Zachary Howard Shafran
Co-Chief Investment Officer & Sr Portfolio ManagerMeritage Portfolio Management, Inc.CRD 1603646
About Zachary Howard Shafran
Zachary Howard Shafran is listed as Co-Chief Investment Officer & Sr Portfolio Manager at Meritage Portfolio Management, Inc. in Overland Park, KS. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Meritage Portfolio Management, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Zachary Howard Shafran work?
Zachary Howard Shafran is listed as Co-Chief Investment Officer & Sr Portfolio Manager at Meritage Portfolio Management, Inc. on SEC Form ADV.
How much of Meritage Portfolio Management, Inc. does Zachary Howard Shafran own?
Form ADV reports a beneficial ownership band of Under 5%.
Meritage Portfolio Management, Inc.
| Title | Co-Chief Investment Officer & Sr Portfolio Manager |
| Ownership | Under 5% |
| Control person | No |
| Since | 2022 |