paul wick CFA®

Paul Wick, CFA, offices in intellicents' Eden Prairie, MN, location. He has served as the Chief Investment Officer of Retirement Services for our clients and as a senior consultant for the firm since he joined in 2012. Paul also directly advises client relationships and serves as a member of RPAG Investment Advisory Committee.

In addition to his over 25 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 corporate 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.

Paul was also a founding member and board member of the Laker Educational Foundation and remains the treasurer and endowment chair for it today. Paul has also served as a youth football coach for Prior Lake Area Youth (P.L.A.Y.) Sports for twelve seasons and was a board member for the Prior Lake Touchdown Club.