Jim Klein
Fundador en Meritage Portfolio Management, Inc. .
Cargos activos de Jim Klein
| Empresas | Cargo | Inicio | 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. | Fundador | 01/01/1991 | - |
| Gestor de Cartera-Acciones | 01/01/1991 | - | |
| Portfolio Manager-Fixed Income | 01/01/1991 | - |
Historial de carrera de Jim Klein
Antiguos cargos conocidos de Jim Klein.
| Empresas | Cargo | Inicio | Fin |
|---|---|---|---|
| Reimer & Koger Associates, Inc. | Corporate Officer/Principal | - | - |
Formación de Jim Klein.
| The University of Chicago | Masters Business Admin |
| The Wharton School of the University of Pennsylvania | Undergraduate Degree |
Estadísticas
Internacional
| Estados Unidos | 5 |
Operativa
| Founder | 1 |
| Portfolio Manager-Equities | 1 |
| Portfolio Manager-Fixed Income | 1 |
Sectorial
| Consumer Services | 3 |
| Finance | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
| Empresas privadas | 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. |
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