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名称 | 标题 | 任期 | 至 |
---|---|---|---|
Leonard C. Mitchell | Senior Portfolio Manager | 2013 | 2020 |
背景介紹 | Len Mitchell is a member of the Investment Management Team. He leads the Meritage Growth Equity strategy. Len’s career covers 36 years, including time as an oil and energy analyst, and managing high net worth portfolios at banks and trust companies in Texas. Prior to joining Meritage, Len spent seven years with The Private Bank for the Chase Investment Management Group in Dallas, Texas where he was Vice President, Senior Portfolio Manager and supervised a group of 12 professionals managing nearly $3 billion throughout the Southwestern part of the U.S. He received his B.A. in Accounting and M.B.A. from Texas Christian University with Honors. | ||
Sharon L. Divine | Director | 2013 | 2020 |
背景介紹 | Sharon Divine is a member of the Investment Management Team and is the Director of Quantitative Research, leading the development of the quantitative aspects of the fi rm’s equity investment process. Sharon has over 26 years of investment experience in portfolio management and investment analysis. Prior to joining Meritage, Sharon spent four years with the Educational Retirement Board in Santa Fe, New Mexico, where she managed the equity portfolio of the State Teacher’s Retirement Fund. Sharon received her Bachelor of Business Administration with Emphasis in Computer Science and M.B.A. in Finance from the University of Missouri-Kansas City with Honors. | ||
John M. Wallis | Director | 2013 | 2020 |
背景介紹 | John Wallis is a member of the Investment Management Team, and is the Firm’s first Director of Qualitative Research. In that role, he leads the Firm’s continuing development of its qualitative equity analysis process, which complements the Firm’s extensive quantitative evaluation process. John has 25 years of institutional experience in portfolio management, publicly traded security analysis and private investment analysis. His prior experience encompasses related investment positions at Great Plains Energy, Meadowbrook Insurance Group and Dodson Group, all in the Kansas City area. John has a Bachelor of Science degree from Arizona State University and a MBA with a concentration in Finance from Avila University, Kansas City, Missouri. |
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