Tortoise

Our People

Jason McElwee*, AIF®
Managing Director - National Sales

   

Corporate Development

Andrew Goldsmith*
Director, Head of Institutional Sales and Consultant Relations

Kyle Vanourny, CFA*
Director

 

Private Client Group
888-870-3088

Ryan Holloman, AAMS®
Director, National Sales

Stuart Bahnmuller
RVP, Private Client Group – Mid-Atlantic

Matthew Fitzgerald*
RVP, Private Client Group – Central Plains

Joe Flores*, CAIA®
RVP

Eric Lowell, CFP
RVP, Private Client Group – Northwest

David Marshall
RVP, Private Client Group – Southeast

Matthew Mudd, CIMA®, CPWA®
RVP, Private Client Group – South Central

Michael Pappas, CFA
RVP, Private Client Group – Northeast

David Perkes, CIMA®
RVP, Private Client Group – Southwest

William Wolfe
RVP, Private Client Group – New England

Mark Peterson
AVP, Private Client Group – East

Tony Schuetz
AVP, Private Client Group – West

Nathan Biggerstaff
Consultant, Private Client Group – Southeast

Samuel Carr
Consultant, Private Client Group – North Central

Jacob Ford
Consultant, Private Client Group – Northeast

Steve Graves, CAIA®
Consultant, Private Client Group – Northwest

Benjamin Price
Consultant, Private Client Group – South Central

Brian Price, CIMA®
Consultant, Private Client Group – Central Plains

Jacob Robertson
Consultant, Private Client Group – New England

Adam Smith
Consultant, Private Client Group – Southwest

Rickey Gallagher
Business Analyst

David Ward
Salesforce Administrator

Brian J. Kilar, AIF®
RVP, Private Client Group – North Central

 

International

David Berenger
Vice President – European Development

   

Strategic Client Group

Michael S. McKeigue*, CIMA®, CPWA®, CRPC®
Managing Director, Strategic Client Group

Craig Fisher
Vice President, Strategic Client Group

Alexis Pickard
Vice President, Strategic Client Group

Product Specialists

Brian Sulley, CFA*
Director, Client Portfolio Manager

Mark Kavolius, CIMA®
Senior Consultant & Product Specialist

Michael J. Kelnosky
Senior Consultant & Product Specialist

Vincent Rupp
Vice President, Product Specialist

   
*Equity owner in a Tortoise entity
 

Firm Overview (At 1/31/2018)

  • Assets
    Approximately $21.0 billion under advisement 
  • Founded
    2002
  • Employees
    151
  • Locations

    Leawood, KS
    New York, NY
    Los Angeles, CA
    Wilton, CT
    Grand-Duchy of Luxembourg