Paul Trilivas, B.Com, CFA

ABOUT image
Paul has been an Investment Analyst working in financial markets for over 12 years. He started his professional career at The Standard Bank Group, working in the Specialized Credit department. He then moved into an Investment Analyst role at ValueKwik, a sell-side free cash flow focused equity research boutique. After eight years at ValueKwik he moved into buy-side as an Investment Analyst at Integrity Asset Management. Working closely with the Portfolio Manager he implemented further modelling and valuation skills, specialising in local and international stock valuation and selection. He built on, and implemented a robust valuation and research structure within the company. He then joined Counterpoint Asset Management in an Investment Analyst role until October 2022. He currently works at Tadman Wealth and Advisory as an Investment Analyst in both Private and Listed investments.

His professional experience and years of company analysis have awarded him extensive experience in valuation and financial modelling skills, across all industries and sectors.

He holds a B.Com in finance and is a CFA Charterholder. He also holds two valuation certificates through his continued learning efforts. He is a member of the respected international and local CFA institute societies, and the Investment Analysts Society of South Africa (IASSA).