tim paulin, cfa · sni i print, invmn a an pru anamnt tunnvmnts.cm touchstone funds are distributed...

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Senior Vice President, Investment Research and Product Management 800.638.8194 • TouchstoneInvestments.com Touchstone Funds are distributed by Touchstone Securities, Inc.* *A registered broker-dealer and member FINRA and SIPC Touchstone is a member of Western & Southern Financial Group Tim Paulin, CFA TSF-1971-PAULIN-1903 Tim Paulin, CFA, is Senior Vice President, Investment Research and Product Management for Touchstone Investments and has experience in the financial services industry since 1986. Mr. Paulin and his team are responsible for identifying, engaging and monitoring the investment managers that sub-advise current and prospective Touchstone mutual funds. Prior to 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, Mr. Paulin 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, Private Client Group at Merrill Lynch. He earned an MBA from Georgia State University and a BBA, Finance, from the University of Georgia and is a CFA charterholder.

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Page 1: Tim Paulin, CFA · Sni i Print, Invmn a an Pru anamnt Tunnvmnts.cm Touchstone Funds are distributed by Touchstone Securities, Inc. *A registered broker-dealer and member FINRA and

Senior Vice President, Investment Research and Product Management

800.638.8194 • TouchstoneInvestments.com

Touchstone Funds are distributed by Touchstone Securities, Inc.**A registered broker-dealer and member FINRA and SIPC

Touchstone is a member of Western & Southern Financial Group

Tim Paulin, CFA

TSF-1971-PAULIN-1903

Tim Paulin, CFA, is Senior Vice President, Investment Research and Product Management for

Touchstone Investments and has experience in the financial services industry since 1986.

Mr. Paulin and his team are responsible for identifying, engaging and monitoring the investment

managers that sub-advise current and prospective Touchstone mutual funds. Prior to 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, Mr. Paulin 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, Private Client Group at Merrill Lynch. He earned an MBA from Georgia

State University and a BBA, Finance, from the University of Georgia and is a CFA charterholder.