Mark Edward Marifian
Portfolio Manager-Equities at Tortoise Capital Advisors LLC
Network origin in Mark Edward Marifian first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
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.
25
| Subsidiary | Investment Managers | 25 |
Advisory Research, Inc.
 Advisory Research, Inc. Investment ManagersFinance Advisory Research, Inc. (ARI) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by David Heller in 1974 and is a wholly-owned subsidiary of Ostara, Inc. They provide discretionary investment management services to institutional and high-net-worth clients through separately managed accounts, unregistered pooled investment vehicles, and model-based accounts.
21
| Subsidiary | Investment Managers | 21 |
Olin Business School
16
| College/University | Other Consumer Services | 16 |
Truman State University
10
| College/University | Other Consumer Services | 10 |
Mercer Investment Consulting LLC
 Mercer Investment Consulting LLC Investment ManagersFinance Part of Marsh & McLennan Cos., Inc., Mercer Investment Consulting LLC is a company that redefines the world of work, reshapes retirement and investment outcomes, and unlocks real health and well-being. The company is based in Chicago, IL. Mercer provides solutions for both the federal government as well as state agencies. The company has an action plan and a commitment to inclusion and diversity. Mercer offers forward-looking ESG ratings and operational due diligence reports on thousands of managers and strategies across public and private markets. The company meets the needs of today and tomorrow by understanding the data and applying it with a human touch, and by turning ideas into action to spark positive change.
4
| Subsidiary | Investment Managers | 4 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Mark Edward Marifian via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Corporate Officer/Principal Market Strategist | |
| Washington University in St. Louis | College/University | Masters Business Admin Graduate Degree Director/Board Member Undergraduate Degree | |
Driehaus Capital Management LLC
 Driehaus Capital Management LLC Investment ManagersFinance Driehaus Capital Management LLC (Driehaus) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Richard Driehaus in 1982 and is a subsidiary of Driehaus Capital Holdings LLLP. Driehaus manages growth-oriented equity and alternative investment strategies for institutional and individual clients. Driehaus is a Signatory of the United Nations-Supported Principles of Responsible Investment (PRI). | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
Credit Suisse Asset Management LLC
 Credit Suisse Asset Management LLC Investment ManagersFinance Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Corporate Officer/Principal | |
Duff & Phelps Investment Management Co.
 Duff & Phelps Investment Management Co. Investment ManagersFinance Duff & Phelps Investment Management Co. (Duff & Phelps) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was established in 1979, evolving from the Duff & Phelps investment research firm founded in 1932. They are a wholly-owned subsidiary of Virtus Partners, Inc., which is wholly-owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). Duff & Phelps provides investment advisory services to institutional clients, mutual funds, closed-end funds, and other pooled investment vehicles as well as to retail clients. Duff & Phelps is a signatory to the United Nations Principles for Responsible Investment (UN PRI). | Investment Managers | Analyst-Equity Analyst-Equity | |
Vaughan Nelson Investment Management LP
 Vaughan Nelson Investment Management LP Investment ManagersFinance Vaughan Nelson Investment Management LP (Vaughan Nelson) is a SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 1970 and formerly known as Vaughan, Nelson, Scarborough & McCullough LP. They are wholly-owned by Natixis Investment Managers LLC, which is ultimately owned by BPCE SA, a banking group in France. Vaughan Nelson provides investment management services for equity and fixed income portfolios to taxable and tax-free clients such as foundations, endowments, corporations, pensions, public entities, insurance companies, mutual funds and high net-worth individuals. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
| TORTOISE ENERGY INFRASTRUCTURE CORPORATION | Investment Trusts/Mutual Funds | Chairman Chief Executive Officer Chief Executive Officer | |
| University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree | |
| TORTOISE POWER AND ENERGY INFRASTRUCTURE FUND, INC. | Investment Trusts/Mutual Funds | Chairman Chief Executive Officer Chief Executive Officer President | |
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 | Founder Corporate Officer/Principal | |
| TORTOISE MIDSTREAM ENERGY FUND, INC. | Investment Trusts/Mutual Funds | Chairman Chief Executive Officer Chief Executive Officer | |
| TORTOISE PIPELINE & ENERGY FUND, INC. | Investment Trusts/Mutual Funds | Chairman Chief Executive Officer President Corporate Officer/Principal | |
| TORTOISE ENERGY INDEPENDENCE FUND, INC. | Investment Trusts/Mutual Funds | Chairman Chief Executive Officer President Chief Executive Officer | |
KPMG LLP
 KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Undergraduate Degree Undergraduate Degree | |
| Stanford University | College/University | Doctorate Degree Undergraduate Degree | |
| University of Kansas | College/University | Masters Business Admin Masters Business Admin Graduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| Kansas State University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| ECOFIN SUSTAINABLE AND SOCIAL IMPACT TERM FUND | Investment Trusts/Mutual Funds | Chairman Chief Executive Officer Chief Executive Officer | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of Missouri | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Indiana University | College/University | Undergraduate Degree Graduate Degree | |
Options Solutions LLC
 Options Solutions LLC Investment ManagersFinance Options Solutions LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Chicago, Ilinois. The firm was founded in 2020 and is principally directly or indirectly owned by their founders, Michael Brodsky and Steven Sears. Options Solutions provides discretionary investment advice to separately managed accounts (SMAs) and one or more pooled investment vehicles structured as private funds. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
Ernst & Young LLP (Missouri)
 Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Kelley School of Business | College/University | Masters Business Admin Masters Business Admin | |
| DePaul University | College/University | Masters Business Admin Undergraduate Degree | |
Oppenheimer & Co., Inc. (Broker)
 Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Evercore Group LLC
 Evercore Group LLC Investment Banks/BrokersFinance Evercore Group LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1995 and is a subsidiary of Evercore BD Investco LLC, which is owned by Evercore, Inc. (NYSE: EVR). Evercore Group delivers equity research and equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth and institutional investors. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Wells Fargo Securities LLC
 Wells Fargo Securities LLC Investment ManagersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Investment Managers | Analyst-Equity Analyst-Equity | |
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree | |
Ecofin Advisors LLC
 Ecofin Advisors LLC Investment ManagersFinance Part of TortoiseEcofin Investments LLC, Ecofin Advisors LLC is a company that provides investment advice. The company is based in Leawood, KS. The company was founded in 2020. The CEO is Harold Kevin Birzer. | Investment Managers | Chief Executive Officer Portfolio Manager-Equities | |
University of Washington
 University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Corporate Officer/Principal Undergraduate Degree | |
| Yonsei University | College/University | Undergraduate Degree | |
Cultivation Capital LLC
 Cultivation Capital LLC Investment ManagersFinance Cultivation Capital LLC (Cultivation Capital) is a venture capital firm founded in 2012 by Brian Matthews, Cliff Holekamp, Jim McKelvey, Kyle Welborn, and Peter Esparrago. The firm is headquartered in St. Louis, Missouri. | Investment Managers | Private Equity Investor | |
Gen 1 Capital Management LLC
 Gen 1 Capital Management LLC Investment ManagersFinance Gen 1 Capital Management LLC (Gen 1 Capital) is a venture capital firm founded in 2020 by Julian Cheng. The firm is headquartered in Northbrook, Illinois. | Investment Managers | Consultant / Advisor | |
ImageMoverMD, Inc.
 ImageMoverMD, Inc. Packaged SoftwareTechnology Services ImageMoverMD, Inc. provides medical imaging software solutions. The company was founded by Gary Wendt and Richard Bruce in 2013 and is headquartered in Madison, WI. | Packaged Software | Chief Operating Officer | |
Agathos, Inc.
 Agathos, Inc. Internet Software/ServicesTechnology Services Agathos, Inc. develops an on-demand platform that helps physicians deliver valuable care. It specializes in health it, physician analytics, big data, quality improvement and performance improvement. The company was founded by Andrew Trees and Steve Waye in 2015 and is headquartered in San Francisco, CA. | Internet Software/Services | Director/Board Member |
Statistics
International
| United States | 47 |
| France | 2 |
| South Korea | 2 |
Sectoral
| Finance | 19 |
| Consumer Services | 16 |
| Miscellaneous | 10 |
| Commercial Services | 4 |
| Technology Services | 4 |
Operational
| Analyst-Equity | 77 |
| Corporate Officer/Principal | 75 |
| Undergraduate Degree | 69 |
| Director/Board Member | 43 |
| Portfolio Manager-Equities | 34 |
Most connected contacts
| Insiders | |
|---|---|
| Mahendra Gupta | 21 |
| Kevin Birzer | 21 |
| Su Ying Liu | 15 |
| Elise Hoffman | 14 |
| Bradley Adams | 14 |
| Stephen Pang | 13 |
| Quinn Thomas Kiley | 12 |
| Stephen Evans | 10 |
| David Kim | 10 |
| Jim Cunnane | 9 |
| Ryan Lewis | 8 |
| Matt Sallee | 8 |
| Justin Kim | 7 |
| Rob Thummel | 7 |
| Brian Kessens | 7 |
- Stock Market
- Insiders
- Mark Edward Marifian
- Company connections
