Jeremy Goff

President bij Ecofin Tax-Exempt Private Credit Fund, Inc.

46 jaar

Finance

Consumer Services

Government

Oorsprong van het eerstegraads netwerk van Jeremy Goff

Entiteit	Type entiteit	Industrie
Ecofin Tax-Exempt Private Credit Fund, Inc. Ecofin Tax-Exempt Private Credit Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Tortoise Tax-Advantaged Social Infrastructure Fund, Inc. operates as a closed-end investment fund. It provides investment advisory services to the fund and advisers. The company is headquartered in Leawood, KS. 7	Mutual Fd-Closed End	Investment Trusts/Mutual Funds	7

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Onderneming	Sector	Gelieerde personen	Hoofdpost
CRA INTERNATIONAL, INC.	Miscellaneous Commercial Services	Conrad Ciccotello	Corporate Officer/Principal
Chicago Title & Trust Co. Chicago Title & Trust Co. Specialty InsuranceFinance Part of Fidelity National Financial, Inc., Chicago Title & Trust Co. provides title insurance, escrow, and closing services. The company is based in Chicago, IL.	Specialty Insurance	John Woolway	Corporate Officer/Principal
The Central Trust Bank (Jefferson City, Missouri) The Central Trust Bank (Jefferson City, Missouri) Regional BanksFinance The Central Trust Bank provides banking services. The firm offers banking, brokerage, wealth and cash management and financial planning services. The company was founded in September 1902 and is headquartered in Jefferson City, MO.	Regional Banks	Gary Henson	Corporate Officer/Principal
TORTOISE ENERGY INFRASTRUCTURE CORPORATION	Investment Trusts/Mutual Funds	Conrad Ciccotello Bradley Adams Diane Bono Courtney Gengler	Director/Board Member Chief Executive Officer Compliance Officer Director/Board Member
Tortoise Capital Advisors LLC Tortoise Capital Advisors LLC Investment ManagersFinance Tortoise Capital Advisors LLC (Tortoise) is a SEC-registered investment advisor firm headquartered in Overland Park, Kansas. The firm was founded by Harold Birzer in 2002 and is a subsidiary of TortoiseEcofin Borrower LLC (formerly Tortoise Borrower LLC), ultimately held by TortoiseEcofin Investments LLC. Tortoise provides investment management services to individual and institutional investors and pooled investment vehicles.	Investment Managers	Conrad Ciccotello Bradley Adams Diane Bono	Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal
CORENERGY INFRASTRUCTURE TRUST, INC.	Real Estate Investment Trusts	Conrad Ciccotello	Director/Board Member
Country Club Trust Co., NA Country Club Trust Co., NA Regional BanksFinance Country Club Trust Co. NA provides investment advice services. It provides mergers and acquisitions, capital raising and other corporate finance alternatives. The company was founded on March 8, 2002 and is headquartered in Prairie Village, KS.	Regional Banks	Gary Henson	Portfolio Manager-Equities
Mariner LLC Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities.	Investment Managers	Gary Henson	Head-Equity Investments
Tortoise Total Return Fund LLC Tortoise Total Return Fund LLC Investment Trusts/Mutual FundsMiscellaneous Tortoise Total Return Fund LLC operates as a investment holding company. It invests in master limited partnerships and their affiliates through direct placements and open market purchases. The firm assists institutions that seeks to gain exposure to the energy infrastructure sector and publicly traded limited partnerships. Tortoise Total Return Fund was founded in May 2007 and is headquartered in Leawood, KS.	Investment Trusts/Mutual Funds	Conrad Ciccotello	Director/Board Member
Tortoise Gas & Oil Corp. Tortoise Gas & Oil Corp. Investment Trusts/Mutual FundsMiscellaneous Tortoise Gas & Oil Corp. provides investment and other financial related services. It provides services to private & public companies. The company is located in Leawood, KS.	Investment Trusts/Mutual Funds	Conrad Ciccotello	Director/Board Member
TORTOISE POWER AND ENERGY INFRASTRUCTURE FUND, INC.	Investment Trusts/Mutual Funds	Conrad Ciccotello Bradley Adams Diane Bono Courtney Gengler	Director/Board Member Chief Executive Officer Compliance Officer Chief Executive Officer
TortoiseEcofin Investments LLC TortoiseEcofin Investments LLC Financial ConglomeratesFinance TortoiseEcofin Investments LLC engages in the provision of investment advisory services. It also offers investment vehicles which includes closed-end, open end, interval, and private funds. The company was founded by H. Kevin Birzer, David J. Schulte, Zachary A. Hamel, Kenneth P. Malvey, and Terry C. Matlack in December 2002 and is headquartered in Leawood, KS.	Financial Conglomerates	Gary Henson	President
TORTOISE MIDSTREAM ENERGY FUND, INC.	Investment Trusts/Mutual Funds	Conrad Ciccotello Gary Henson Bradley Adams Diane Bono Courtney Gengler	Director/Board Member President Chief Executive Officer Compliance Officer Chief Executive Officer
TORTOISE PIPELINE & ENERGY FUND, INC.	Investment Trusts/Mutual Funds	Conrad Ciccotello Bradley Adams Diane Bono Courtney Gengler	Director/Board Member Chief Executive Officer Compliance Officer Chief Executive Officer
TORTOISE ENERGY INDEPENDENCE FUND, INC.	Investment Trusts/Mutual Funds	Conrad Ciccotello Bradley Adams Diane Bono Courtney Gengler	Director/Board Member Chief Executive Officer Compliance Officer Director/Board Member
Rockhurst University	College/University	Bradley Adams	Masters Business Admin
Blackburn College	College/University	Diane Bono	Undergraduate Degree
DePaul University	College/University	John Woolway	Masters Business Admin
Suffolk University	College/University	Diane Bono	Masters Business Admin
St. Louis University	College/University	Diane Bono	Graduate Degree
University of Iowa	College/University	John Woolway	Undergraduate Degree
Westminster College (Missouri)	College/University	Gary Henson	Undergraduate Degree
University of Denver	College/University	Conrad Ciccotello	Corporate Officer/Principal
University of Wyoming	College/University	Bradley Adams	Undergraduate Degree
Ewing Marion Kauffman Foundation Ewing Marion Kauffman Foundation Investment Trusts/Mutual FundsMiscellaneous Ewing Marion Kauffman Foundation operates as a private, nonpartisan foundation that works in entrepreneurship and education to create uncommon solutions and connect people to the tools they need to shape their futures and be successful. It works with partners to encourage entrepreneurship across America and improve the education of children and youth. It works with educators and researchers nationwide to create awareness of economic impact of entrepreneurship. The company was founded by Ewing Marion Kauffman in 1966 and is headquartered in Kansas City, MO.	Investment Trusts/Mutual Funds	Allen R. Strain	Director of Finance/CFO
Trendstar Investment Trust	Investment Trusts/Mutual Funds	Bradley Adams	Director/Board Member
First National Bank of Omaha (Nebraska) First National Bank of Omaha (Nebraska) Major BanksFinance First National Bank of Omaha engages in the provision of corporate banking, investment banking, retail banking, wealth management, and consumer lending services. The company was founded by Herman Kountze and Augustus Kountze in 1857 and is headquartered in Omaha, NE.	Major Banks	John Woolway	Corporate Officer/Principal
Vantage Investment Partners LLC Vantage Investment Partners LLC Investment ManagersFinance Vantage Investment Partners LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Kansas City, Missouri. The firm was founded by John Woolway in 2003. Vantage provides investment advisory services for individuals, high net-worth individuals, insurance companies, corporations and sub-advised accounts.	Investment Managers	John Woolway	Founder
Montage Investments LLC Montage Investments LLC Investment ManagersFinance Part of Mariner Wealth Advisors LLC, Montage Investments LLC provides investment advice. The company is based in Leawood, KS.	Investment Managers	Gary Henson	President
J. Mack Robinson College of Business	College/University	Conrad Ciccotello	Corporate Officer/Principal
Palmer Square Opportunistic Income Fund Palmer Square Opportunistic Income Fund Investment Trusts/Mutual FundsMiscellaneous Palmer Square Opportunistic Income Fund operates as a non-diversified, closed-end investment company. The fund's primary investment objective is to seek a high level of current income and secondary objective is long-term capital appreciation. It may invest in portfolio of investment grade as well as non-investment grade floating rate securities. The company was founded on May 1, 2014 and is headquartered in Mission Woods, KS.	Investment Trusts/Mutual Funds	Gary Henson	President
Henry W. BlochSchool of Management	College/University	Allen R. Strain	Corporate Officer/Principal
Tortoise Index Solutions LLC Tortoise Index Solutions LLC Investment ManagersFinance Tortoise Index Solutions LLC is a SEC- registered investment advisor headquartered in Overland Park, Kansas. The firm was founded in 2002 and is a subsidiary of TortoiseEcofin Borrower LLC, ultimately owned by TortoiseEcofin Investments LLC. Tortoise Index Solutions provides research-driven indices that can be used as a realistic basis for exchange-traded products and thought leadership in the universe of essential assets.	Investment Managers	Diane Bono	Compliance Officer
Peachtree Alternative Strategies Fund Peachtree Alternative Strategies Fund Investment Trusts/Mutual FundsMiscellaneous Peachtree Alternative Strategies Fund operates as a non-diversified, closed-end management investment company. It invests substantially all of its assets in private investment vehicles or hedge funds managed by a variety of different investment managers. The Fund’s investment objective is to create a diversified portfolio of hedge fund strategies that generates attractive risk-adjusted returns relative to traditional asset classes and that generates a return stream that is not highly correlated to equity market performance. The company was founded on August 19, 2016 and is headquartered in Cincinnati, OH.	Investment Trusts/Mutual Funds	Conrad Ciccotello	Director/Board Member
ECOFIN SUSTAINABLE AND SOCIAL IMPACT TERM FUND	Investment Trusts/Mutual Funds	Conrad Ciccotello Bradley Adams Diane Bono Courtney Gengler	Director/Board Member Chief Executive Officer Compliance Officer Chief Executive Officer
Adknowledge, Inc. Adknowledge, Inc. Advertising/Marketing ServicesCommercial Services Adknowledge, Inc. operates as an advertising network for social media. The company is based in Kansas City, MO.	Advertising/Marketing Services	Courtney Gengler	Comptroller/Controller/Auditor
Mariner Wealth Advisors LLC Mariner Wealth Advisors LLC Investment ManagersFinance Mariner Wealth Advisors LLC is a wealth management firm that provides 360° advice to clients. The company is based in Overland Park, KS and has subsidiaries in the United States and Luxembourg. Mariner Wealth Advisors focuses on partnering with clients to create a financial strategy that is flexible enough to change along with them. The company offers a range of services from wealth planning to tax planning and insurance, all under one roof. Mariner Wealth Advisors has grown to more than $39 billion in assets under advisement as of 12/31/20. The company was founded in 2006 by Bruce Elliott Kusmin and Marty Bicknell, who has been the CEO since then. Mariner Wealth Advisors was acquired by Leonard Green & Partners LP on April 23, 2021.	Investment Managers	Gary Henson	President
Reiman School of Finance	College/University	Conrad Ciccotello	Director/Board Member