Matt Sallee
President at TORTOISE MIDSTREAM ENERGY FUND, INC.
Net worth: 120 159 $ as of 2024-03-30
Network origin in Matt Sallee first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
University of Missouri
102
| College/University | Other Consumer Services | 102 |
Tortoise Capital Advisors LLC
 Tortoise Capital Advisors LLC Investment ManagersFinance Tortoise Capital Advisors LLC (TCA) 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. TCA provides investment management services to individual and institutional investors and pooled investment vehicles.
59
| Subsidiary | Investment Managers | 59 |
Aquila, Inc.
 Aquila, Inc. Electric UtilitiesUtilities Aquila, Inc. provides technology and business-to-business services. It operates in more than 12 countries. @aquila provides services to the companies such as Cedant, Amadeus, EDS, NCR Teradata and Boeing. The company is headquartered in East Brunswick, NJ.
18
| Extinct | Electric Utilities | 18 |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 10 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 9 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Matt Sallee via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
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. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
| CERNER CORPORATION | Packaged Software | General Counsel Corporate Officer/Principal General Counsel Corporate Officer/Principal | |
| MARATHON OIL CORPORATION | Integrated Oil | Corporate Officer/Principal | |
Kennedy Capital Management LLC
 Kennedy Capital Management LLC Investment ManagersFinance Kennedy Capital Management LLC (KCM) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded by Gerald Kennedy and Richard Sinise in 1980 as Kennedy Capital Management, Inc. In November 2022, the firm converted from “Kennedy Capital Management, Inc.”, a Missouri S corporation, to “Kennedy Capital Management LLC”, a Delaware limited liability company. They are a subsidiary of KCM Holdings, Inc. KCM manages assets for institutional and high-net-worth clients. | Investment Managers | Director of Research - Equity Analyst-Equity Analyst-Equity | |
Kornitzer Capital Management, Inc.
 Kornitzer Capital Management, Inc. Investment ManagersFinance Kornitzer Capital Management Inc. (KCM) is an independent, SEC-registered investment advisor headquartered in Shawnee Mission, Kansas. The firm was founded by John Kornitzer in 1989. KCM provides advice as an investment adviser or as a sub-adviser to individuals and institutions and act as the investment adviser to the Buffalo Funds. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
Bessemer Investment Management LLC
 Bessemer Investment Management LLC Investment ManagersFinance Bessemer Investment Management LLC (BIM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2001 and is a wholly-owned subsidiary of Bessemer Trust Co., NA (BTNA), a national banking association, which in turn, is a wholly owned subsidiary of The Bessemer Group, Inc. (BGI). BIM provides advisory services to investment companies and banking institutions. | Investment Managers | Portfolio Manager-Equities | |
William Harris Investors, Inc.
 William Harris Investors, Inc. Investment ManagersFinance William Harris Investors, Inc. (WHI) is a privately-owned investment and wealth management firm headquartered in Chicago, Illinois. The firm serves as the family office for the Irving B. Harris family. Founded in 1976 by Irving B. Harris to manage his own family's capital, WHI has expanded its services and today provides a broad range of professional and wealth management services, including financial and estate planning, trust services, cash management, accounting and administrative services, tax preparation, and a variety of philanthropic services to four generations of the Harris family. | Investment Managers | Corporate Officer/Principal | |
American Century Investment Management, Inc.
 American Century Investment Management, Inc. Investment ManagersFinance American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal Analyst-Equity | |
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., itself wholly-owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). They provide investment supervisory services and manages investment advisory accounts for registered investment companies, pooled investment vehicles, and institutional and individual separate accounts. Duff & Phelps is a signatory to the United Nations Principles for Responsible Investment (UN PRI). | Investment Managers | Analyst-Equity Analyst-Equity | |
Oppenheimer & Co., Inc.
 Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Edward D. Jones & Co. LP
 Edward D. Jones & Co. LP Investment ManagersFinance Edward D. Jones & Co. LP is a broker-dealer and registered investment advisor located in St. Louis, Missouri. The firm is a subsidiary of the Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the United Kingdom. Edward Jones registered as a broker–dealer in 1941 and as an investment adviser in 1993. The firm offers a full array of investment services. They cover stocks that perform over the long-term, focusing on US, Canadian and Western European companies with long, stable, operating histories. | Investment Managers | Analyst-Equity Analyst-Equity Analyst-Equity | |
Steel Grove Capital Advisors LLC
 Steel Grove Capital Advisors LLC Investment ManagersFinance Steel Grove Capital Advisors LLC (Steel Grove) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Memphis, Tennessee. The firm was founded by Darrell Horn and Steve Sansom in 2001 and formerly known as Green Square Capital LLC. Steel Grove offers investment advisory services to affluent individuals and families, trusts, estates, charitable organizations, corporations, and business entities. | Investment Managers | Portfolio Manager-Equities | |
| PENUMBRA, INC. | Medical Specialties | Director/Board Member | |
| CORENERGY INFRASTRUCTURE TRUST, INC. | Real Estate Investment Trusts | Chairman Director/Board Member General Counsel Chief Executive Officer Corporate Officer/Principal Corporate Officer/Principal | |
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 | Corporate Officer/Principal Corporate Officer/Principal | |
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 | Chairman Director/Board Member Corporate Officer/Principal Corporate Officer/Principal | |
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 | Chairman Director/Board Member Chief Executive Officer Corporate Officer/Principal | |
| TORTOISE POWER AND ENERGY INFRASTRUCTURE FUND, INC. | Investment Trusts/Mutual Funds | Chairman Director/Board Member President Director/Board Member Director/Board Member President Chief Executive Officer President Compliance Officer Director/Board Member Chief Executive Officer Director of Finance/CFO | |
DeMarche Associates, Inc.
 DeMarche Associates, Inc. Investment ManagersFinance DeMarche Associates, Inc. provides investment advice. The private company is based in Overland Park, KS. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
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 Founder Founder Corporate Officer/Principal | |
| TORTOISE PIPELINE & ENERGY FUND, INC. | Investment Trusts/Mutual Funds | Chairman Director/Board Member Corporate Officer/Principal Director/Board Member Director/Board Member President Chief Executive Officer President Compliance Officer Director/Board Member Corporate Officer/Principal Chief Executive Officer Director of Finance/CFO | |
Corridor InfraTrust Management, Inc.
 Corridor InfraTrust Management, Inc. Investment ManagersFinance Founded in 2010, Corridor InfraTrust Management LLC is a private equity firm located in Leawood, Kansas. | Investment Managers | Chief Executive Officer Private Equity Investor | |
| TORTOISE ENERGY INDEPENDENCE FUND, INC. | Investment Trusts/Mutual Funds | Chairman Director/Board Member Corporate Officer/Principal Director/Board Member Director/Board Member President President Chief Executive Officer Compliance Officer Director/Board Member Chief Executive Officer Director of Finance/CFO | |
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 | |
| ECOFIN SUSTAINABLE AND SOCIAL IMPACT TERM FUND | Investment Trusts/Mutual Funds | Chairman Director/Board Member Director/Board Member Director/Board Member Chief Executive Officer Compliance Officer Director/Board Member Director of Finance/CFO Corporate Officer/Principal | |
| University of Kansas | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Graduate Degree Masters Business Admin Undergraduate Degree | |
| Kansas State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree | |
Husch Blackwell LLP
 Husch Blackwell LLP Miscellaneous Commercial ServicesCommercial Services Husch Blackwell LLP provides legal services. Its services include corporate, data privacy, security and breach response, employee benefits and executive compensation, environmental and franchise distribution. The company is headquartered in Kansas City, MO. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| St. Louis University | Graduate Degree Graduate Degree Graduate Degree | ||
| University Of Missouri School of Law | College/University | Graduate Degree Doctorate Degree | |
| Missouri Bar Association | Corporate Officer/Principal Corporate Officer/Principal | ||
| Boston College | College/University | Undergraduate Degree Undergraduate Degree | |
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
The American Institute of Certified Public Accountants
 The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
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 | |
Ecofin Advisors LLC
 Ecofin Advisors LLC Investment ManagersFinance Part of TortoiseEcofin Investments LLC, Ecofin Advisors LLC is a private 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 | |
| Houston Geological Society | Corporate Officer/Principal | ||
| South East Asia Petroleum Exploration Society | Corporate Officer/Principal | ||
Society of Exploration Geophysicists
 Society of Exploration Geophysicists Miscellaneous Commercial ServicesCommercial Services The Society of Exploration Geophysicists operates as an association of exploration geophysicists. The non-profit company is based in Tulsa, OK and has subsidiaries in the United States. | Miscellaneous Commercial Services | Corporate Officer/Principal |
Statistics
International
| United States | 45 |
| Hong Kong | 2 |
| Singapore | 2 |
Sectoral
| Finance | 21 |
| Miscellaneous | 9 |
| Commercial Services | 7 |
| Consumer Services | 6 |
| Technology Services | 2 |
Operational
| Corporate Officer/Principal | 210 |
| Director/Board Member | 130 |
| Undergraduate Degree | 89 |
| Independent Dir/Board Member | 43 |
| Portfolio Manager-Equities | 42 |
Most connected contacts
| Insiders | |
|---|---|
| David Schulte | 27 |
| Alexandra Herger | 24 |
| Rand Berney | 24 |
| Kevin Birzer | 21 |
| Conrad Ciccotello | 18 |
| Zach Hamel | 17 |
| Jennifer Paquette | 16 |
| Wai Lin Chan | 16 |
| Bradley Adams | 14 |
| Kunwar Shailubhai | 14 |
| Diane Bono | 14 |
| Stephen Pang | 13 |
| Brian Blond | 12 |
| Rebecca Lynn Harding | 12 |
| Fareed Adib | 11 |
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