John Mark Wallis
Director of Research - Equity at Meritage Portfolio Management, Inc.
John Mark Wallis active positions
| 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. | Analyst-Equity | 2012-06-30 | - |
| Director of Research - Equity | 2012-06-30 | - |
Career history of John Mark Wallis
Former positions of John Mark Wallis
| Companies | Position | Start | 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 | 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 | 2002-12-30 |
Training of John Mark Wallis
| Arizona State University | Undergraduate Degree |
| Avila University | Masters Business Admin |
Statistics
International
| United States | 6 |
Operational
| Corporate Officer/Principal | 2 |
| Analyst-Equity | 1 |
| Director of Research - Equity | 1 |
Sectoral
| Consumer Services | 3 |
| Finance | 2 |
| Utilities | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
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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