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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.

TitleCo-Chief Investment Officer & Sr Portfolio Manager
OwnershipUnder 5%
Control personNo
Since2022
View Meritage Portfolio Management, Inc. →