Mark Everett Eveans
Chief Executive Officer at Meritage Portfolio Management, Inc.
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Clint Anderson | M | 48 |
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. | 18 years |
| Sharon Lee Divine | F | 64 |
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. | 31 years |
| Jim Klein | M | 67 |
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. | 33 years |
| Jane Hyde Williams | F | - |
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. | 87 years |
| Karen Barr | F | - |
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. | - |
| Corey John Saathoff | M | 53 |
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. | 28 years |
| Zack Shafran | M | - |
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. | 2 years |
| John Mark Wallis | M | 61 |
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. | 12 years |
| Alison Baur | F | 60 |
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. | - |
| Yvette Garcia | F | - |
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. | - |
| Karen Aspinall | F | - |
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. | - |
| Burnie Sparks | M | - |
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. | - |
| Jennifer Murphy | F | - |
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. | - |
| David Ostreicher | M | - |
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. | - |
| Gwen Reinke | F | - |
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. | - |
| Julie Vander Weele | F | - |
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. | - |
| Richard Adler | M | - |
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. | - |
| Mary Elizabeth Keefe | F | 73 |
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. | - |
| David Oestreicher | M | 57 |
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. | - |
| Jeff Schweon | M | - |
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. | - |
| Joan Marie Giardina | F | 75 |
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. | - |
| Richard Hough | M | 54 |
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. | - |
| Christine Carsman | F | 72 |
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. | - |
| Mason King | M | 48 |
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. | - |
| Steve Wilkes | M | - |
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. | - |
| Charlie Mahar | M | - |
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. | - |
| Peter William Tuz | M | - |
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. | - |
| Geoff Alexander | M | - |
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. | - |
| Len Mitchell | M | 70 |
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. | 26 years |
| Cheryl Hesse | F | - |
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. | - |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| William B. Moore | M | 71 |
Wichita State University
| 4 years |
| Stan G. Brannan | M | - |
Wichita State University
| 4 years |
| Andy Corbin | M | - |
Wichita State University
| 4 years |
| John D. White | M | - |
Wichita State University
| 4 years |
| Jeffrey Lynn Turner | M | 73 |
Wichita State University
| 4 years |
| Alan Staples | M | - |
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. | - |
| Harvey Elias Najim | M | - |
Wichita State University
| - |
| M. Pelton | M | 73 |
Wichita State University
| 4 years |
| Stuart H. Harden | M | - |
Wichita State University
| 4 years |
| J. Michael Vess | M | 72 |
Wichita State University
| 4 years |
| David Frieden | M | - |
Wichita State University
| 4 years |
| Diane L. Lee | F | - |
Wichita State University
| 4 years |
| Dennis Don McMillan | M | - |
Wichita State University
| 4 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 43 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Mark Everett Eveans
- Personal Network
