Jim Klein

Founder at Meritage Portfolio Management, Inc.

67 year

Consumer Services

Finance

Profile

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.

Jim Klein active positions

Companies	Position	Start
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	31/12/1990

All active positions of Jim Klein

Former positions of Jim Klein

Companies	Position	End
Reimer & Koger Associates, Inc.	Corporate Officer/Principal	-

See the detail of Jim Klein's experience

Training of Jim Klein

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

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

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Connections

100 +

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

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Linked companies

Private companies	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.