Meritage Portfolio Management provides personalized and tailored wealth management and investment management services to clients.

Meritage Portfolio Management

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Vice President of Finance and Chief Compliance Officer

Deborah Eveans

President and Chief Investment Officer

Mark Eveans

Director of Operations

Bryon Gilbert

Director of Equity Trading / Senior Portfolio Analyst

Corey Saathoff

Director of Qualitative Research

John Wallis

CFA, Principal, Sr. Portfolio Manager and Director of Quantitative Analysis

Sharon Divine

Office Manager

Caroly Burden

Co-Manager - Yield Focus Equity Fund

Clint Anderson

Principal, Sr. Portfolio Manager

Jim Klein

CFA, Principal, Sr. Portfolio Manager

Leonard Mitchell

Mark E. Eveans

Founding Principal, CIO, and President

Mercer International operates as a pulp business and produces NBSK market pulp.

Private Overland Park Companies

Financial Services Companies With Fewer Than 10 Employees (Top 10K)

Overland Park Investors

Overland Park Companies

Meritage Portfolio Management is an investment management boutique, providing asset management for families, foundations, endowments, corporations, and qualified retirement plans.

Overland Park

Kansas

United States

North America

Meritage Portfolio Management Buys Crocs Inc, Facebook Inc, Illumina Inc, Sells Micron ...

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news impact assignment basic	general
public peers	general	Sep 25, 2024 8:13 PM	02fa5f18
news daily refresh	general
news processing daily refresh	general
news impact assignment daily	general
news processing basic	general	Sep 26, 2024 1:16 AM	f0af96dc
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signals	general	Sep 25, 2024 8:13 PM	87e8488c
crunchbase trigger	general	Oct 30, 2024 1:02 PM	2f152c5d
crunchbase profile	general	Oct 30, 2024 4:16 PM	38faa7ef
li profile	general
translate crunchbase fundingrounds	general	Nov 6, 2024 3:12 PM	6a249199
peers	general	Sep 25, 2024 8:13 PM	0cf069fd
news basic	general	Sep 25, 2024 8:13 PM	cb0ce9bc
bundesanzeiger	filings
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financials download nd	financials
private financials	financials

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Meritage Portfolio Management