Paul Kevin Steenblik

Membre du Comité d'Investissement chez 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.

Postes actifs de Paul Kevin Steenblik

Sociétés	Poste	Début
Pinkerton Retirement Specialists LLC	Membre du Comité d'Investissement	-

Formation de Paul Kevin Steenblik

University of Utah	Undergraduate Degree
Brigham Young University	Masters Business Admin