Mark Everett Eveans
Algemeen Directeur bij Meritage Portfolio Management, Inc.
Profiel
Mr. Mark E.
Eveans, CFA MBA, is a President, Chief Investment Officer & Senior Portfolio Manager at Meritage Portfolio Management, Inc. He is on the Board of Directors at Investment Adviser Association.
He is a founding Principal of Meritage.
He serves as the lead manager of the Meritage Value Equity strategy, supports the Yield-Focus and Small Cap Value Equity strategies and drives the firm’s overall investment philosophy.
He has over 40 years of experience managing institutional and private portfolios, preceded by four years as an institutional security analyst.
He currently serves on the national Board of Governors of the Investment Advisors Association, our industry’s leading trade association.
Mr. Eveans was previously employed as a Chief Portfolio Manager by Continental Bank (Chicago, Illinois) and a Managing Director by Reimer & Koger Associates, Inc. A past president of the Kansas City Society of Financial Analysts.
He received his B.B.A.
and M.S.A.
in Finance from Wichita State University with Honors.
Actieve functies van Mark Everett Eveans
| 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. | Algemeen Directeur | 01-01-1991 |
Investment Adviser Association
 Investment Adviser Association Miscellaneous Commercial ServicesCommercial Services Investment Adviser Association operates as non-profit organization that exclusively represents the interests of SEC-registered investment adviser firms. The company was founded by Jane H. Williams in 1937 and is headquartered in Washington, DC. | Directeur/Bestuurslid | - |
Eerdere bekende functies van Mark Everett Eveans
| Bedrijven | Functie | Einde |
|---|---|---|
| Reimer & Koger Associates, Inc. | Corporate Officer/Principal | - |
| Continental Bank (Chicago, Illinois) | Corporate Officer/Principal | - |
Opleiding van Mark Everett Eveans
| Wichita State University | Masters Business Admin |
Ervaring
Beklede functies
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| Bedrijven in privébezit | 4 |
|---|---|
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 |
Investment Adviser Association
Investment Adviser Association Miscellaneous Commercial ServicesCommercial Services Investment Adviser Association operates as non-profit organization that exclusively represents the interests of SEC-registered investment adviser firms. The company was founded by Jane H. Williams in 1937 and is headquartered in Washington, DC. | Commercial Services |
| Continental Bank (Chicago, Illinois) | Finance |
| Reimer & Koger Associates, Inc. |
