Jim Klein
Founder presso Meritage Portfolio Management, Inc.
Profilo
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.
Posizioni attive di Jim Klein
| Società | Posizione | Inizio |
|---|---|---|
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 |
Precedenti posizioni note di Jim Klein
| Società | Posizione | Fine |
|---|---|---|
| Reimer & Koger Associates, Inc. | Corporate Officer/Principal | - |
Formazione di Jim Klein
| The University of Chicago | Masters Business Admin |
| The Wharton School of the University of Pennsylvania | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 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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