Corey John Saathoff
Analyst-Equity chez Meritage Portfolio Management, Inc.
Profil
Mr. Corey J.
Saathoff is a Director of Equity Trading & Senior Portfolio Analyst at Meritage Portfolio Management, Inc. He leads the firm’s equity trading activity, manages the portfolio transition function for new and existing clients, and supports the Yield-Focus Equity strategy.
He has over 25 year's experience as an institutional equity trader.
He is a graduate of Kansas State University, where he received his B.S.
in Electrical Engineering and M.B.A.
in Finance.
Postes actifs de Corey John Saathoff
| Sociétés | Poste | Début |
|---|---|---|
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. | Analyst-Equity | 01/06/1996 |
Formation de Corey John Saathoff
| Kansas State University | Masters Business Admin |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
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 |