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@meritageportfolio.com
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3 phones found area 913
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Mark E. Eveans is listed as President and Chief Investment Officer at Meritage Portfolio Management at Meritage Portfolio Management, a company with 17 employees, based in Kansas City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at meritageportfolio.com, phone signal with area code 913, and a matched LinkedIn profile for Mark E. Eveans.
Mark E. Eveans previously worked as President and Chief Investment Officer at Meritage Portfolio Management and Managing Director at Reimer And Koger Associates, Inc.. Mark E. Eveans holds Bachelor Of Business Administration (Bba) With Honors, Business, Finance, Economics from Wichita State University.
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Mark Eveans is Chief Investment Officer of the firm and leads the Meritage Value Equity Investment style. He has over 40 years of experience managing institutional and private portfolios, preceded by four years as an institutional security analyst. Prior to founding Meritage, Mark served for 11 years as a Managing Director for Reimer and Koger Associates, Inc., where he led the Core Value Group. Prior to this, he was the Chief Portfolio Manager and Chairman of the Stock Selection Committee for the Trust Investment division of a major Chicago institution. He is past President of the Kansas City Society of Financial Analysts. Most recently, he was elected to the Board of Directors of the Investment Adviser Association, the leading trade association for independent investment management companies. Mark is a Chartered Financial Analyst and received his B.A. and M.B.A. in Finance from Wichita State University with Honors.Disclaimer: “While appreciated, we have been advised that accepting recommendations and endorsements is discouraged by the SEC, and as such, do not accept them as a matter of policy. Please be wary of posting or commenting on behalf of me and/or Meritage Portfolio Management, Inc. Meritage is not responsible for nor condones any comments by third parties on their behalf.”
Listed skills include Portfolio Management, Security Analysis, Investment Management, Asset Allocation, and 15 others.
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Kansas City, Missouri Area
As the CIO and a Senior Portfolio Manager, I am responsible for the overall direction of the Meritage Portfolio Management investment process. Our process now produces five distinct equity strategies -All Cap Value, Growth and Yield-Focus; Small Cap Value and Growth - and two bond strategies. I lead the Value Strategy Team, and am a member of the.
Kansas City, Missouri Area
I led the Core Value Group at Reimer & Koger where our current (Meritage) value-centric philosophy was born and began its growth. The early architecture for our comprehensive equity decision-making process – affectionately called the Mark System – took shape during these years.
Greater Chicago Area
At Continental, I led a three person final selection committee, and was Director of Research in charge of approximately 30 analysts, who formed the framework for an increasingly systematic decision-making process. I also provided direct management, utilizing our analyst-driven process, for some of the Continental’s leading pooled and comingled funds.
Other employees you can reach at meritageportfolio.com. View company contacts for 17 employees →
Stacy Windham
Colleague at Meritage Portfolio Management
Mayville, Michigan, United States, United States
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Bryon Gilbert, Cfp
Colleague at Meritage Portfolio Management
Overland Park, Kansas, United States, United States
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Tammy Dannewitz
Colleague at Meritage Portfolio Management
Leawood, Kansas, United States, United States
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Zachary Shafran
Colleague at Meritage Portfolio Management
Kansas City Metropolitan Area, United States
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Ryan Chiaverini, Cfa, Cpa
Colleague at Meritage Portfolio Management
Kansas City Metropolitan Area, United States
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Sharon Divine, Cfa
Colleague at Meritage Portfolio Management
Overland Park, Kansas, United States, United States
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Corey Saathoff
Colleague at Meritage Portfolio Management
Overland Park, Kansas, United States, United States
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MT
Melissa Trujillo
Colleague at Meritage Portfolio Management
Leawood, Kansas, United States, United States
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LM
Leonard Mitchell, Cfa
Colleague at Meritage Portfolio Management
Overland Park, Kansas, United States, United States
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Philip Cole, Cfa
Colleague at Meritage Portfolio Management
Kansas City Metropolitan Area, United States
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Activities and Societies: Beta Gamma Sigma Business Honor Society, Golden Key International Academic Honor Society
Activities and Societies: Beta Gamma Sigma Business Honor Society, Golden Key International Academic Honor SocietyReceived various.
Quick answers generated from the profile data available on this page.
Mark E. Eveans works for Meritage Portfolio Management.
Mark E. Eveans is listed as President and Chief Investment Officer at Meritage Portfolio Management at Meritage Portfolio Management.
AeroLeads has found 3 work email signals at @meritageportfolio.com for Mark E. Eveans at Meritage Portfolio Management.
AeroLeads has found 3 phone signal(s) with area code 913 for Mark E. Eveans at Meritage Portfolio Management.
Mark E. Eveans is based in Kansas City Metropolitan Area, United States, United States while working with Meritage Portfolio Management.
Mark E. Eveans has worked for Meritage Portfolio Management, Reimer And Koger Associates, Inc., and Continental Illinois National Bank Of Chicago.
Mark E. Eveans's colleagues at Meritage Portfolio Management include Stacy Windham, Bryon Gilbert, Cfp, Tammy Dannewitz, Zachary Shafran, and Ryan Chiaverini, Cfa, Cpa.
You can use AeroLeads to view verified contact signals for Mark E. Eveans at Meritage Portfolio Management, including work email, phone, and LinkedIn data when available.
Mark E. Eveans holds Bachelor Of Business Administration (Bba) With Honors, Business, Finance, Economics from Wichita State University.
Mark E. Eveans is listed with skills including Portfolio Management, Security Analysis, Investment Management, Asset Allocation, Separately Managed Accounts, Mutual Funds, Investments, and Investment Strategies.
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