James M. Klein, CFA, CIC
Principal, Senior Portfolio Manager
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 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.