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Tammy Dannewitz

Operations Specialist at Meritage Portfolio Management

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DISCLAIMER:While appreciated, I 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 ...

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MERITAGE PORTFOLIO MANAGEMENT

MERITAGE PORTFOLIO MANAGEMENT

  • description Description
    Meritage is an investment management boutique, providing asset management for families, foundations, endowments, corporations, and qualified retirement plans. The firm manages $1.7 billion fo...

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  • Employees count Employees 11-50
  • Revenue Revenue 10 Million to 25 Million
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Meritage Portfolio Management Org Chart and Mapping

Employees

Corey Saathoff

Director of Equity Trading / Senior Portfolio Analyst

Ryan Chiaverini

Client Portfolio Manager

Jim Klein

Principal, Sr. Portfolio Manager

Zachary Shafran

Senior Portfolio Manager

John Wallis

Director of Qualitative Research

Mark Eveans

President and Chief Investment Officer

Sharon Divine

CFA, Principal, Sr. Portfolio Manager and Director of Quantitative Analysis

Bryon Gilbert

Director of Operations

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  • Phone number  :  (***)-***-****
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