Corey John Saathoff
Analyst-Equity at Meritage Portfolio Management, Inc.
Profile
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.
Corey John Saathoff active positions
Companies | Position | Start |
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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 | 1996-05-31 |
Training of Corey John Saathoff
Kansas State University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 1 |
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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 |
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