Paul Gerard Meeks
Portfolio Manager-Equities at Value Trend Capital Management LP
Profile
Paul Gerard Meeks is currently a Portfolio Manager at Value Trend Capital Management LP.
Previously, he worked as a Principal at Merrill Lynch Investment Managers, Inc. and as a Senior Internet Analyst at Capstone Investments.
He also worked as a Portfolio Manager & Senior Analyst at Saturna Capital Corp.
from 2013 to 2014 and as a Research Analyst at J.
M.
Dutton & Associates from 2008 to 2009.
Additionally, he served as a Trustee at South Carolina Research Authority.
Meeks received his undergraduate degree from Williams College in 1985 and his MBA from Kellogg School of Management in 1992.
Paul Gerard Meeks active positions
Companies | Position | Start |
---|---|---|
Value Trend Capital Management LP
Value Trend Capital Management LP Investment ManagersFinance Founded in 1995, Value Trend Capital Management LP is a registered investment advisor located in El Cajon, California. The firm provides investment management services to individuals, trusts, retirement plans and non-profit organizations. | Portfolio Manager-Equities | - |
Former positions of Paul Gerard Meeks
Companies | Position | End |
---|---|---|
Capstone Investments
Capstone Investments Investment Banks/BrokersFinance Founded in 1995, Capstone Investments is a broker/dealer headquartered in San Diego, California with an additional office in Milwaukee, Wisconsin. The firm provides a full range of institutional services including, investment banking, research, deal origination and capital introduction services. They provide fundamental research and investment opinions to their clients primarily on small- to mid-cap companies. | Analyst-Equity | 2012-04-29 |
J. M. Dutton & Associates
J. M. Dutton & Associates Investment Banks/BrokersFinance Headquartered in El Dorado Hills, California, J. M. Dutton & Associates is a broker/dealer. The firm offers a full array of investment services with a focus on small-cap public companies. They provide issuer-paid research and widely distribute their research to institutions and individuals, both domestic and international. | Analyst-Equity | 2008-12-31 |
Saturna Capital Corp.
Saturna Capital Corp. Investment ManagersFinance Saturna Capital Corp. is an independent, SEC-registered investment advisor headquartered in Bellingham, Washington. The firm was founded by Nicholas “Nick” Kaiser in 1989. Saturna Capital advises a variety of accounts divided between (1) investment management accounts for individuals, families, trusts, estates, corporations, and retirement plans and (2) pooled investment funds (mutual funds and private partnerships). | Portfolio Manager-Equities | - |
South Carolina Research Authority
South Carolina Research Authority Miscellaneous Commercial ServicesCommercial Services South Carolina Research Authority provides research and commercialization services. It caters maritime technologies, metals and advanced materials, ordnance, health and bioscience, technology services and solutions, and alternative energy. The company was founded in 1983 and is headquartered in Columbia, SC. | Director/Board Member | - |
Merrill Lynch Investment Managers, Inc.
Merrill Lynch Investment Managers, Inc. Investment ManagersFinance In 1915 Charles Edward Merrill founded Merrill Lynch & Co. (NYSE: MER) with Edmund C. Lynch in Baltimore, Maryland. The modern Merrill Lynch was formed in 1940 through mergers with E.A. Pierce & Cassatt and, soon after, Fenner & Beane. In 1973, Merrill Lynch adopted a holding company format, with Merrill Lynch & Co., Inc. as the parent and Merrill Lynch, Pierce, Fenner & Smith as the operating subsidiary. Merrill Lynch Asset Management, Inc. (MLAM) was created as an integral business unit in the Merrill Lynch family in 1976. Fund Asset Management, doing business as Mercury Asset Management, was acquired in December 1997. In 2000, MLAM and Mercury were combined under the name Merrill Lynch Investment Managers. MLAM manages the Merrill Lynch family of mutual funds, as and acts as sub-advisor to other mutual funds. | Analyst-Equity | - |
Training of Paul Gerard Meeks
Williams College | Undergraduate Degree |
Kellogg School of Management | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 6 |
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Merrill Lynch Investment Managers, Inc.
Merrill Lynch Investment Managers, Inc. Investment ManagersFinance In 1915 Charles Edward Merrill founded Merrill Lynch & Co. (NYSE: MER) with Edmund C. Lynch in Baltimore, Maryland. The modern Merrill Lynch was formed in 1940 through mergers with E.A. Pierce & Cassatt and, soon after, Fenner & Beane. In 1973, Merrill Lynch adopted a holding company format, with Merrill Lynch & Co., Inc. as the parent and Merrill Lynch, Pierce, Fenner & Smith as the operating subsidiary. Merrill Lynch Asset Management, Inc. (MLAM) was created as an integral business unit in the Merrill Lynch family in 1976. Fund Asset Management, doing business as Mercury Asset Management, was acquired in December 1997. In 2000, MLAM and Mercury were combined under the name Merrill Lynch Investment Managers. MLAM manages the Merrill Lynch family of mutual funds, as and acts as sub-advisor to other mutual funds. | Finance |
Capstone Investments
Capstone Investments Investment Banks/BrokersFinance Founded in 1995, Capstone Investments is a broker/dealer headquartered in San Diego, California with an additional office in Milwaukee, Wisconsin. The firm provides a full range of institutional services including, investment banking, research, deal origination and capital introduction services. They provide fundamental research and investment opinions to their clients primarily on small- to mid-cap companies. | Finance |
Value Trend Capital Management LP
Value Trend Capital Management LP Investment ManagersFinance Founded in 1995, Value Trend Capital Management LP is a registered investment advisor located in El Cajon, California. The firm provides investment management services to individuals, trusts, retirement plans and non-profit organizations. | Finance |
Saturna Capital Corp.
Saturna Capital Corp. Investment ManagersFinance Saturna Capital Corp. is an independent, SEC-registered investment advisor headquartered in Bellingham, Washington. The firm was founded by Nicholas “Nick” Kaiser in 1989. Saturna Capital advises a variety of accounts divided between (1) investment management accounts for individuals, families, trusts, estates, corporations, and retirement plans and (2) pooled investment funds (mutual funds and private partnerships). | Finance |
J. M. Dutton & Associates
J. M. Dutton & Associates Investment Banks/BrokersFinance Headquartered in El Dorado Hills, California, J. M. Dutton & Associates is a broker/dealer. The firm offers a full array of investment services with a focus on small-cap public companies. They provide issuer-paid research and widely distribute their research to institutions and individuals, both domestic and international. | Finance |
South Carolina Research Authority
South Carolina Research Authority Miscellaneous Commercial ServicesCommercial Services South Carolina Research Authority provides research and commercialization services. It caters maritime technologies, metals and advanced materials, ordnance, health and bioscience, technology services and solutions, and alternative energy. The company was founded in 1983 and is headquartered in Columbia, SC. | Commercial Services |
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