Jim Klein
Gründer bei Meritage Portfolio Management, Inc.
Aktive Positionen von Jim Klein
| Unternehmen | Position | Beginn | Ende |
|---|---|---|---|
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. | Gründer | 01.01.1991 | - |
| Portfolio Manager-Aktien | 01.01.1991 | - | |
| Portfolio Manager-Fixed Income | 01.01.1991 | - |
Karriereverlauf von Jim Klein
Ehemalige bekannte Positionen von Jim Klein
| Unternehmen | Position | Beginn | Ende |
|---|---|---|---|
| Reimer & Koger Associates, Inc. | Corporate Officer/Principal | - | - |
Ausbildung von Jim Klein
| The University of Chicago | Masters Business Admin |
| The Wharton School of the University of Pennsylvania | Undergraduate Degree |
Statistik
International
| Vereinigte Staaten | 5 |
Operativ
| Founder | 1 |
| Portfolio Manager-Equities | 1 |
| Portfolio Manager-Fixed Income | 1 |
Sektoral
| Consumer Services | 3 |
| Finance | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 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. |