Jim Klein
Fondateur chez Meritage Portfolio Management, Inc.
Relations actives
| Nom | Sexe | Age | Sociétés liées | Collaboration |
|---|---|---|---|---|
| Mark Everett Eveans | M | 79 |
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. | 33 ans |
| Clint Anderson | M | 48 |
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. | 18 ans |
| Sharon Lee Divine | F | 64 |
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. | 31 ans |
| Zack Shafran | M | - |
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. | 2 ans |
| Corey John Saathoff | M | 53 |
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. | 28 ans |
| John Mark Wallis | M | 61 |
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. | 12 ans |
| Len Mitchell | M | 70 |
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. | 26 ans |
Graphique Relationnel
Relation dans plusieurs entreprises
Anciennes relations
| Nom | Sexe | Age | Sociétés liées | Collaboration |
|---|---|---|---|---|
| Kongkiat Opaswongkarn | M | 67 |
The Wharton School of the University of Pennsylvania
| 6 ans |
| Joel Michael Greenblatt | M | 66 |
The Wharton School of the University of Pennsylvania
| 5 ans |
| Scott Pinkus | M | - |
The Wharton School of the University of Pennsylvania
| 5 ans |
| D. Williams | M | 67 |
The Wharton School of the University of Pennsylvania
| 5 ans |
| Stephen McLean | M | 66 |
The Wharton School of the University of Pennsylvania
| 5 ans |
| Stuart W. Thorn | M | 67 |
The Wharton School of the University of Pennsylvania
| 2 ans |
| Jacob Wallenberg | M | 68 |
The Wharton School of the University of Pennsylvania
| 5 ans |
| Jeff Kronthal | M | - |
The Wharton School of the University of Pennsylvania
| 5 ans |
| Marc A. Utay | M | 64 |
The Wharton School of the University of Pennsylvania
| 4 ans |
| Scott Jay Lederman | M | - |
The Wharton School of the University of Pennsylvania
| 5 ans |
| Alan Hsia | M | - |
The Wharton School of the University of Pennsylvania
| 2 ans |
| Bonnie Henry | F | - |
The Wharton School of the University of Pennsylvania
| 2 ans |
| Donald A. Fishbein | M | - |
The Wharton School of the University of Pennsylvania
| 2 ans |
| Leslie Thomas Welsh | M | - |
The Wharton School of the University of Pennsylvania
| 2 ans |
| Garret Bewkes | M | - |
The Wharton School of the University of Pennsylvania
| 2 ans |
| Michael E. Dee | M | 67 |
The Wharton School of the University of Pennsylvania
| 4 ans |
| Jay Wisentaner | M | 66 |
The Wharton School of the University of Pennsylvania
| 4 ans |
| Patrick Sun | M | 66 |
The Wharton School of the University of Pennsylvania
| 4 ans |
| Eric Weinstein | M | 71 |
The Wharton School of the University of Pennsylvania
| 2 ans |
| Gail Marcus | M | 67 |
The Wharton School of the University of Pennsylvania
| 2 ans |
| Eric Kessler | M | - |
The Wharton School of the University of Pennsylvania
| 2 ans |
| Alan Mnuchin | M | 64 |
The Wharton School of the University of Pennsylvania
| 4 ans |
| William A. Kuser | M | - |
The Wharton School of the University of Pennsylvania
| 2 ans |
| Brent Kulman | M | - |
The Wharton School of the University of Pennsylvania
| 2 ans |
| Edwin Villanueva | M | 73 |
The Wharton School of the University of Pennsylvania
| 2 ans |
| Richard Perry | M | 69 |
The Wharton School of the University of Pennsylvania
| 4 ans |
| Luis Virata | M | 70 |
The Wharton School of the University of Pennsylvania
| 2 ans |
| Bob Levy | M | - |
The Wharton School of the University of Pennsylvania
| 2 ans |
| S.A Ibrahim | M | - |
The Wharton School of the University of Pennsylvania
| 2 ans |
| Michael Balog | M | - |
The Wharton School of the University of Pennsylvania
| 4 ans |
| Edwin R Kraft | M | - |
The Wharton School of the University of Pennsylvania
| 4 ans |
| Warren Bingham | M | - |
The Wharton School of the University of Pennsylvania
| 3 ans |
| David H. Wollins | M | 71 |
The Wharton School of the University of Pennsylvania
| 4 ans |
| Arturo Müller Norman | M | 69 |
The Wharton School of the University of Pennsylvania
| 2 ans |
| Mary Vascellaro | F | - |
The Wharton School of the University of Pennsylvania
| 4 ans |
| Roger Thomas Denha | M | - |
The Wharton School of the University of Pennsylvania
| 4 ans |
| James Mitchell | M | 73 |
The Wharton School of the University of Pennsylvania
| 2 ans |
| Jacques R. Rolfo | M | 76 |
The Wharton School of the University of Pennsylvania
| 2 ans |
| Bob Greene | M | - |
The Wharton School of the University of Pennsylvania
| 4 ans |
| Luk Por Liu | M | 70 |
The Wharton School of the University of Pennsylvania
| 2 ans |
| Ed Stefanski | M | - |
The Wharton School of the University of Pennsylvania
| 4 ans |
| F. Davis Terry | M | - |
The Wharton School of the University of Pennsylvania
| 1 ans |
| Alan G. Massara | M | 69 |
The Wharton School of the University of Pennsylvania
| 2 ans |
| Víctor Zorrilla Vargas | M | 67 |
The Wharton School of the University of Pennsylvania
| 2 ans |
| Richard M. Thon | M | 69 |
The Wharton School of the University of Pennsylvania
| 2 ans |
| Paul David Spence | M | - |
The Wharton School of the University of Pennsylvania
| 4 ans |
| Norberto Achille | M | 80 |
The Wharton School of the University of Pennsylvania
| 2 ans |
| Marshall Heinberg | M | 67 |
The Wharton School of the University of Pennsylvania
| 4 ans |
| Michael B. Aronson | M | - |
The Wharton School of the University of Pennsylvania
| 2 ans |
| Rogelio Zambrano Lozano | M | 67 |
The Wharton School of the University of Pennsylvania
| 2 ans |
| Paul Wachter | M | 67 |
The Wharton School of the University of Pennsylvania
| 4 ans |
| Gerald Putnam | M | 65 |
The Wharton School of the University of Pennsylvania
| 4 ans |
| Stephen Mumblow | M | 68 |
The Wharton School of the University of Pennsylvania
| 4 ans |
| Jean-Jacques Bienaimé | M | 70 |
The Wharton School of the University of Pennsylvania
| 2 ans |
| Daniel Geffken | M | 67 |
The Wharton School of the University of Pennsylvania
| 4 ans |
| Frederick Wasserman | M | 69 |
The Wharton School of the University of Pennsylvania
| 4 ans |
| Arun Kumar Maheshwari | M | - |
The Wharton School of the University of Pennsylvania
| 7 ans |
| Margarita Dilley | F | 66 |
The Wharton School of the University of Pennsylvania
| 2 ans |
| Alfred John Kreft | M | 73 |
The Wharton School of the University of Pennsylvania
| 2 ans |
| Murphy K. Lents | M | 72 |
The Wharton School of the University of Pennsylvania
| 2 ans |
| Laura Lang | F | 68 |
The Wharton School of the University of Pennsylvania
| 2 ans |
| Eric Scott Siegel | M | 68 |
The Wharton School of the University of Pennsylvania
| 11 ans |
| Dennis Oates | M | 71 |
The Wharton School of the University of Pennsylvania
| 4 ans |
| Lee Hillman | M | 69 |
The Wharton School of the University of Pennsylvania
| 4 ans |
| Anthony F. Vuoto | M | 73 |
The Wharton School of the University of Pennsylvania
| 2 ans |
| Richard White | M | 70 |
The Wharton School of the University of Pennsylvania
| 2 ans |
| Ed T. Harvey | M | 76 |
The Wharton School of the University of Pennsylvania
| 1 ans |
| Philip A. Goodrich | M | 67 |
The Wharton School of the University of Pennsylvania
| 2 ans |
| Terren Peizer | M | 65 |
The Wharton School of the University of Pennsylvania
| 4 ans |
| Rob Kapito | M | 67 |
The Wharton School of the University of Pennsylvania
| 4 ans |
| Kirbyjon H. Caldwell | M | 70 |
The Wharton School of the University of Pennsylvania
| 2 ans |
| Robert T. Clutterbuck | M | 74 |
The Wharton School of the University of Pennsylvania
| 2 ans |
| Scott Korman | M | 63 |
The Wharton School of the University of Pennsylvania
| 4 ans |
| David Nathan Fleischer | M | - |
The Wharton School of the University of Pennsylvania
| 2 ans |
| Howard Irwin Fischer | M | - |
The Wharton School of the University of Pennsylvania
| 4 ans |
| Dorothy Puhy | F | 71 |
The Wharton School of the University of Pennsylvania
| 2 ans |
| Jamie Dinan | M | 65 |
The Wharton School of the University of Pennsylvania
| 4 ans |
| Keith T. Bank | M | 64 |
The Wharton School of the University of Pennsylvania
| 4 ans |
| William Lipsey | M | 65 |
The Wharton School of the University of Pennsylvania
| 4 ans |
| Paul Taubman | M | 63 |
The Wharton School of the University of Pennsylvania
| 4 ans |
| William Edward Hitselberger | M | 66 |
The Wharton School of the University of Pennsylvania
| 4 ans |
| Milton Berlinski | M | 67 |
The Wharton School of the University of Pennsylvania
| 2 ans |
| Thomas Shandell | M | - |
The Wharton School of the University of Pennsylvania
| 4 ans |
| Robert Yu Ming Wang | M | - |
The Wharton School of the University of Pennsylvania
| 4 ans |
| Alfred Novak | M | 76 |
The Wharton School of the University of Pennsylvania
| 2 ans |
| David McGirr | M | 69 |
The Wharton School of the University of Pennsylvania
| 2 ans |
| Mark Bennett O'Brien | M | - |
The Wharton School of the University of Pennsylvania
| 2 ans |
| Corrado Passera | M | 69 |
The Wharton School of the University of Pennsylvania
| 2 ans |
| Diane Glossman | F | 68 |
The Wharton School of the University of Pennsylvania
| 4 ans |
| John Owen | M | 68 |
The Wharton School of the University of Pennsylvania
| 2 ans |
| Gary Black | M | 78 |
The Wharton School of the University of Pennsylvania
| 4 ans |
| Christopher Gagnier | M | - |
The Wharton School of the University of Pennsylvania
| 4 ans |
| Paul Simon | M | - |
The Wharton School of the University of Pennsylvania
| 3 ans |
Statistiques
| Pays | Relations | % du total |
|---|---|---|
| Etats-Unis | 100 | 100,00% |
Age des relations
Actives
Passées
Homme
Femme
Administrateurs
Exécutifs
Provenance des relations
