Want the latest retirement plan adviser news and insights? Sign up for PLANADVISER newsletters.
Deals & People September 25, 2012
Saturna Hires Director of Institutional Investing
Saturna
Capital Corp. has appointed Paul Meeks, CFA, to the new dual role of director
of institutional investing and senior equity analyst.
Reported by PLANADVISER staff
Meeks will direct Saturna’s outreach to mutual funds, separately managed accounts, endowments and retirement plans, and will work closely with Craig Churman, vice president of product development, to pursue advisory opportunities.
In addition to working closely with Saturna’s current and prospective institutional clients, Meeks will coordinate with Monem Salam, president of the company’s Malaysian subsidiary, Saturna Sdn. Bhd., to continue to grow the institutional asset base there.
Headquartered in Bellingham, Washington, Meeks brings 25 years of portfolio management and investment research experience to his new role of generating performance analytics and developing investment products tailored to institutions’ specific needs.
From 2007 to 2012, Meeks was a portfolio manager and managing director at Merrill Lynch Investment Managers, where he started and managed six portfolios totaling $7 billion. He earned a B.S. degree in history and political science from William College, and an MBA from Kellogg Graduate School of Management.