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 |
|---|---|---|---|
| University of Pennsylvania | College/University | Director/Board Member Director/Board Member Director/Board Member Undergraduate Degree Undergraduate Degree Graduate Degree Corporate Officer/Principal Undergraduate Degree Graduate Degree | |
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 | |
| The University of Chicago | College/University | Doctorate Degree Masters Business Admin Masters Business Admin Masters Business Admin | |
| MORGAN STANLEY | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| The Trustees of Columbia University in The City of New York | College/University | Graduate Degree Masters Business Admin Masters Business Admin | |
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 Corporate Officer/Principal Private Equity Investor | |
| POSTE ITALIANE S.P.A. | Regional Banks | President Comptroller/Controller/Auditor | |
| University of Iowa | College/University | Undergraduate Degree Graduate Degree | |
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 | |
| MIT Sloan School of Management | College/University | Masters Business Admin Undergraduate Degree | |
| PZENA INVESTMENT MANAGEMENT, INC. | Investment Managers | Director/Board Member President | |
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 | |
| The International Business Council | Corporate Officer/Principal 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 is a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (ETR: DBK) in Germany. The firm was founded in 1984 and formerly known as Deutsche Investment Management Americas Inc. In 2018, they changed their name into DWS as part of the rebranding of Deutsche Asset Management. DIMA provides discretionary and non-discretionary investment advisory services to various institutional clients. They also provide investment advisory services for its municipal bond strategies through wrap fee programs. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
| Princeton University | College/University | Undergraduate Degree 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 | |
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 PHILIPPINE STOCK EXCHANGE, INC. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
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 | |
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 | |
| Stanford University | College/University | Graduate Degree Doctorate Degree | |
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 | |
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 | |
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 | |
| University of Missouri | College/University | Undergraduate Degree Masters Business Admin | |
The Carter Center, Inc.
 The Carter Center, Inc. Miscellaneous Commercial ServicesCommercial Services The Carter Center, Inc. provides human rights protection services. The firm's services include resolving conflicts; advancing democracy, human rights, and economic opportunity; preventing diseases; improving mental health care; and teaching farmers to increase crop production. The company was founded by James E. Carter, Jr. and Rosalynn Smith Carter in 1982 and is headquartered in Atlanta, GA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
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 | |
| CEMEX, S.A.B. DE C.V. | Construction Materials | Chairman | |
| Carza SA de CV | Chief Executive Officer | ||
| Plaza Sesamo SA de CV | Director/Board Member | ||
| Instituto Tecnológico y de Estudios Superiores de Monterrey | College/University | Director/Board Member | |
| Hospital San José de Monterrey SA de CV | Director/Board Member | ||
Cemex México SA de CV
 Cemex México SA de CV Construction MaterialsNon-Energy Minerals Cemex México SA de CV manufactures cement, concrete and other construction material. Its products include mortar, grey cement, white cement, additives, supporting material for structures such as ribs, wire, nails and mesh, prefabricated elements, paints and tools for mixing and measuring, as well as cutting construction material. It also provides support activities for construction, e-selling services and assistance through its alliance with the suppliers. Cemex Mexico was founded in 1906 and is headquartered in Monterrey, Mexico. | Construction Materials | Chairman | |
| Bank of Mexico | General Government | Corporate Officer/Principal | |
The Courtagen Group LLC
 The Courtagen Group LLC Investment ManagersFinance Courtagen Group LLC is a venture capital firm located in Charlestown, Massachusetts. | Investment Managers | Corporate Officer/Principal | |
| El Consejo Mexicano de Hombres de Negocios AC | Corporate Officer/Principal | ||
Courtagen Life Sciences, Inc.
 Courtagen Life Sciences, Inc. Electronic Equipment/InstrumentsElectronic Technology Courtagen Life Sciences, Inc. provides proteomic and genomic products and services to the life sciences industry. It offers clinical genetic tests for developmental delay, intellectual disability, autism spectrum disorders, epilepsy and seizure disorders and mitochondrial disorders. The company was founded by Jocelyn W. Burke, Elizabeth Holland, Brendan L. McKernan, Kevin J. McKernan, Brian R. McKernan and Timothy Olcott in 1999 and is headquartered in Woburn, MA. | Electronic Equipment/Instruments | Director/Board Member | |
| CRAWFORD & COMPANY | Insurance Brokers/Services | Director/Board Member | |
Reebok International Ltd.
 Reebok International Ltd. Apparel/FootwearConsumer Non-Durables Reebok International Ltd. designs and manufactures apparel, shoes and sports related products. It markets and distributes sportswear and accessories under the Reebok, Rockport, CCM, Jofa, Koho and Greg Norman brands. The company was founded in 1958 and is headquartered in Canton, MA. | Apparel/Footwear | Director/Board Member | |
| ABIOMED, INC. | Medical Specialties | Director/Board Member | |
Dana-Farber Cancer Institute, Inc.
 Dana-Farber Cancer Institute, Inc. Hospital/Nursing ManagementHealth Services Dana-Farber Cancer Institute, Inc. provides treatment to cancer patients and also researches new cancer diagnostics, treatments, and preventions. The firm's patients receive treatment through its cancer centers operated with Brigham and Women's Hospital, Children's Hospital Boston, Massachusetts General Hospital, and Beth Israel Deaconess Medical Center. The company was founded by Sidney Farber in 1947 and is headquartered in Boston, MA. | Hospital/Nursing Management | Director of Finance/CFO |
Statistiche
Distribuzione geografica
| Stati Uniti | 40 |
| Messico | 9 |
| Italia | 2 |
| Filippine | 2 |
| Canada | 2 |
Settori
| Finance | 17 |
| Consumer Services | 13 |
| Commercial Services | 7 |
| Miscellaneous | 3 |
| Health Technology | 3 |
Posizioni
| Director/Board Member | 514 |
| Corporate Officer/Principal | 220 |
| Independent Dir/Board Member | 137 |
| Chairman | 111 |
| Undergraduate Degree | 101 |
Contatti più connessi
| Insiders | |
|---|---|
| Daniel Geffken | 53 |
| Corrado Passera | 38 |
| Jacob Wallenberg | 34 |
| Stephen McLean | 33 |
| Patrick Sun | 30 |
| Richard Perry | 27 |
| Lee Hillman | 26 |
| Edwin Villanueva | 26 |
| Luis Virata | 25 |
| Laura Lang | 24 |
| Jamie Dinan | 23 |
| Sharon Sallows | 23 |
| Rob Kapito | 23 |
| Gail Marcus | 21 |
| Milton Berlinski | 21 |
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- Insiders
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