MERITAGE PORTFOLIO MANAGEMENT, INC. of OVERLAND PARK, KS is an SEC-registered investment adviser (CRD 107177). Regulatory assets under management: $2.4B.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Investment cos.
| Name | Role | Location |
|---|---|---|
| Bradley Anthony Bergman | OWNER | — |
| Mark Everett Eveans | PRESIDENT, DIRECTOR & CO-CHIEF INVESTMENT OFFICER | — |
| James Milgram Klein | DIRECTOR, PRINCIPAL & SENIOR PORTFOLIO MANAGER | — |
| Deborah Kay Eveans | VP OF FINANCE & CHIEF COMPLIANCE OFFICER | — |
| Sharon Lee Divine | PRINCIPAL & SR. PORTFOLIO MANAGER | — |
| Leonard Curtis Mitchell | PRINCIPAL AND SR. PORTFOLIO MGR | — |
| Zachary Howard Shafran | CO-CHIEF INVESTMENT OFFICER & SR PORTFOLIO MANAGER | — |
| EVEANS MARK EVERETT | PRESIDENT & CHIEF INVESTMENT OFFICER; PRESIDENT, DIRECTOR & CHIEF INVESTMENT OFFICER; PRESIDENT, DIRECTOR & CO-CHIEF INVESTMENT OFFICER (+1 more) | — |
| BASH THOMAS JOSEPH | CONSULTANT; MANAGING DIRECTOR; SEC./TREASURER & MANAGING DIRECTOR | — |
| KLEIN JAMES MILGRAM | DIRECTOR, PRINCIPAL & SENIOR PORTFOLIO MANAGER; MANAGING DIRECTOR; MANAGING DIRECTOR, TREASURER & SECRETARY (+1 more) | — |
| BERGMAN BRADLEY ANTHONY | OWNER | — |
| EVEANS DEBORAH KAY | VP OF FINANCE & CHIEF COMPLIANCE OFFICER | — |
| SCROGHAM SHARON LEE | PRINCIPAL & SR. PORTFOLIO MANAGER | — |
| MITCHELL LEONARD CURTIS | PRINCIPAL AND SR. PORTFOLIO MGR | — |
| SHAFRAN ZACHARY HOWARD | CO-CHIEF INVESTMENT OFFICER & SR PORTFOLIO MANAGER | — |
| DIVINE SHARON LEE | PRINCIPAL & SR. PORTFOLIO MANAGER | — |