Our People

David Marshall

David Marshall
Regional Vice President – Southeast

David Marshall is a regional vice president at Tortoise, covering the wirehouse, independent and registered investment adviser channels in the Southeast region of the United States.

Previously, David was a regional vice president for Deutsche Asset & Wealth Management covering the Southeast region. He has more than 13 years of experience in the financial services industry. He worked exclusively with registered investment advisors, trust banks and family offices distributing mutual funds, ETFs and private equity strategies. He also has experience as a senior internal wholesaler at John Hancock and Van Kampen Investments.

David has a Bachelor of Science degree in Business Marketing from Illinois State University and a Master of Business Administration from St. Xavier University. He has passed the Series 6, 7, 63 and 65 exams and has completed the CAIA Fundamentals of Alternative Investments program. He currently resides in Orlando, Fl. He’s married and has two boys. He is a volunteer coach for I9 sports of Central Florida. He enjoys cheering on his Chicago teams. He loves spending time with family and competing on the golf course.


Firm Overview (At 10/31/2017)

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

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