Paul Kubasiak is passionate about the investment business, and as the Senior Investment Analyst at Sheridan Road, he uses a combination of technical analysis and fundamental research to identify investment opportunities across asset classes. He utilizes various tools to screen individual securities and money managers, in addition to conducting on-site due diligence meetings with investment managers across the country to discuss investment philosophy, process, performance and personnel. The results of Paul’s extensive research and comprehensive analysis are used by the team to create customized portfolios for each client.
Prior to joining Sheridan Road in 2012, Paul was a brand ambassador for Level Up, a growing technology company, and before that, he worked with the City of Chicago’s Committee on Finance. Paul is a well-organized and curious person with an interest in expanding his knowledge and honing his craft, and to that end, he is a Level 1 Candidate for the Chartered Financial Analyst® (CFA) designation. He attended Marquette University and earned a B.S. in Business Administration with a double major in Economics and Marketing. He holds FINRA Series 7 & 63 with LPL Financial and FINRA Series 65 with Sheridan Road Advisors and is health and life insurance licensed. Paul is also an LPL Registered Administrative Associate.
A sports fanatic, Paul follows a variety sports, but he particularly enjoys playing golf, hockey and basketball. He volunteers his time and energy to the Sheridan Road Charitable Foundation and Loyola Academy Hockey Alumni Association.