Matisse Capital
Matisse Capital is an SEC-Registered Investment Advisor and the manager of Matisse Funds, which includes two publicly traded open-end mutual funds. Matisse Capital’s offices are located just outside of Lake Oswego, Oregon. Registration as an investment advisor does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. For more information, please visit https://adviserinfo.sec.gov/ and search our firm name. Under no circumstances should any information or materials presented herein be used or construed as an offer to sell, or a solicitation of an offer to buy, any securities, financial instruments, investments or other services. Furthermore, no information or materials contained herein should be construed or relied upon as investment, legal, accounting, tax or other professional advice or in connection with any offer or sale of securities. Matisse Funds is our boutique global asset management arm that uniquely focuses on closed-end fund investing, as we believe the closed-end fund market is inefficient. We run two publicly traded open-end mutual funds that make investments into underlying closed-end funds. Matisse Funds’ current product offerings can provide investors with exposure to a professionally managed portfolio of income-producing closed-end funds. Matisse Capital separately provides fee-based investment advisory and consulting services to individuals, employers, and nonprofits. For Individuals: For Employers: For Nonprofits: Disclosures: Terms of Use: Privacy Policy:
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Verified contacts
15
available on Kipplo
LinkedIn employees
14
11 to 50 range
Open roles
—
no listings
Distinct roles
14
indexed titles
Tech stack
1
tools in use
Monthly traffic
53
organic / mo
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Decision-makers and verified team members
15 contacts with verified email or phone · masked until revealed.
- DH
Deirdre Higdon
Director of Compliance & Client Operations · Other
EmailPhone - JM
Jim Mendenhall
VP Business Development · Sales & Business Development
EmailPhone - CO
Corrie Oliva
Senior Consultant · General Business & Management
EmailPhone - DS
Dan Sholian
Senior Consultant · General Business & Management
EmailPhone - KS
Keilea Swearingen
Institutional Sales · Sales & Business Development
EmailPhone - RW
Rebecca Wei
Performance & Research Analyst · Finance & Accounting
EmailPhone - JT
Joe Torkelson
VP, Investor Relations · Finance & Accounting
EmailPhone - EB
Eric Boughton
Portfolio Manager · Finance & Accounting
EmailPhone - RT
Raymond Torkelson
Retirement Plan Specialist · Finance & Accounting
EmailPhone
Showing 9 of 15 verified contacts
Top roles at Matisse Capital
14 distinct titles indexed · top 10 shown.
- 2senior consultant
- 1chef
- 1client services
- 1director of compliance & client operations
- 1institutional sales
- 1managing partner & chief compliance officer
- 1operations associate
- 1pastelería confitería
- 1performance & research analyst
- 1portfolio manager
- +4more titles
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