Jim Klein
Fundador en Meritage Portfolio Management, Inc. .
Origen de la red de primer grado Jim Klein.
| Entidad | Tipo de entidad | Industria | |
|---|---|---|---|
The Wharton School of the University of Pennsylvania
164
| College/University | Other Consumer Services | 164 |
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.
8
| Private Company | Investment Managers | 8 |
Gráfico Empresas conectadas de segundo grado
Relaciones con varias empresas
Empresas conectadas a Jim Klein a través de su red personal
| Empresa | Sector | Personas relacionadas | Puesto principal |
|---|---|---|---|
| ABIOMED, INC. | Medical Specialties | Director/Board Member | |
| EATON VANCE CORP. | Investment Managers | Director/Board Member | |
Genentech, Inc.
 Genentech, Inc. BiotechnologyHealth Technology Genentech, Inc. develops, manufactures and markets pharmaceutical products for life-threatening medical conditions. It studies various areas including oncology, immunology, neuroscience, ophthalmic diseases, microbial pathogenesis, metabolic diseases, cardiovascular diseases, and opportunistic areas. The company was founded by Herb W. Boyer and Robert A. Swanson in 1976 and is headquartered in South San Francisco, CA. | Biotechnology | Sales & Marketing Corporate Officer/Principal | |
Reebok International Ltd.
 Reebok International Ltd. Apparel/FootwearConsumer Non-Durables Reebok International Ltd. designs and manufactures apparel, shoes and sports related products. It markets and distributes sportswear and accessories under the Reebok, Rockport, CCM, Jofa, Koho and Greg Norman brands. The company was founded in 1958 and is headquartered in Canton, MA. | Apparel/Footwear | Director/Board Member | |
| AZENTA, INC. | Medical/Nursing Services | Director/Board Member | |
| MORGAN STANLEY | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Brown Brothers Harriman & Co. (Investment Management)
 Brown Brothers Harriman & Co. (Investment Management) Investment ManagersFinance Brown Brothers Harriman & Co. (Investment Management) (BBH-IM) is the investment management division of Brown Brothers Harriman & Co., a registered broker/dealer headquartered in New York City. The firm was founded in 1931 and do-business-as Brown Brothers Harriman Mutual Fund Advisory Department. BBH-IM advises or sub-advises Mutual Funds, an ETF, and UCITS Funds. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
DWS Investment Management Americas, Inc.
 DWS Investment Management Americas, Inc. Investment ManagersFinance DWS Investment Management Americas, Inc. (DIMA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (ETR: DBK) in Germany. The firm was founded in 1984 and formerly known as Deutsche Investment Management Americas Inc. In 2018, they changed their name into DWS as part of the rebranding of Deutsche Asset Management. DIMA provides discretionary and non-discretionary investment advisory services to various institutional clients. They also provide investment advisory services for its municipal bond strategies through wrap fee programs. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
| PZENA INVESTMENT MANAGEMENT, INC. | Investment Managers | Director/Board Member President | |
Oppenheimer & Co., Inc.
 Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
UBS Securities LLC
 UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Analyst-Equity Chairman | |
Basso Capital Management LP
 Basso Capital Management LP Investment ManagersFinance Basso Capital Management LP (Basso) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Stamford, Connecticut. The firm was founded in 2003 by Howard Fischer and Dwight Nelson. Basso provides discretionary and non-discretionary advisory services to family offices on behalf of high-net-worth individuals, families and their associated entities. | Investment Managers | Chief Executive Officer | |
Southern Methodist University
 Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology. | College/University | Director/Board Member Undergraduate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | Graduate Degree Masters Business Admin Masters Business Admin | |
| Stanford University | College/University | Graduate Degree Doctorate Degree | |
Dana-Farber Cancer Institute, Inc.
 Dana-Farber Cancer Institute, Inc. Hospital/Nursing ManagementHealth Services Dana-Farber Cancer Institute, Inc. provides treatment to cancer patients and also researches new cancer diagnostics, treatments, and preventions. The firm's patients receive treatment through its cancer centers operated with Brigham and Women's Hospital, Children's Hospital Boston, Massachusetts General Hospital, and Beth Israel Deaconess Medical Center. The company was founded by Sidney Farber in 1947 and is headquartered in Boston, MA. | Hospital/Nursing Management | Director of Finance/CFO | |
| University of Pennsylvania | College/University | Director/Board Member Director/Board Member Director/Board Member Undergraduate Degree Undergraduate Degree Graduate Degree Corporate Officer/Principal Undergraduate Degree Graduate Degree | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Trading-Equity Corporate Officer/Principal Private Equity Investor | |
Blue Cross & Blue Shield of Massachusetts, Inc.
 Blue Cross & Blue Shield of Massachusetts, Inc. Miscellaneous Commercial ServicesCommercial Services Blue Cross & Blue Shield of Massachusetts, Inc. provides indemnity insurance and medicare extension programs. The firm offers medical and dental plans, pharmacy coverage, vision coverage and health savings accounts. The company was founded in 1937 and is located in Boston, MA. | Miscellaneous Commercial Services | Chairman Private Equity Investor | |
| POSTE ITALIANE S.P.A. | Regional Banks | President Comptroller/Controller/Auditor | |
| University of Missouri | College/University | Undergraduate Degree Masters Business Admin | |
| THE PHILIPPINE STOCK EXCHANGE, INC. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| The University of Chicago | College/University | Doctorate Degree Masters Business Admin Masters Business Admin Masters Business Admin | |
| Yale University | College/University | Undergraduate Degree Graduate Degree | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Iowa | College/University | Undergraduate Degree Graduate Degree | |
Lincoln Center for the Performing Arts, Inc.
 Lincoln Center for the Performing Arts, Inc. Movies/EntertainmentConsumer Services Lincoln Center for the Performing Arts, Inc. provides entertainment services. It offers dance, music, film, opera, theater, family, and festivals and programs. The company was founded by Dwight D. Eisenhower on May 14, 1959 and is headquartered in New York, NY. | Movies/Entertainment | Director/Board Member Director/Board Member | |
| Bank of Mexico | General Government | Corporate Officer/Principal | |
Greater Houston Partnership Inc
 Greater Houston Partnership Inc Investment Trusts/Mutual FundsMiscellaneous Greater Houston Partnership operates as a place for community-minded business leaders who want to be involved in Houston''s positive growth and influence the direction. The company was founded in 1840 and is headquartered in Houston, TX. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| El Consejo Mexicano de Hombres de Negocios AC | Corporate Officer/Principal | ||
Tufts Medical Center, Inc.
 Tufts Medical Center, Inc. Hospital/Nursing ManagementHealth Services Tufts Medical Center, Inc. owns and operates an academic medical center. It provides healthcare services and programs in the areas of allergy, anesthesiology, bariatric surgery, cancer, cardiology, colon and rectal, clinical nutrition, dentistry, dermatology, ENT/otolaryngology, endocrinology, diabetes and metabolism, gastroenterology, general surgery, geriatrics, hematology/oncology, hyperbaric medicine, infectious diseases, maternity, nephrology, neurology, neurosurgery, and nutrition. The firm also offers services in the areas of obstetrics and gynecology, occupational therapy, ophthalmology, orthopedics, otolaryngology, pain management, palliative care, pathology, pediatrics, physical medicine, physical therapy, plastic surgery, psychiatry, pulmonary, radiation oncology, radiology, rheumatology, speech language pathology and audiology, thoracic and transplant surgery, trauma surgery, urology, vascular surgery, wound healing, and weight and wellness. The company was founded in 1796 and is headquartered in Boston, MA. | Hospital/Nursing Management | Director of Finance/CFO | |
| The International Business Council | Corporate Officer/Principal Corporate Officer/Principal | ||
National Comprehensive Cancer Network, Inc.
 National Comprehensive Cancer Network, Inc. Miscellaneous Commercial ServicesCommercial Services National Comprehensive Cancer Network, Inc. provides research and development services to fight against cancer. The organization develops resources that present information to the numerous stakeholders in the health care delivery system. The company was founded in 1995 and is headquartered in Fort Washington, PA. | Miscellaneous Commercial Services | Director/Board Member | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| MIT Sloan School of Management | College/University | Masters Business Admin Undergraduate Degree | |
Gratitude Management LLC
 Gratitude Management LLC Investment ManagersFinance Gratitude Management LLC (Gratitude Railroad) is a venture capital firm founded in 2013 by Howard Fischer and Eric Jacobsen. The firm is headquartered in Park City, Utah. | Investment Managers | Founder Director/Board Member | |
Trustees of the University of Pennsylvania
 Trustees of the University of Pennsylvania Investment Trusts/Mutual FundsMiscellaneous Trustees of The University of Pennsylvania engages in the provision of social services. The company was founded in 1740 and is headquartered in Philadelphia, PA. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member | |
DoneGood PBC
 DoneGood PBC Department StoresRetail Trade DoneGood PBC develops an online platform that enables individuals to find businesses. Its platform also enables individuals to shop at businesses that are supporting as well as create a financial incentives. The company was founded by Cullen William Schwarz and Scott Jeffrey Jacobsen in 2016 and is headquartered in Cambridge, MA. | Department Stores | Director/Board Member | |
| MIMEDX GROUP, INC. | Medical Specialties | Director/Board Member |
Estadísticas
Internacional
| Estados Unidos | 44 |
| México | 3 |
| Italia | 2 |
| Filipinas | 2 |
| Canadá | 2 |
Sectorial
| Finance | 18 |
| Consumer Services | 13 |
| Health Services | 5 |
| Health Technology | 4 |
| Commercial Services | 4 |
Operativa
| Director/Board Member | 511 |
| Corporate Officer/Principal | 228 |
| Independent Dir/Board Member | 138 |
| Chairman | 110 |
| Undergraduate Degree | 101 |
Las relaciones más conectadas
| Insiders | |
|---|---|
| Daniel Geffken | 53 |
| Corrado Passera | 38 |
| Jacob Wallenberg | 34 |
| Stephen McLean | 33 |
| Patrick Sun | 30 |
| Richard Perry | 27 |
| Edwin Villanueva | 26 |
| Lee Hillman | 26 |
| Luis Virata | 25 |
| Laura Lang | 24 |
| Jamie Dinan | 23 |
| Rob Kapito | 23 |
| Sharon Sallows | 23 |
| Gail Marcus | 21 |
| Marc A. Utay | 21 |
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- Insiders
- Jim Klein
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