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.
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