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Mark Eveans is the President and Chief Investment Officer at Meritage
Investment Team

Mark E. Eveans CFA, CIC

President, Co-Chief Investment Officer, Senior Portfolio Manager
James Klein is a founding principal of Meritage
Investment Team

James M. Klein, CFA, CIC

Principal, Senior Portfolio Manager
Len Mitchell leads the Meritage Large Cap Growth Equity strategy.
Investment Team

Leonard C. Mitchell, CFA

Principal, Senior Portfolio Manager
Sharon Divine is a female portfolio manager and principal at Meritage
Investment Team

Sharon L. Divine, CFA

Principal, Senior Portfolio Manager and Director of Research
Investment Team

Zachary H. Shafran

Co-Chief Investment Officer, Senior Portfolio Manager
Deb Eveans is Meritage's Chief Compliance Officer and VP of Administration
Client Service Team

Deborah K. Eveans, CPA

Vice President of Finance & Chief Compliance Officer
Clinton Anderson is the lead portfolio manager for the Meritage Yield-Focus strategy
Investment Team

Clinton W. Anderson, CFA

Senior Portfolio Manager
John Wallis leads Meritage's macro economic process
Investment Team

John M. Wallis, CFA

Director of Macro Research
Investment Team

Christopher E. Hayes

Senior Fixed Income Portfolio Manager
Ryan Chiaverini is a Client Portfolio Manager at Meritage
Investment Team

Ryan Chiaverini, CFA, CPA

Senior Client Portfolio Manager
Investment Team

Philip Cole, CFA

Senior Client Portfolio Manager
Corey Saathoff is the Director of Equity Trading at Meritage
Investment Team

Corey J. Saathoff

Director of Equity Trading, Senior Portfolio Analyst
Tammy Dannewitz is a Senior Operations Specialist at Meritage
Client Service Team

Tammy M. Dannewitz, CFP®

Senior Operations Specialist
Investment Team

MeLissa P. Trujillo

Senior Portfolio Administrator
Bryon Gilbert is Meritage's Director of Operations and Technology.
Client Service Team

Bryon Gilbert, CFP®

Director of Operations & Technology
Joanne Schafer is an Operations Specialist and Charles Schwab liaison
Client Service Team

Joanne L. Schafer

Client Relationship Specialist
Client Service Team

Rachel L. Bracciano

Office Manager, Client Communications Specialist
Hannah Petz
Client Service Team

Hannah Petz

Client Communication Specialist