James M. Klein, CFA, CIC

Principal, Senior Porfolio Manager

jklein@meritageportfolio.com

Jim is a founding Principal of Meritage and serves as a member of the Investment Management Team. He has over 30 years of investment experience, supporting the firm’s equity strategies and managing the firm’s tax-exempt fixed income strategy.

Jim is a primary contact to many of the firm’s private and institutional relationships and is involved in the development of new private client relationships. Jim received his B.S. in Economics from The Wharton School, University of Pennsylvania, and M.B.A. in Finance from the University of Chicago.

Jim’s outside interests include volunteering for several charitable boards, currently including the Jewish Community Foundation and Village Shalom, as well as playing guitar.

Quote: “Never forget the six-foot-tall man who drowned crossing the stream that was five feet deep on average.” – Howard Marks