Tortoise

Our People

Craig Fisher

Craig Fisher
Vice President, Strategic Client Group

Craig Fisher is a vice president with the Strategic Client Group, covering the Bank/Trust channel and TAMP platforms. He works to strategically and tactically improve key account relationships and drive platform placement for the firm’s investment strategies. 

Previously, Craig was a regional vice president covering the Rocky Mountain region for Montage Investments. Prior to joining the company, Craig worked for Mariner Wealth Advisors, as a retirement plan specialist, where he was responsible for retirement plan education along with maintaining all client and consultant relationships.

Craig has a Bachelor of Business Administration degree in business finance from Washburn University, where he was a member of the golf team for three years. He has passed the Series 6, 7, 63 and 65 exams. Craig is involved with the First Tee Foundation of Kansas City, The Mariner Foundation, and Ducks Unlimited of Greater Kansas City. 

 
 

Firm Overview (At 10/31/2017)

  • Assets
    Approximately $19.8 billion under advisement 
  • Founded
    2002
  • Employees
    152
  • Offices

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