Zack Shafran
Chief Investment Officer at Meritage Portfolio Management, Inc.
Zack Shafran active positions
Companies | Position | Start | End |
---|---|---|---|
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. | Chief Investment Officer | 2022-10-31 | - |
Portfolio Manager-Equities | 2022-10-31 | - |
Career history of Zack Shafran
Former positions of Zack Shafran
Companies | Position | Start | End |
---|---|---|---|
Ivy Investment Management Co.
Ivy Investment Management Co. Investment ManagersFinance Ivy Investment Management Co. (dba Ivy Investments) is a SEC-registered investment adviser and mutual fund manager headquartered in Overland Park, Kansas. The firm was founded in 1937 and is a wholly-owned, direct subsidiary of Waddell & Reed Financial, Inc. (NYSE: WDR). Ivy Investments acts as investment adviser for a variety of clients, including registered investment companies (distributed through affiliated and unaffiliated distribution channels), institutional and other private investors and provides sub-advisory services to unaffiliated US mutual funds. | Portfolio Manager-Equities | 2018-01-31 | 2021-11-30 |
Waddell & Reed Investment Management Co.
Waddell & Reed Investment Management Co. Investment ManagersFinance Waddell & Reed Investment Management Co. (WRIMCO) is a registered investment advisor and mutual fund manager headquartered in Overland Park, Kansas. The firm is a subsidiary of Waddell & Reed, Inc., ultimately held by Waddell & Reed Financial, Inc. (NYSE: WDR). Founded in 1972, WRIMCO provides advisory services to a variety of clients, including defined benefit pension plans, non-proprietary US investment companies, non-US pooled vehicles, defined contribution plans, charitable foundations, and high net worth clients. | Analyst-Equity | 1990-05-31 | 2018-12-30 |
Director of Research - Fxd Inc | 2009-12-31 | 2015-12-31 | |
Director of Research - Equity | 2009-12-31 | 2015-12-31 | |
Portfolio Manager-Equities | 1995-12-31 | 2018-12-30 | |
Piper Sandler & Co. (Broker)
Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology. | Corporate Officer/Principal | 1987-12-31 | - |
Training of Zack Shafran
University of Missouri | Undergraduate Degree |
Statistics
International
United States | 6 |
Operational
Portfolio Manager-Equities | 3 |
Analyst-Equity | 1 |
Director of Research - Fxd Inc | 1 |
Sectoral
Finance | 5 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 4 |
---|---|
Waddell & Reed Investment Management Co.
Waddell & Reed Investment Management Co. Investment ManagersFinance Waddell & Reed Investment Management Co. (WRIMCO) is a registered investment advisor and mutual fund manager headquartered in Overland Park, Kansas. The firm is a subsidiary of Waddell & Reed, Inc., ultimately held by Waddell & Reed Financial, Inc. (NYSE: WDR). Founded in 1972, WRIMCO provides advisory services to a variety of clients, including defined benefit pension plans, non-proprietary US investment companies, non-US pooled vehicles, defined contribution plans, charitable foundations, and high net worth clients. | Finance |
Piper Sandler & Co. (Broker)
Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology. | Finance |
Ivy Investment Management Co.
Ivy Investment Management Co. Investment ManagersFinance Ivy Investment Management Co. (dba Ivy Investments) is a SEC-registered investment adviser and mutual fund manager headquartered in Overland Park, Kansas. The firm was founded in 1937 and is a wholly-owned, direct subsidiary of Waddell & Reed Financial, Inc. (NYSE: WDR). Ivy Investments acts as investment adviser for a variety of clients, including registered investment companies (distributed through affiliated and unaffiliated distribution channels), institutional and other private investors and provides sub-advisory services to unaffiliated US mutual funds. | Finance |
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 |
- Stock Market
- Insiders
- Zack Shafran
- Experience