Paul Tichy
Investment Research Analyst and Associate Portfolio Manager


 

Paul joined SFSI in 2016 as an Associate Portfolio Manager and Investment Research Analyst.  With over 25 years of experience in the Financial Services and Asset Management industries, Paul has provided planning and investment advice for high net worth individuals and their families, as well as having provided advice to multi-million dollar money managers and institutional investors helping them with their portfolio decisions.  At SFSI, he is responsible for researching and analyzing securities, helping to develop and build custom portfolios for new clients, and working closely with the entire team to develop strategies and portfolio recommendations for both the private and corporate clients of the firm.

 

Paul was most recently a Regional Vice President for Fisher Investments.  Other prior employers included Merrill Lynch, Cowen & Company, Piper Jaffray, RBC/Dain Rauscher Wessels and Anchor Bank.  Paul enjoys working with clients and reviewing their current investment strategy.  His background and experience allows Paul to help clients understand the multitude of options currently available to them and

discern which may be best for them, given their personal goals and objectives.

 

Paul was born and raised in the Chicago-land area where he received his MBA in Finance from DePaul University Kellstadt Graduate School of Business in Chicago, IL and received his BA in Economics from Northwestern University in Evanston, IL.  He was a 4 year starting pitcher for the Northwestern University baseball team competing in the Big Ten at the Division I level.  Paul was a recent President of the Northwestern University Alumni Club of the Twin Cities.  Paul lives in Orono with his wife of 16 years and their three boys, and where he is an active volunteer for the youth baseball and football programs as a coach and a baseball association board member.

 

 

 

Unless otherwise exempted by law, this website, our investment advisory and securities transactional services are only for residents of AZ, CA, CT, FL, IA, MN, NV, NY, OR, TX, WA, and WI. Stiles Financial Services, Inc. is a Registered Investment Adviser. Advisory services offered through Cambridge Investment Research Advisors, a Registered Investment Adviser. Securities offered through Cambridge Investment Research, Inc., Member FINRA & SIPC. Cambridge & Stiles Financial Services, Inc. are not affiliated.