James Klein is a wealth management financial advisor based in Overland Park, KS.
James specializes in investment management and client portfolio management. Before joining CAPTRUST in 2025, he was a founding partner of Meritage Portfolio Management for 34 years, after five years with its predecessor firm, Reimer & Koger Associates.
James earned his Bachelor of Science degree in finance from the University of Pennsylvania and his Master of Business Administration in finance from the University of Chicago.
Outside of work, James enjoys music, guitar, tennis, reading, and spending time with his grandchildren. He also donates his time through volunteering with many organizations in his local area.
Education
- James earned his Bachelor of Science degree in finance from the University of Pennsylvania and his Master of Business Administration in finance from the University of Chicago.
Industry Designations
- Chartered Investment Counselor
- Chartered Financial Analyst®
Memberships
- Board Chair, Menorah Medical Center Foundation
- Board Chair, Menorah Legacy Foundation
- Board Chair, Village Shalom
- Vice Chair, Big Brothers, Big Sisters of Kansas City
- Jewish Community Foundation of Greater Kansas City
- Jewish Federation, Kansas City