Timothy D. Paulin, CFA
Tim Paulin, CFA, is senior vice president, investment research and product management. His experience in the financial services industry dates to 1986. Mr. Paulin and his team are responsible for product development, as well as identifying, engaging and monitoring the investment managers that sub-advise current and prospective Touchstone mutual funds.
Before joining Touchstone in 2010, he was a principal at Klein Decisions providing consulting services and dynamic decision-making systems for investment advisors and financial services firms.
The majority of Mr. Paulin’s career has focused on wealth management and consulting services for private clients and institutions. During a 10-year tenure with RBC Wealth Management in Minneapolis, he guided the firm’s fee-based, packaged products and planning services businesses and oversaw investment management research efforts. He began his career as a financial consultant in the Private Client Group at Merrill Lynch.
Education & Registrations
- Mr. Paulin earned a MBA from Georgia State University and a BBA, Finance, from the University of Georgia.
- He is a CFA® charterholder.
- He holds FINRA Series 6, 26 and 65 registrations.
Download Mr. Paulin’s expanded bio in pdf format