meet

paul

CFA

cio of retirement services

eden prairie, mn

bio

Paul Wick, CFA, offices in intellicents' Eden Prairie, MN, location. He has served as the Chief Investment Officer of Retirement Services for our clients (approximately $3.0 billion of assets under advisement) and as a senior consultant for the firm since he joined in 2012. Paul also directly advises 11 client relationships with approximately $320 million in assets and serves as a member of ABG National’s Investment Committee.

 

In addition to his 24 years of investment experience of researching mutual funds and investment managers and managing asset allocation for various plans, Paul’s investment consulting experience includes leading or co-leading client investment plan types ranging from insurance reserves and risk retention groups, to pension and defined contribution plans, as well as endowments, healthcare and municipal operating assets.

 

Previously, Paul worked at Galliard Capital Management in Minneapolis, MN, where he oversaw the firm’s external manager stable value program, which included approximately $18 billion in client assets. Some of the plan sponsors that Paul worked with included: Ford Motor Company, Dow Chemical, 3M, Halliburton Companies and the City of Los Angeles. Prior to Galliard, Paul was with Jeffrey Slocum & Associates (an institutional investment consulting firm with $86 billion under advisement when he left), in Minneapolis for 12 years. He held multiple roles during his tenure, such as senior consultant, director of fixed income research, and director of research operations. A few of the companies that Paul worked with at Slocum included: United Health Group, League of MN Cities Insurance Trust, Guthrie Health, Great River Health Systems, Delta Dental of MN, and the City of Maple Grove, etc.

 

Paul also was a founding member and board member of the Laker Educational Foundation, and remains the endowment chair for it today. He recently started serving as an advisor to the University of Minnesota-Carlson Fixed Income Fund. Paul has also served as a youth football coach for Prior Lake Area Youth (P.L.A.Y.) Sports for nine seasons.

education & certifications

Paul earned his B.S. in Business Economics from St. Cloud State University and an MBA from the University of St. Thomas. He has previously passed the following designations and securities exams:

  • Charter Financial Analyst® (CFA)

  • Series 65 -- Uniform Investment Advisor

my idea of

living the dream

Having the financial flexibility to continue working in a professional I really enjoy or retire when the time is right.

dream job

this is my

Working with committees, boards and staff on investment decisions that suit their needs. Making investment decisions and finding best in class investment solutions that help people achieve their retirement and financial goals.

this is how i

make it real

I really enjoy spending time outside whether it is working out, golfing, hitting the ski slopes or water skiing. My wife and I also enjoy being active our four kids and watching them participate in various activities.

toll free 800.880.4015

Investment advisory services offered through intellicents investment solutions, an SEC registered investment adviser.

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