Jim Klein

Fondatore presso Meritage Portfolio Management, Inc.

67 anni

Consumer Services

Finance

Posizioni attive di Jim Klein

Società	Posizione	Inizio	Fine
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.	Fondatore	01/01/1991	-
	Gestore di Portafoglio-Azioni	01/01/1991	-
	Portfolio Manager-Fixed Income	01/01/1991	-

Società	Posizione	Inizio	Fine
Reimer & Koger Associates, Inc.	Corporate Officer/Principal	-	-

The University of Chicago	Masters Business Admin
The Wharton School of the University of Pennsylvania	Undergraduate Degree

Distribuzione geografica

Stati Uniti

Posizioni

Founder	1
Portfolio Manager-Equities	1
Portfolio Manager-Fixed Income	1

Settori

Consumer Services	3
Finance	2

Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

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.

Aziende private

Finance

Reimer & Koger Associates, Inc.