![Charles E. Heath](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Charles E. Heath
Director/Board Member at
Tortoise Total Return Fund LLC
Profile
Charles E.
Heath is currently a Director at Tortoise Total Return Fund LLC, Baker University, Kansas University Endowment Association, Lawrence Memorial Hospital, and KS Memorial Hospital.
He previously held positions as Lead Independent Director at Tortoise Energy Infrastructure Corp., Director at Tortoise Capital Advisors LLC, Director at Tortoise North American Energy Corp., Independent Director at CorEnergy Infrastructure Trust, Inc., Director at Tortoise Gas & Oil Corp., Independent Director at Tortoise Power & Energy Infrastructure Fund, Inc., Lead Independent Director at Tortoise Midstream Energy Fund, Inc., Lead Independent Director at Tortoise Pipeline & Energy Fund, Inc., Lead Independent Director at Tortoise Energy Independence Fund, Inc., and Independent Director at Tortoise Energy Capital Corp.
He also worked as Vice President at UMB Bank, NA (Investment Management) and Chief Investment Officer at Employers Reinsurance Corp.
and GE Capital Solutions (Canada).
He holds an MBA degree from the University of Kansas.
Charles E. Heath active positions
| Companies | Position | Start |
|---|---|---|
Tortoise Total Return Fund LLC
 Tortoise Total Return Fund LLC Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Director/Board Member | 01/01/2007 |
KS Memorial Hospital | Director/Board Member | 11/02/2011 |
Baker University
 Baker University Other Consumer ServicesConsumer Services Functions as a College/University | Director/Board Member | 18/03/2011 |
Lawrence Memorial Hospital
 Lawrence Memorial Hospital Hospital/Nursing ManagementHealth Services Operates cardiology, oncology and surgical hospitals | Director/Board Member | 18/06/2011 |
Kansas University Endowment Association
 Kansas University Endowment Association Miscellaneous Commercial ServicesCommercial Services Operates as fundraising foundation | Director/Board Member | 18/06/2011 |
Former positions of Charles E. Heath
| Companies | Position | End |
|---|---|---|
Tortoise Power & Energy Infrastructure Fund
 Tortoise Power & Energy Infrastructure Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Director/Board Member | 18/05/2018 |
| TORTOISE PIPELINE & ENERGY FUND, INC. | Director/Board Member | 18/05/2018 |
Tortoise Gas & Oil Corp.
 Tortoise Gas & Oil Corp. Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust | Director/Board Member | 14/09/2009 |
UMB Bank, NA (Investment Management)
 UMB Bank, NA (Investment Management) Investment ManagersFinance UMB-IM focuses on investments in the stocks of US large-cap companies. The firm's Large Cap Equity Strategy emphasizes quality growth and is based on GARP methodology. The strategy seeks to add value through rigorous stock selection and active sector selection. They combine a fundamental, bottom-up stock selection approach with a top-down focus on the macro economy. UMB-IM seeks to identify relative value within companies that have proven their ability to grow earnings and cash flow. To construct portfolios, the firm employs internal and external economic research to determine overweighting or underweighting versus the economic sectors of the S&P 500 Index. | Portfolio Manager-Equities | 01/02/2009 |
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Training of Charles E. Heath
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
34
1st degree connections
20
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 20 |
|---|---|
UMB Bank, NA (Investment Management)
UMB Bank, NA (Investment Management) Investment ManagersFinance UMB-IM focuses on investments in the stocks of US large-cap companies. The firm's Large Cap Equity Strategy emphasizes quality growth and is based on GARP methodology. The strategy seeks to add value through rigorous stock selection and active sector selection. They combine a fundamental, bottom-up stock selection approach with a top-down focus on the macro economy. UMB-IM seeks to identify relative value within companies that have proven their ability to grow earnings and cash flow. To construct portfolios, the firm employs internal and external economic research to determine overweighting or underweighting versus the economic sectors of the S&P 500 Index. | Finance |
Tortoise Energy Infrastructure Corp.
 Tortoise Energy Infrastructure Corp. Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Tortoise Capital Advisors LLC
 Tortoise Capital Advisors LLC Investment ManagersFinance Tortoise’s primary investment strategy is fundamentals based, long-only, with an emphasis on managing risk. The firm’s investment strategies may include short-term purchases and trading where appropriate, as indicated by their fundamental and technical analysis. They utilize a three-prong approach to portfolio construction consisting of qualitative analysis, quantitative analysis and relative value. They evaluate companies operating in the energy value chain. | Finance |
Tortoise North American Energy Corp.
 Tortoise North American Energy Corp. Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
CorEnergy Infrastructure Trust, Inc.
 CorEnergy Infrastructure Trust, Inc. Real Estate Investment TrustsFinance Operates as a real estate investment trust that invests in energy infrastructure assets | Finance |
Tortoise Total Return Fund LLC
Tortoise Total Return Fund LLC Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
Tortoise Gas & Oil Corp.
Tortoise Gas & Oil Corp. Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust | Miscellaneous |
Tortoise Power & Energy Infrastructure Fund
Tortoise Power & Energy Infrastructure Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Tortoise Midstream Energy Fund, Inc
 Tortoise Midstream Energy Fund, Inc Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Tortoise Pipeline & Energy Fund Inc.
 Tortoise Pipeline & Energy Fund Inc. Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Tortoise Energy Independence Fund Inc.
 Tortoise Energy Independence Fund Inc. Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Employers Reinsurance Corp.
 Employers Reinsurance Corp. Multi-Line InsuranceFinance Provides reinsurance services | Finance |
Baker University
Baker University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Kansas
 University of Kansas Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Tortoise Energy Capital Corp.
 Tortoise Energy Capital Corp. Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
Kansas University Endowment Association
Kansas University Endowment Association Miscellaneous Commercial ServicesCommercial Services Operates as fundraising foundation | Commercial Services |
CFA Society of Kansas City | |
Lawrence Memorial Hospital
Lawrence Memorial Hospital Hospital/Nursing ManagementHealth Services Operates cardiology, oncology and surgical hospitals | Health Services |
KS Memorial Hospital | |
GE Capital Solutions (Canada)
 GE Capital Solutions (Canada) Finance/Rental/LeasingFinance Provides lending services | Finance |
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