Mark Everett Eveans
Chief Executive Officer at Meritage Portfolio Management, Inc.
Mark Everett Eveans 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. | Chief Executive Officer | 1990-12-31 | - |
Chief Investment Officer | 1990-12-31 | - | |
Founder | 1990-12-31 | - | |
Portfolio Manager-Equities | 1990-12-31 | - | |
President | 1990-12-31 | - | |
Head of Private Banking | 1990-12-31 | - | |
Investment Adviser Association
Investment Adviser Association Miscellaneous Commercial ServicesCommercial Services Investment Adviser Association operates as non-profit organization that exclusively represents the interests of SEC-registered investment adviser firms. The company was founded by Jane H. Williams in 1937 and is headquartered in Washington, DC. | Director/Board Member | - | - |
Career history of Mark Everett Eveans
Former positions of Mark Everett Eveans
Companies | Position | Start | End |
---|---|---|---|
Reimer & Koger Associates, Inc. | Corporate Officer/Principal | - | - |
Continental Bank (Chicago, Illinois) | Corporate Officer/Principal | - | - |
Training of Mark Everett Eveans
Wichita State University | Masters Business Admin |
Statistics
International
United States | 6 |
Operational
Corporate Officer/Principal | 2 |
Chief Executive Officer | 1 |
Chief Investment Officer | 1 |
Sectoral
Finance | 3 |
Consumer Services | 2 |
Commercial Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 4 |
---|---|
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 |
Continental Bank (Chicago, Illinois) | Finance |
Reimer & Koger Associates, Inc. | |
Investment Adviser Association
Investment Adviser Association Miscellaneous Commercial ServicesCommercial Services Investment Adviser Association operates as non-profit organization that exclusively represents the interests of SEC-registered investment adviser firms. The company was founded by Jane H. Williams in 1937 and is headquartered in Washington, DC. | Commercial Services |
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