Jim Klein
Fondateur chez Meritage Portfolio Management, Inc.
Postes actifs de Jim Klein
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
Meritage Portfolio Management, Inc.
 Meritage Portfolio Management, Inc. Investment ManagersFinance Meritage Portfolio Management, Inc. (Meritage) is a wealth management firm and SEC-registered investment advisor headquartered in Overland Park, Kansas. The firm was founded in 1991, originally bearing the names of the four founding principals, Eveans, Bash, Magrino and Klein, Inc. Meritage provides personalized investment management on a discretionary basis to individuals, families and a variety of institutional clients which includes employee benefit plans, foundations, endowments and public funds with separately managed portfolios. | Fondateur | 01/01/1991 | - |
| Gestionnaire de Portefeuille-Actions | 01/01/1991 | - | |
| Portfolio Manager-Fixed Income | 01/01/1991 | - |
Historique de carrière de Jim Klein
Anciens postes connus de Jim Klein
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
| Reimer & Koger Associates, Inc. | Corporate Officer/Principal | - | - |
Formation de Jim Klein
| The University of Chicago | Masters Business Admin |
| The Wharton School of the University of Pennsylvania | Undergraduate Degree |
Statistiques
Internationale
| Etats-Unis | 5 |
Opérationnelle
| Founder | 1 |
| Portfolio Manager-Equities | 1 |
| Portfolio Manager-Fixed Income | 1 |
Sectorielle
| Consumer Services | 3 |
| Finance | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Meritage Portfolio Management, Inc.
Meritage Portfolio Management, Inc. Investment ManagersFinance Meritage Portfolio Management, Inc. (Meritage) is a wealth management firm and SEC-registered investment advisor headquartered in Overland Park, Kansas. The firm was founded in 1991, originally bearing the names of the four founding principals, Eveans, Bash, Magrino and Klein, Inc. Meritage provides personalized investment management on a discretionary basis to individuals, families and a variety of institutional clients which includes employee benefit plans, foundations, endowments and public funds with separately managed portfolios. | Finance |
| Reimer & Koger Associates, Inc. |
