Heather Shively Goldman
Director/Board Member at CENTER COAST BROOKFIELD MLP & ENERGY INFRASTRUCTURE FUND
Net worth: 27 662 $ as of 2024-03-30
Profile
Heather Shively Goldman was the founder of Capstak, Inc. founded in 2014, where she held the title of Chairman & Chief Executive Officer from 2016 to 2018.
Currently, she holds the position of Independent Director at Brookfield Real Assets Income Fund, Inc. since 2016, Director at Gesher Usa LLC since 2015, and Independent Trustee at Center Coast Brookfield MLP & Energy Infrastructure Fund since 2018.
In the past, she held the position of Chairman & Chief Executive Officer at CapitalThinking, Inc. from 1999 to 2004.
She was also a Director at Bank of Montreal, Independent Director at Brookfield Global Listed Infrastructure Income Fund, Inc., Class I Interested Director at Brookfield Total Return Fund, Inc. from 2013 to 2015, Director at Helios High Income Fund, Inc., Director at Helios Strategic Income Fund, Inc., Director at Helios Advantage Income Fund, Inc., Director at Helios Multi-Sector High Income Fund, Inc., Independent Director at Brookfield High Income Fund, Inc., Senior Vice President-Investor Relations at Starwood Capital Group Global LLC from 2007 to 2009, Managing Partner at Brookfield Financial Corp.
(Securities) in 2011, and Global Head-Marketing & Business Development at Brookfield Public Securities Group LLC from 2013 to 2013.
She was also a Principal at Peace Corps (District of Columbia) and Director at University Settlement Society of New York, Inc. from 2003 to 2013.
Ms. Goldman received an undergraduate degree from the University of Wisconsin and an MBA degree from The University of Chicago Booth School of Business.
Known holdings in public companies
Company | Date | Number of shares | Valuation | Valuation date |
---|---|---|---|---|
2023-12-14 | 2,141 ( 0.00% ) | 27 662 $ | 2024-03-30 |
Heather Shively Goldman active positions
Companies | Position | Start |
---|---|---|
BROOKFIELD REAL ASSETS INCOME FUND INC. | Director/Board Member | 2016-05-11 |
CENTER COAST BROOKFIELD MLP & ENERGY INFRASTRUCTURE FUND | Director/Board Member | 2018-01-31 |
Gesher Usa LLC | Director/Board Member | 2014-12-31 |
Former positions of Heather Shively Goldman
Companies | Position | End |
---|---|---|
Nevada Museum of Art
Nevada Museum of Art Other Consumer ServicesConsumer Services Nevada Museum of Art operates art museum. It is thematic, focusing on the growing interest in the protection of the land. The firm''s collection is divided into four focus areas unified by an overarching focus on natural, built and virtual environments; Contemporary Collection, Carol Franc Buck Collection, The Robert S. and Dorothy J. Keyser Art of the Greater West Collection and The E.L. Wiegand Collection. The company was founded by James E. Church, Charles F. Cutts in 1931 and is headquartered in Reno, NV. | Director/Board Member | 2017-12-31 |
Capstak, Inc.
Capstak, Inc. Internet Software/ServicesTechnology Services Capstak, Inc. operates as a platform of commercial real estate mortgage brokers. The firm offers construction financing, bridge loans, mezzanine debt or preferred equity. The company was founded by Heather Shively Goldman and Michael Schnabel and is headquartered in New York, NY. | Chief Executive Officer | 2017-12-31 |
University Settlement Society of New York, Inc.
University Settlement Society of New York, Inc. Miscellaneous Commercial ServicesCommercial Services University Settlement Society of New York, Inc. operates as on-profit organization, which engages in the provision of basic services to low-income families. Its programs include early childhood, youth programs, mental health services, adult literacy, community ensembles, and space rental. The company was founded in 1886 and is headquartered in New York, NY. | Director/Board Member | 2012-12-31 |
Brookfield Public Securities Group LLC
Brookfield Public Securities Group LLC Investment ManagersFinance Brookfield Public Securities Group LLC (PSG) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1989 and is a subsidiary of Brookfield Public Securities Group Holdings LLC, ultimately held by Brookfield Corp. (NYSE, TSE: BN), a Toronto-based global asset manager that focuses on investments in property, renewable power and infrastructure. PSG provides investment advisory services on a discretionary and non-discretionary basis to financial institutions, public and private pension plans, insurance companies, endowments and foundations, sovereign wealth funds, retail investors, high net-worth investors and institutional SMAs, UCITS, investment companies and private funds. | Sales & Marketing | 2012-12-31 |
Brookfield Financial Corp. (Securities)
Brookfield Financial Corp. (Securities) Investment Banks/BrokersFinance Brookfield Financial Corp. Securities is a broker/dealer located in Toronto, Ontario with additional offices in Calgary, Alberta and Montreal, Quebec. The firm is a subsidiary of Brookfield Financial Corp. and their ultimate parent is Brookfield Asset Management, Inc. (NYSE: BAM). | Corporate Officer/Principal | 2011-08-30 |
Training of Heather Shively Goldman
University of Wisconsin | Undergraduate Degree |
The University of Chicago Booth School of Business | Masters Business Admin |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 1 |
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BANK OF MONTREAL | Finance |
Private companies | 18 |
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CapitalThinking, Inc.
CapitalThinking, Inc. Information Technology ServicesTechnology Services CapitalThinking, Inc. is a application software company for the financial services industry. CapitalThinking delivers bluewire enterprise risk management, a compliance and risk management software solution for the financial services industry. The company's software provides enterprise-wide, customer-centric, process-integrated credit and operational risk management while also providing hard dollar savings and key customer support through workflow efficiencies and process automation. The company is located in New York, NY | Technology Services |
Brookfield Global Listed Infrastructure Income Fund, Inc.
Brookfield Global Listed Infrastructure Income Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Brookfield Global Listed Infrastructure Income Fund, Inc. is a non-diversified, closed-end management investment company. The fund's investment objective is to provide a high level of total return, with an emphasis on income. The fund seeks to achieve its investment objective by investing primarily in securities of publicly traded infrastructure companies. The company was founded on June 8, 2011 and is headquartered in New York, NY. | Miscellaneous |
Center Coast Brookfield MLP & Energy Infrastructure Fund
Center Coast Brookfield MLP & Energy Infrastructure Fund Investment Trusts/Mutual FundsMiscellaneous Center Coast Brookfield MLP & Energy Infrastructure Fund is a closed-end management investment fund/investment trust. The firm engages in the provision of total return with an emphasis on distributions to shareholders. It invests in a portfolio of master limited partnerships and energy infrastructure companies. The company was founded on May 3, 2013 and is headquartered in New York, NY. | Miscellaneous |
Peace Corps (District of Columbia) | Government |
Starwood Capital Group Global LLC
Starwood Capital Group Global LLC Investment ManagersFinance Starwood Capital Group Global LLC (Starwood Capital Group) is a private equity, a subsidiary of Starwood Capital Group Holdings LP founded in 1991 by Barry Stuart Sternlicht and Gene A. Gorab. The firm is headquartered in Miami Beach, Florida. | Finance |
Nevada Museum of Art
Nevada Museum of Art Other Consumer ServicesConsumer Services Nevada Museum of Art operates art museum. It is thematic, focusing on the growing interest in the protection of the land. The firm''s collection is divided into four focus areas unified by an overarching focus on natural, built and virtual environments; Contemporary Collection, Carol Franc Buck Collection, The Robert S. and Dorothy J. Keyser Art of the Greater West Collection and The E.L. Wiegand Collection. The company was founded by James E. Church, Charles F. Cutts in 1931 and is headquartered in Reno, NV. | Consumer Services |
Brookfield Total Return Fund, Inc.
Brookfield Total Return Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Brookfield Total Return Fund, Inc. is a diversified, closed-end fund whose primary objective is to provide high total return, including short and long-term capital gains and a high level of current income. The company is headquartered in New York, NY. | Miscellaneous |
Helios High Income Fund, Inc.
Helios High Income Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Helios High Income Fund, Inc. is a diversified, closed-end management investment company. It seeks capital growth as a secondary investment objective when consistent with its primary investment objective. The company invests a majority of its total assets in below-investment grade debt securities that offer attractive yield and capital appreciation potential. It invests in corporate bonds, mortgage-backed, asset-backed securities, municipal and foreign government obligations, as well as securities of companies in bankruptcy reorganization proceedings or otherwise in the process of debt restructuring. Helios High Income Fund was founded on April 16, 2003 and is headquartered in New York, NY. | Miscellaneous |
Helios Strategic Income Fund, Inc.
Helios Strategic Income Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Helios Strategic Income Fund, Inc. is a diversified, closed-end management investment company. The company's primary investment objective is to seek a high level of current income and secondary investment objective is capital growth. The Fund invests in a diversified portfolio of securities that offers attractive yield and capital appreciation potential and consists primarily of debt securities and secondarily of equity securities. The company was founded on January 16, 2004 and is headquartered in New York, NY. | Miscellaneous |
Helios Advantage Income Fund, Inc.
Helios Advantage Income Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Helios Advantage Income Fund, Inc. is a non-diversified, closed-end management investment company. It seeks a high level of current income. The Fund seeks capital growth as a secondary investment objective when consistent with its primary investment objective. It invests majority of its total assets in below-investment grade debt securities that offer attractive yield and capital appreciation potential. The company was founded on September 7, 2004 and is headquartered in New York, NY. | Miscellaneous |
Helios Multi-Sector High Income Fund, Inc.
Helios Multi-Sector High Income Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Helios Multi-Sector High Income Fund, Inc. is a closed-end investment fund/investment trust. Its primary investment objective is to seek a high level of current income with capital growth as a secondary investment objective. Helios Multi-Sector invests in a wide range of debt securities including, corporate bonds, mortgage-backed and asset-backed securities, convertible debt securities, distressed securities, including securities of companies in bankruptcy reorganization proceedings or otherwise in the process of debt restructuring, U.S. government and municipal obligations and foreign government obligations. The company was founded on November 14, 2005 and is headquartered in New York, NY. | Miscellaneous |
University Settlement Society of New York, Inc.
University Settlement Society of New York, Inc. Miscellaneous Commercial ServicesCommercial Services University Settlement Society of New York, Inc. operates as on-profit organization, which engages in the provision of basic services to low-income families. Its programs include early childhood, youth programs, mental health services, adult literacy, community ensembles, and space rental. The company was founded in 1886 and is headquartered in New York, NY. | Commercial Services |
Brookfield High Income Fund, Inc.
Brookfield High Income Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Brookfield High Income Fund, Inc. is a mutual fund-closed end company engages in the provision of investment activities. Its objective is to seek high current income by investing in bonds, debenture and debt instruments. The company was founded on July 31, 1998 and is headquartered in New York, NY. | Miscellaneous |
Brookfield Financial Corp. (Securities)
Brookfield Financial Corp. (Securities) Investment Banks/BrokersFinance Brookfield Financial Corp. Securities is a broker/dealer located in Toronto, Ontario with additional offices in Calgary, Alberta and Montreal, Quebec. The firm is a subsidiary of Brookfield Financial Corp. and their ultimate parent is Brookfield Asset Management, Inc. (NYSE: BAM). | Finance |
Brookfield Public Securities Group LLC
Brookfield Public Securities Group LLC Investment ManagersFinance Brookfield Public Securities Group LLC (PSG) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1989 and is a subsidiary of Brookfield Public Securities Group Holdings LLC, ultimately held by Brookfield Corp. (NYSE, TSE: BN), a Toronto-based global asset manager that focuses on investments in property, renewable power and infrastructure. PSG provides investment advisory services on a discretionary and non-discretionary basis to financial institutions, public and private pension plans, insurance companies, endowments and foundations, sovereign wealth funds, retail investors, high net-worth investors and institutional SMAs, UCITS, investment companies and private funds. | Finance |
Capstak, Inc.
Capstak, Inc. Internet Software/ServicesTechnology Services Capstak, Inc. operates as a platform of commercial real estate mortgage brokers. The firm offers construction financing, bridge loans, mezzanine debt or preferred equity. The company was founded by Heather Shively Goldman and Michael Schnabel and is headquartered in New York, NY. | Technology Services |
Brookfield Real Assets Income Fund, Inc.
Brookfield Real Assets Income Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Brookfield Real Assets Income Fund, Inc. is a closed-end investment fund. It intends to provide total return, current income and growth of capital. The company was founded on May 12, 2016 and is headquartered in New York, NY. | Miscellaneous |
Gesher Usa LLC |
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