ABOUT
Paul Trilivas, B.Com, CFA (Chartered Financial Analyst) & Business Valuation Specialist
Working in the Financial Markets for 15 Years, Paul is Professional Investment Analyst and a CFA Charterholder. He started his professional career at The Standard Bank Group, in Specialised Credit, but soon found his home in an Investment Analyst role at ValueKwik, a Sell-Side Free Cash Flow Boutique focused on Equity Research.
Buy-Side was calling and after 8 valuable years at ValueKwik he stepped into his new Buy-Side role at Integrity Asset Management. Whilst working closely with the Portfolio Manager (acquiring further modelling and valuation skills) Specialising in Local and International Stock Valuation and Selection, Paul Built and Implemented a Robust Valuation and Research Structure within the company.
He next joined Counterpoint Asset Management in an Investment Analyst role until October 2022 but decided that Tadman Wealth and Advisory as an Investment Analyst in both Private and Listed Investments would be his home until December 2023.
Paul is currently a Manager and Senior Equity Analyst at Stonehage Fleming Asset Management.
His Professional Experience and Years of Company Analysis and Business Valuations have awarded him Extensive Experience in Equity Valuation and Financial Modelling Skills, across all Industries and Sectors, Public and Private.
Paul is a CFA Charterholder with a B.Com in Finance He also holds two Valuation Certificates through continued learning efforts.
Paul is a Member of the Respected International and Local CFA Institute Societies, and the Investment Analysts Society of South Africa (IASSA).
Buy-Side was calling and after 8 valuable years at ValueKwik he stepped into his new Buy-Side role at Integrity Asset Management. Whilst working closely with the Portfolio Manager (acquiring further modelling and valuation skills) Specialising in Local and International Stock Valuation and Selection, Paul Built and Implemented a Robust Valuation and Research Structure within the company.
He next joined Counterpoint Asset Management in an Investment Analyst role until October 2022 but decided that Tadman Wealth and Advisory as an Investment Analyst in both Private and Listed Investments would be his home until December 2023.
Paul is currently a Manager and Senior Equity Analyst at Stonehage Fleming Asset Management.
His Professional Experience and Years of Company Analysis and Business Valuations have awarded him Extensive Experience in Equity Valuation and Financial Modelling Skills, across all Industries and Sectors, Public and Private.
Paul is a CFA Charterholder with a B.Com in Finance He also holds two Valuation Certificates through continued learning efforts.
Paul is a Member of the Respected International and Local CFA Institute Societies, and the Investment Analysts Society of South Africa (IASSA).
