Jim Klein
Founder bij Meritage Portfolio Management, Inc.
Profiel
Mr. James M.
Klein, CFA, MBA, is Principal & Senior Portfolio Manager at Meritage Portfolio Management, Inc. He serves as a member of the Investment Management Team.
He supports the firm's equity strategies, manages the Tax-Exempt Fixed Income strategy, and oversees many of the firm's relationships.
He has over 30 years of investment experience.
Prior to co-founding Meritage (formerly Eveans Bash Klein, Inc) in 1991, Mr. Klein spent five years as a Vice President with Reimer and Koger Associates, Inc. and five years working in private business.
Mr. Klein received his B.S.
in Economics from The Wharton School, University of Pennsylvania, and M.B.A.
in Finance from the University of Chicago.
Actieve functies van Jim Klein
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Founder | 01-01-1991 |
Eerdere bekende functies van Jim Klein
| Bedrijven | Functie | Einde |
|---|---|---|
| Reimer & Koger Associates, Inc. | Corporate Officer/Principal | - |
Opleiding van Jim Klein
| The University of Chicago | Masters Business Admin |
| The Wharton School of the University of Pennsylvania | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 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. |
