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Mark Eveans

Mark Eveans

President and Chief Investment Officer at Meritage Portfolio Management

Kansas City, MO , United States

About

Mark E. Eveans is President and Chief Investment Officer at Meritage Portfolio Management, based in the Kansas City area, where he oversees the firm's investment philosophy and portfolio management strategies as both a founding principal and Co-CIO. He plays a central role in leading Meritage’s overall direction, supporting their Value and Yield-Focus Equity strategies, and maintains active participation in portfolio construction for high-net-worth individuals and institutional clients. Mr. Eveans specializes in managing equity portfolios with an emphasis on value, growth, yield-focus, and small-cap equities, as well as taxable and tax-exempt fixed-income assets, reflecting a comprehensive expertise across major asset classes.

With a career spanning over four decades, Mr. Eveans previously served as Managing Director at Reimer and Koger Associates, Inc. and as Chief Portfolio Manager and Chairman of the Stock Selection Committee at Continental Illinois National Bank of Chicago. As a founding principal of Meritage Portfolio Management since 1991, his leadership has contributed to the firm’s growth into one of the top advisory firms in the region.

Mr. Eveans holds a BBA with Honors and an MS with Distinction in Finance from Wichita State University, complemented by professional designations including CFA and CIC. He is recognized for his disciplined, value-oriented investment process and commitment to maximizing long-term value through rigorous fundamental analysis and diversified strategies.

Career History

OrganizationRoleDate RangeDetails
Meritage Portfolio ManagementPresident and Chief Investment OfficerJul 1991 to Present
As the CIO and a Senior Portfolio Manager, I am responsible for the overall direction of the Meritage Portfolio Management investment process. Our process now produces five distinct equity strategies ...
Reimer and Koger Associates, Inc.Managing DirectorJan 1981 to Jan 1991
I led the Core Value Group at Reimer & Koger where our current (Meritage) value-centric philosophy was born and began its growth. The early architecture for our comprehensive equity decision-making pr...
Continental Illinois National Bank of ChicagoChief Portfolio Manager and Chairman of the Stock Selection CommitteeJan 1976 to Jan 1981
At Continental, I led a three person final selection committee, and was Director of Research in charge of approximately 30 analysts, who formed the framework for an increasingly systematic decision-ma...

Education

Wichita State University

Bachelor of Business Administration (BBA) with Honors, Business, Finance, Economics

Wichita State University

Master of Science in Finance with Distinction, Finance

Skills & Expertise

Portfolio Management
Security Analysis
Investment Management
Asset Allocation
Separately Managed Accounts
Mutual Funds
Investments
Investment Strategies
Macro Analysis
Profit Sharing
Fixed Income Strategies
Endowment Funds
Client Relations
Business Development
Strategic Planning
Strategic Leadership
Alternative Investments
Options Strategies
Investment Advisory
Public Speaking
Microsoft Excel
Sales
Business Strategy
Marketing
Management

Others at Meritage Portfolio Management (5)

NameRoleLocation
J
Jim Klein
Principal, Sr. Portfolio ManagerOverland Park, KS , United States
L
Leonard Mitchell
CFA, Principal, Sr. Portfolio ManagerOverland Park, KS , United States
P
Philip Cole
Senior Client Portfolio ManagerKansas City, MO , United States
Ryan Chiaverini
Ryan Chiaverini
Client Portfolio ManagerKansas City, MO , United States
Zachary Shafran
Zachary Shafran
Senior Portfolio ManagerKansas City, MO , United States

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