Tortoise

Our People

Steve Graves

Steve Graves, CAIA®
Regional Consultant

Steve Graves is a regional consultant at Tortoise. His responsibilities include developing the sales channel for the firm’s products in the Southwest region.

Previously, Steve was a financial advisor at both Oppenheimer and Waddell & Reed, where he worked to develop comprehensive financial plans for clients with a focus on evaluating and selecting investments to help clients achieve their goals. He has more than 13 years of sales experience, including three years of experience in the financial services industry.

Steve attended Wichita State University before serving aboard a Trident submarine in the U.S. Navy. He has passed the Series 7 and 66 exams and holds the Chartered Alternative Investment Analyst (CAIA®) designation.