Alan Staples
Career history of Alan Staples
Former positions of Alan Staples
| Companies | Position | Start | End |
|---|---|---|---|
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. | Portfolio Manager-Equities | - | 2006-12-30 |
| CARTESIAN INC | Corporate Officer/Principal | - | - |
Training of Alan Staples
| Coe College | Undergraduate Degree |
| Drake University | Masters Business Admin |
Statistics
International
| United States | 5 |
Operational
| Portfolio Manager-Equities | 1 |
| Corporate Officer/Principal | 1 |
| Undergraduate Degree | 1 |
Sectoral
| Consumer Services | 3 |
| Finance | 2 |
| Commercial Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
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 |
Cartesian, Inc.
 Cartesian, Inc. Miscellaneous Commercial ServicesCommercial Services Cartesian, Inc. engages in the provision of telecommunications, media, and technology consultation services. It offers strategy consulting, analytics and data science, technical services, management consulting, technology solutions, and content security. The company was founded by Richard P. Nespola in 1990 and is headquartered in Overland Park, KS. | Commercial Services |
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