SHAFRAN ZACHARY HOWARD appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. SHAFRAN ZACHARY HOWARD appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | MERITAGE PORTFOLIO MANAGEMENT, INC. | CO-CHIEF INVESTMENT OFFICER & SR PORTFOLIO MANAGER | OVERLAND PARK, KS |
| — | Form ADV | IVY MANAGEMENT INC | SENIOR VICE PRESIDENT | BOCA RATON, FL |