About Bradley A. Bergman of MERITAGE PORTFOLIO
Bradley A. Bergman is Owner at Meritage Portfolio Management and has been affiliated with Meritage Portfolio Management since September-2003.
Meritage Portfolio Management is an investment advisor that manages 1.5 BN dollars in regulatory AUM and has 17 employees, of which 7 perform investment advisory functions. The managers's latest filing has disclosed 2BN in positions, which represents 108% of the manager's regulatory AUM.
For more on Meritage Portfolio Management including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile
Meritage Portfolio Management is an investment advisor that manages 1.5 BN dollars in regulatory AUM and has 17 employees, of which 7 perform investment advisory functions. The managers's latest filing has disclosed 2BN in positions, which represents 108% of the manager's regulatory AUM.
For more on Meritage Portfolio Management including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile
MERITAGE PORTFOLIO StockAlpha
| Top 25% |
StockAlpha
3 yr performance attributed to stock picking: -1.7%/yr
Co-workers of Bradley A. Bergman at MERITAGE PORTFOLIO
| Name | Title | In Position Since |
|---|
| Mark E. Eveans | President, Director & Chief Investment Officer | July-1991 |
| James M. Klein | Director, Principal & Senior Portfolio Manager | July-1991 |
| Deborah K. Eveans | Vp Of Finance & Chief Compliance Officer | September-2004 |
| Sharon L. Divine | Principal & Sr. Portfolio Manager | January-2008 |
| Leonard C. Mitchell | Principal And Sr. Portfolio Mgr | January-2008 |
Fundamental & Technical Factor Exposure
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Bradley A. Bergman Office Address
7500 COLLEGE BLVD
SUITE 1212
OVERLAND PARK, Kansas
UNITED STATES, 66210
SUITE 1212
OVERLAND PARK, Kansas
UNITED STATES, 66210
Bradley A. Bergman Contact Information
Phone Number: 913-345-7000
Fax Number: 913-345-2213
Website: https://www.meritageportfolio.com/
Fax Number: 913-345-2213
Website: https://www.meritageportfolio.com/
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