Tortoise

Our People

David Perkes

David Perkes, CIMA®
Regional Vice President – Southwest

David Perkes is a regional vice president at Tortoise, covering the wirehouse, independent and registered investment advisor channels in Southern California and Arizona.

Previously, David was with Old Mutual Asset Management, where he marketed liquid alternatives and traditional mutual funds, hedge fund-of-funds and separate accounts to the wirehouse and independent channels. Before that, Dave’s responsibilities at Old Mutual included product and sales desk management. David started in the industry in January 2000. He also has experience working as an internal wholesaler with Jackson National Life and as an account specialist representative with Janus.

David has a Bachelor of Science in applied art and sciences in kinesiology from San Diego State University and a Masters of Business Administration in financial planning from St. Xavier University. He has passed the Series 6, 7, 24, 63 and 66 exams, and holds the Certified Investment Management Analyst (CIMA®) designation. In his time away from the office he enjoys spending time with his wife and three girls, surfing, running and playing volleyball.

 
 

Firm Overview (At 9/30/2017)

  • Assets
    Approximately $20.2 billion under advisement 
  • Founded
    2002
  • Employees
    148
  • Offices

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