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Jim Klein's Location
Overland Park, KS, US
Jim Klein's Education
University of Pennsylvania
Bachelor of Science - BS (Finance, General)
1974 - 1978
The Wharton School
BS Economics (Finance)
1974 - 1978
The University of Chicago Booth School of Business
Master of Business Administration - MBA
1978 - 1980
The University of Chicago Booth School of Business
1978 - 1980
Jim Klein's Skills
Equities
Asset Management
Investments
Portfolio Management
Asset Allocation
Alternative Investments
Investment Strategies
Bloomberg
Investment Management
Investment Advisory
Jim Klein's Summary
Jim Klein, based in Overland Park, KS, US, is currently a Principal, Sr. Portfolio Manager at Meritage Portfolio Management. Jim Klein holds a 1974 - 1978 Bachelor of Science - BS in Finance, General @ University of Pennsylvania. With a robust skill set that includes Equities, Asset Management, Investments, Portfolio Management, Asset Allocation and more, Jim Klein contributes valuable insights to the industry. Jim Klein has 2 emails and 1 mobile phone number on RocketReach.