Our People

Jacob Robertson

Jacob Robertson
Regional Consultant

Jacob Robertson is a regional consultant at Tortoise. His responsibilities include developing the sales channel for the firm’s products in the New England region.

Previously, Jacob was a financial advisor at Ameriprise Financial, where he helped clients with financial planning, investments and risk management strategies. He has more than 10 years of financial services experience. His prior experience also includes serving as a mortgage loan consultant for Principal Residential Mortgage, Wells Fargo Home Mortgage and Homestead Financial Mortgage.

Jacob has a Bachelor of Arts degree in psychology from the University of Missouri-Columbia. He is a volunteer at Lee’s Summit, Mo. High School varsity football and basketball events. He has passed the Series 7 and 66 exams.


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