité d'Investissement chez
Pinkerton Retirement Specialists LLC
Profil
Mr. Paul K.
Steenblik, CFA MBA, is a Senior Vice President & Wealth Advisor at Pinkerton Wealth 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.
Postes actifs de Paul Kevin Steenblik
| Sociétés | Poste | Début |
|---|---|---|
Pinkerton Retirement Specialists LLC
 Pinkerton Retirement Specialists LLC Investment ManagersFinance Pinkerton Retirement Specialists offers a customized and individualized investment program for clients. A specific asset allocation strategy is crafted to focus on the specific client’s goals and objectives. The firm will typically construct each client’s account holdings using, but not necessarily limited to, no-load mutual funds, funds at NAV, equity positions, fixed income positions, alternative investments, municipal securities and US government securities. | Membre du Comité d'Investissement | - |
Formation de Paul Kevin Steenblik
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
87
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
University of Utah
 University of Utah Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Brigham Young University
 Brigham Young University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Pinkerton Retirement Specialists LLC
Pinkerton Retirement Specialists LLC Investment ManagersFinance Pinkerton Retirement Specialists offers a customized and individualized investment program for clients. A specific asset allocation strategy is crafted to focus on the specific client’s goals and objectives. The firm will typically construct each client’s account holdings using, but not necessarily limited to, no-load mutual funds, funds at NAV, equity positions, fixed income positions, alternative investments, municipal securities and US government securities. | Finance |
