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Len Mitchell
Portfolio Manager-Equities at Meritage Portfolio Management, Inc.
Len Mitchell 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. | Portfolio Manager-Equities | 1998-06-30 | - |
Career history of Len Mitchell
Former positions of Len Mitchell
Companies | Position | Start | End |
---|---|---|---|
Chase Investment Bank Ltd. | Corporate Officer/Principal | - | - |
Training of Len Mitchell
Texas Christian University | Masters Business Admin |
Statistics
International
United States | 4 |
Operational
Portfolio Manager-Equities | 1 |
Masters Business Admin | 1 |
Undergraduate Degree | 1 |
Sectoral
Finance | 3 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 2 |
---|---|
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 |
Chase Investment Bank Ltd. | Finance |
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