Jim Klein
Oprichter bij Meritage Portfolio Management, Inc.
Actieve functies van Jim Klein
| Bedrijven | Functie | Begin | Einde |
|---|---|---|---|
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. | Oprichter | 01-01-1991 | - |
| Portefeuillebeheerder-Aandelen | 01-01-1991 | - | |
| Portfolio Manager-Fixed Income | 01-01-1991 | - |
Loopbaan van Jim Klein
Eerdere bekende functies van Jim Klein
| Bedrijven | Functie | Begin | 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 |
Statistieken
Internationaal
| Verenigde Staten | 5 |
Operationeel
| Founder | 1 |
| Portfolio Manager-Equities | 1 |
| Portfolio Manager-Fixed Income | 1 |
Sectoraal
| Consumer Services | 3 |
| Finance | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
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. |
