Len Mitchell
Portfolio Manager-Equities at Meritage Portfolio Management, Inc.
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Mark Everett Eveans | M | 79 |
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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Bryan Koop | M | 65 |
Texas Christian University
| 6 years |
| Steve Antry | M | - |
Texas Christian University
| 5 years |
| George R. Kondrach | M | - |
Texas Christian University
| 4 years |
| Levi Davis | M | - |
Texas Christian University
| 4 years |
| Bonnie Johnson | F | - |
Texas Christian University
| 4 years |
| Kenneth Thomas | M | - |
Texas Christian University
| 2 years |
| Deborah Jenkins Hutchinson | F | 65 |
Texas Christian University
| 4 years |
| Plez Bryan Transou | M | - |
Texas Christian University
| 4 years |
| Andrew Ashton Hyltin | M | 65 |
Texas Christian University
| 4 years |
| Jerry K. Clements | F | - |
Texas Christian University
| 4 years |
| Richard Dean Pascuzzi | M | - |
Texas Christian University
| 4 years |
| Bonnie M. Cerrito | F | - |
Texas Christian University
| 4 years |
| Mark K. Monroe | M | 72 |
Texas Christian University
| 4 years |
| S. Chris Herndon | M | 63 |
Texas Christian University
| 4 years |
| Roger R. Fay | M | - |
Texas Christian University
| 1 years |
| Tom Purvis | M | 65 |
Texas Christian University
| 4 years |
| Thomas M. Crain | M | - |
Texas Christian University
| 4 years |
| Bill Curtis | M | - |
Texas Christian University
| 3 years |
| Francis Xavier Palermo | M | - |
Texas Christian University
| 2 years |
| Richard E. Tauber | M | - |
Texas Christian University
| 4 years |
| Paul Jeffrey Cook | M | 67 |
Texas Christian University
| 4 years |
| James C. Estill | M | 77 |
Texas Christian University
| 2 years |
| David W. Tauber | M | 74 |
Texas Christian University
| 4 years |
| Michael W. Hewatt | M | 75 |
Texas Christian University
| 4 years |
| William Dunn | M | 69 |
Texas Christian University
| 4 years |
| Gilbert R. Whitaker | M | 92 |
Texas Christian University
| 2 years |
| Mark C. Hill | M | 72 |
Texas Christian 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. | - |
| C. Stewart | M | 76 |
Texas Christian University
| 4 years |
| Tom Atteberry | M | - |
Texas Christian University
| 4 years |
| Greg S. Bennett | M | - |
Texas Christian University
| 4 years |
| Donald Fortenberry | M | - |
Texas Christian University
| 4 years |
| Rafael Garza | M | 64 |
Texas Christian University
| 4 years |
| Crawford Edwards | M | 65 |
Texas Christian University
| 4 years |
| Steven J. Benedetti | M | - |
Texas Christian University
| 1 years |
| Cindy P. Milrany | F | - |
Texas Christian University
| 4 years |
| Sid White | M | - |
Texas Christian University
| 6 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 44 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Len Mitchell
- Personal Network
