Leader in Investing, Academic Finance, and Business Media

I offer investment services including technology and dividends stocks models and customized separate account management that includes all asset classes. I am a Citadel professor teaching finance, investments, and financial accounting. I am also a business media regular on air and in print. See me on CNBC “talking tech.”

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Investment Services

I manage portfolios with investments across all asset classes including private credit and equity. I also manage two public equity models, Meeks Technology and Meeks Dividends, and separately managed accounts for Private Wealth Group (PWG) clients with at least $1 million. PWG portfolios are customized.

I am licensed to offer insurance in South Carolina, but also focus on fixed indexed annuities. It is straightforward to get permission to sell insurance outside the state.

I am a Chartered Financial Analyst (CFA) and a Chartered Alternative Investment Analyst (CAIA). The former credential focuses on public securities. The latter emphasizes private, or alternative, assets.

Professor Meeks

I am a Professor of Practice in the Accounting and Finance Department in The Citadel’s Baker School of Business. I teach Corporate Finance, Financial Accounting, and investment-related courses. I also supervises the Student Managed Investment Fund which invests over $1 million for The Citadel Foundation. I lead the school’s advising program for cadets pursuing financial services careers.

Check out The Citadel's Baker School of Business..

Business Media

Since the mid-1990s, I have appeared almost weekly on CNBC and other outlets in the US and abroad to “talk tech” and more. I published almost as often as I am on air. My writing on broader investment topics as I discuss macro- and microeconomic variables that impact our economy, the financial markets, economic sectors, industries within those sectors, and individual private and public companies including international firms.

I have been a compensated spokesman for decades. I gave a TED Talk “Debunking Stock Investment Myths” in 2017 at Western Washington University while on its faculty. I am well known globally in the business media. If you are interested in booking me as a speaker, please inquire through this site.

History Buff

Believe it or not, I was a history major at Williams College. After graduation, I entered finance to pay the bills. I became an academic much later. I have a passion for American history through the Reconstruction era. I am a licensed historic tour guide in Charleston, South Carolina. On weekends, I give tours for guests of various hotels, but you can inquire about a private tour on this site.

Investment Portfolios

Meeks Tech Portfolio

Since completing graduate school in 1992, I have focused on investing in public and private technology companies. I once started and managed six tech mutual funds worth over a total $7 billion for Merrill Lynch Investment Managers which was acquired by BlackRock in 2006.

Meeks Private Wealth Group (PWG) Portfolios

For a client relationship (which may include more than one account) that exceeds $1 million, I offer customized portfolios that invest in all asset classes.

Meet Paul Meeks

Paul Meeks CFA, CAIA

I am unabashedly eclectic with interests, roles, and services offered in public and private investing, teaching, and business communications on air and in print.

I have been an equity analyst or portfolio manager since the 1980s working at some marquee firms. I became a technology disciple in the early 1990s and has covered that sector most closely since then.

I have been a university finance and/or accounting instructor since 2005. Currently, I am a full-time Professor of Practice in The Citadel’s (Charleston, South Carolina) Baker School of Business..

I have been “talking tech” on air and in print since the mid-1990s. I am on CNBC here or internationally about every week. I also publish almost as often as I am on TV. Follow his content here first and then on LinkedIn.

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Request a Consultation

Have any questions regarding our investment or other services? Contact us today.

Email: [email protected]

See Meek's LinkedIn Profile

Let’s Help You With Your Investments

I am a Chartered Financial Analyst (CFA) and a Chartered Alternative Investment Analyst (CAIA). I earned the former in 1996 and the latter in 2021 (yes, I’m a lifelong learner). I serve on the board of the CFA Society South Carolina. I am also is licensed to sell insurance in South Carolina (and can transact in other states too).

I am a Chartered Financial Analyst (CFA) and a Chartered Alternative Investment Analyst (CAIA). I earned the former in 1996 and the latter in 2021 (yes, I am a lifelong learner). I serve on the board of the CFA Society SC. I am also licensed to sell insurance in SC (and with permission in other states.)

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