John Mark Wallis
Director of Research - Equity at Meritage Portfolio Management, Inc.
Profile
Mr. John M.
Wallis, CFA MBA, is a Director of Fixed Income at Meritage Portfolio Management, Inc. He also manages the firm’s macroeconomic environment analysis.
He has over 25 years of institutional experience in portfolio management, publicly traded security analysis and private investment analysis.
Mr. Wallis was previously employed as a Financial Analyst by The Dodson Group, Inc. He also served on the board at Kansas City Power & Light Co.
He has a Bachelor of Science degree from Arizona State University and an MBA with a concentration in Finance from Avila University, Kansas City, Missouri.
John Mark Wallis 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. | Director of Research - Equity | 2012-06-30 |
Former positions of John Mark Wallis
| Companies | Position | End |
|---|---|---|
Evergy Metro, Inc.
 Evergy Metro, Inc. Electric UtilitiesUtilities Evergy Metro, Inc. engages in the generation, transmission, distribution and sale of electricity. It generates electricity from wind, solar, nuclear, biogas and hydro energy. The company was founded in 1882 and is headquartered in Jefferson City, MO. | Corporate Officer/Principal | 2012-05-30 |
The Dodson Group, Inc.
 The Dodson Group, Inc. Specialty TelecommunicationsCommunications The Dodson Group, Inc. provides office supplies and communication solutions. It offers e-procurement software, office products, and comprehensive communication services. The company was founded by James R. Dodson in 1986 and is headquartered in Indianapolis, IN. | Corporate Officer/Principal | 2002-12-30 |
Training of John Mark Wallis
| Arizona State University | Undergraduate Degree |
| Avila University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
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 |
Evergy Metro, Inc.
Evergy Metro, Inc. Electric UtilitiesUtilities Evergy Metro, Inc. engages in the generation, transmission, distribution and sale of electricity. It generates electricity from wind, solar, nuclear, biogas and hydro energy. The company was founded in 1882 and is headquartered in Jefferson City, MO. | Utilities |
The Dodson Group, Inc.
The Dodson Group, Inc. Specialty TelecommunicationsCommunications The Dodson Group, Inc. provides office supplies and communication solutions. It offers e-procurement software, office products, and comprehensive communication services. The company was founded by James R. Dodson in 1986 and is headquartered in Indianapolis, IN. | Communications |
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