Jim Klein
Fondatore presso Meritage Portfolio Management, Inc.
Provenienza dei contatti di primo grado di Jim Klein
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
The Wharton School of the University of Pennsylvania
164
| College/University | Other Consumer Services | 164 |
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.
8
| Private Company | Investment Managers | 8 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Jim Klein tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
Genentech, Inc.
 Genentech, Inc. BiotechnologyHealth Technology Genentech, Inc. develops, manufactures and markets pharmaceutical products for life-threatening medical conditions. It studies various areas including oncology, immunology, neuroscience, ophthalmic diseases, microbial pathogenesis, metabolic diseases, cardiovascular diseases, and opportunistic areas. The company was founded by Herb W. Boyer and Robert A. Swanson in 1976 and is headquartered in South San Francisco, CA. | Biotechnology | Sales & Marketing Corporate Officer/Principal | |
Washington Mutual, Inc.
 Washington Mutual, Inc. Savings BanksFinance Washington Mutual, Inc. provides financial services to consumers and mid sized businesses in the United States. The company primarily operates through three segments: retail banking & financial services, mortgage banking and commercial banking. The retail banking and financial services segment provides investment advisory and brokerage services, sales of annuities, mutual fund management and other financial services. This segment also purchases and re-underwrites loans to subprime borrowers. The mortgage banking segment offers various home loans including fixed rate home loans, adjustable rate home loans, hybrid home loans, option ARMs and government insured or guaranteed home loans. The commercial segment provides financing to developers and investors for the acquisition or construction of multifamily dwellings and other commercial properties, originates and services multifamily and other commercial real estate loans. The company was founded in August 1994 and is headquartered in Seattle, WA. | Savings Banks | Corporate Officer/Principal Director/Board Member | |
| MORGAN STANLEY | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Brown Brothers Harriman & Co. (Investment Management)
 Brown Brothers Harriman & Co. (Investment Management) Investment ManagersFinance Brown Brothers Harriman & Co. (Investment Management) (BBH-IM) is the investment management division of Brown Brothers Harriman & Co., a registered broker/dealer headquartered in New York City. The firm was founded in 1931 and do-business-as Brown Brothers Harriman Mutual Fund Advisory Department. BBH-IM advises or sub-advises Mutual Funds, an ETF, and UCITS Funds. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
DWS Investment Management Americas, Inc.
 DWS Investment Management Americas, Inc. Investment ManagersFinance DWS Investment Management Americas, Inc. (DIMA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1984 and formerly known as Deutsche Investment Management Americas Inc. In 2018, they changed their name to DWS as part of the rebranding of Deutsche Asset Management. They are a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (ETR: DBK) in Germany. DIMA provides discretionary and non-discretionary investment advisory services to various institutional clients. They also provide investment advisory services for their municipal bond strategies through wrap fee programs. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
| PZENA INVESTMENT MANAGEMENT, INC. | Investment Managers | Director/Board Member President | |
Oppenheimer & Co., Inc.
 Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
UBS Securities LLC
 UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Analyst-Equity Chairman | |
| RELIANCE GLOBAL GROUP, INC. | Insurance Brokers/Services | Director/Board Member | |
Southern Methodist University
 Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology. | College/University | Director/Board Member Undergraduate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | Graduate Degree Masters Business Admin Masters Business Admin | |
| Stanford University | College/University | Graduate Degree Doctorate Degree | |
| University of Pennsylvania | College/University | Director/Board Member Director/Board Member Director/Board Member Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Corporate Officer/Principal Undergraduate Degree Graduate Degree | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Trading-Equity Analyst-Equity Corporate Officer/Principal Private Equity Investor | |
Blue Cross & Blue Shield of Massachusetts, Inc.
 Blue Cross & Blue Shield of Massachusetts, Inc. Miscellaneous Commercial ServicesCommercial Services Blue Cross & Blue Shield of Massachusetts, Inc. provides indemnity insurance and medicare extension programs. The firm offers medical and dental plans, pharmacy coverage, vision coverage and health savings accounts. The company was founded in 1937 and is located in Boston, MA. | Miscellaneous Commercial Services | Chairman Private Equity Investor | |
| University of Missouri | College/University | Undergraduate Degree Masters Business Admin | |
| THE PHILIPPINE STOCK EXCHANGE, INC. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| Berklee College of Music | College/University | Director/Board Member | |
| The University of Chicago | College/University | Doctorate Degree Masters Business Admin Masters Business Admin Masters Business Admin | |
| Yale University | College/University | Undergraduate Degree Graduate Degree | |
| Tufts University | College/University | Undergraduate Degree Undergraduate Degree | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Iowa | College/University | Undergraduate Degree Graduate Degree | |
Lincoln Center for the Performing Arts, Inc.
 Lincoln Center for the Performing Arts, Inc. Movies/EntertainmentConsumer Services Lincoln Center for the Performing Arts, Inc. provides entertainment services. It offers dance, music, film, opera, theater, family, and festivals and programs. The company was founded by Dwight D. Eisenhower on May 14, 1959 and is headquartered in New York, NY. | Movies/Entertainment | Director/Board Member Director/Board Member | |
United Talent Agency LLC (California)
 United Talent Agency LLC (California) Miscellaneous Commercial ServicesCommercial Services United Talent Agency, Inc. a talent and entertainment company. The firm offers actors, producers, directors, writers, musicians, models, composers, and corporations in the film, television, and media sectors. It operates through the following divisions: Book, Music, Digital Media, Alternative, and Primetime Television and Entertainment Marketing. The company was founded by Jeremy Zimmer, Peter Benedek and James Berkus in 1991 and is headquartered in Beverly Hills, CA. | Miscellaneous Commercial Services | Chairman | |
The Charles Stark Draper Laboratory, Inc.
 The Charles Stark Draper Laboratory, Inc. Miscellaneous Commercial ServicesCommercial Services The Charles Stark Draper Laboratory, Inc. engages in the design, development, and deployment of technological solutions. It focuses on the areas of commercial, space, national security, strategic systems, and global challenges. It provides engineering services to government, commercial companies, and educational institutions. The company was founded by Charles Stark Draper in 1934 and is headquartered in Cambridge, MA. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
| Instituto Tecnológico y de Estudios Superiores de Monterrey | College/University | Director/Board Member Undergraduate Degree | |
Ben Franklin Technology Partners /Ventures/
 Ben Franklin Technology Partners /Ventures/ Investment ManagersFinance Ben Franklin Technology Partners /Ventures/ (Ben Franklin Tech Partners) is a venture Capital firm founded in 1982. The firm is headquartered in Philadelphia, Pennsylvania. | Investment Managers | Investment Committee Member Investment Committee Member | |
Greater Houston Partnership Inc
 Greater Houston Partnership Inc Investment Trusts/Mutual FundsMiscellaneous Greater Houston Partnership operates as a place for community-minded business leaders who want to be involved in Houston''s positive growth and influence the direction. The company was founded in 1840 and is headquartered in Houston, TX. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
New York State Bar Association
 New York State Bar Association Miscellaneous Commercial ServicesCommercial Services New York State Bar Association is a non-profit organization, which provides legal services and offers a membership program for lawyers. It also publishes an array of books, bar journals, law digest, and State Bar news. The company was founded in 1876 and is headquartered in Alban, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
National Association of Corporate Directors
 National Association of Corporate Directors Miscellaneous Commercial ServicesCommercial Services The National Association of Corporate Directors is a non-profit organization that provides essential resources to help directors strengthen board leadership. The American company was founded by Maryann Bruce and the CEO is Peter R. Gleason. | Miscellaneous Commercial Services | Corporate Officer/Principal Director/Board Member | |
| The International Business Council | Corporate Officer/Principal Corporate Officer/Principal | ||
Fenway Sports Group LLC
 Fenway Sports Group LLC Movies/EntertainmentConsumer Services Fenway Sports Group operates as a sports, media and entertainment company. It offers property representation, sponsorship sales and brand management consulting services. The company was founded by John William Henry in 2001 and is headquartered in Boston, MA. | Movies/Entertainment | Private Equity Investor | |
| Red Bird Capital LLC | Private Equity Investor | ||
| Welsh Farms, Inc. | Chief Executive Officer | ||
| Nashone, Inc. | Founder | ||
Trustees of the University of Pennsylvania
 Trustees of the University of Pennsylvania Investment Trusts/Mutual FundsMiscellaneous Trustees of The University of Pennsylvania engages in the provision of social services. The company was founded in 1740 and is headquartered in Philadelphia, PA. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| MIT Sloan School of Management | College/University | Masters Business Admin Undergraduate Degree | |
Gratitude Management LLC
 Gratitude Management LLC Investment ManagersFinance Gratitude Management LLC (Gratitude Railroad) is a venture capital firm founded in 2013 by Howard Fischer and Eric Jacobsen. The firm is headquartered in Park City, Utah. | Investment Managers | Founder Director/Board Member | |
The Springhill Co. LLC
 The Springhill Co. LLC Movies/EntertainmentConsumer Services The Springhill Co. LLC develops and produces entertainment in partnership with brands and platforms. The company was founded by LeBron James and Maverick Carter and is headquartered in Los Angeles, CA. | Movies/Entertainment | Director/Board Member | |
Ladder LLC
 Ladder LLC Medical DistributorsDistribution Services Ladder LLC is a sports nutrition company. The company was founded by LeBron James and Arnold Schwarzenegger in 2014 and is headquartered in Santa Monica, CA. | Medical Distributors | Director/Board Member | |
Illumina Radiopharmaceuticals LLC
 Illumina Radiopharmaceuticals LLC Pharmaceuticals: MajorHealth Technology Illumina Radiopharmaceuticals LLC provides pharmaceutical services. The company is headquartered in New York, NY. | Pharmaceuticals: Major | Chief Executive Officer | |
Content Partners LLC (California)
 Content Partners LLC (California) Investment ManagersFinance Content Partners LLC (Content Partners) is an Independent Private Equity/Venture Capital firm founded in 2005 by Steven H. Kram, Steven E. Blume and Todd R. Wagner. The firm is headquartered in Los Angeles, California. | Investment Managers | Chairman |
Statistiche
Distribuzione geografica
| Stati Uniti | 47 |
| Filippine | 2 |
| Messico | 2 |
| Canada | 2 |
Settori
| Consumer Services | 18 |
| Finance | 17 |
| Commercial Services | 7 |
| Health Technology | 3 |
| Miscellaneous | 3 |
Posizioni
| Director/Board Member | 527 |
| Corporate Officer/Principal | 237 |
| Independent Dir/Board Member | 136 |
| Chairman | 119 |
| Chief Executive Officer | 106 |
Contatti più connessi
| Insiders | |
|---|---|
| Daniel Geffken | 53 |
| Corrado Passera | 38 |
| Jacob Wallenberg | 34 |
| Stephen McLean | 33 |
| Paul Wachter | 31 |
| Patrick Sun | 30 |
| Michael B. Aronson | 27 |
| Richard Perry | 27 |
| Edwin Villanueva | 26 |
| Lee Hillman | 26 |
| Luis Virata | 25 |
| Laura Lang | 24 |
| Rob Kapito | 23 |
| Jamie Dinan | 23 |
| Jean-Jacques Bienaimé | 22 |
- Borsa valori
- Insiders
- Jim Klein
- Connessioni Società
