Corporate/Retail Development

Jason McElwee*
Managing Director – Distribution

   

David Berenger
Vice President – European Development

Corporate Development

Andrew Goldsmith*
Director – Institutional Sales & Consultant Relations

Kyle Vanourny, CFA*
Director

 

Retail Development

Ryan Holloman, AAMS®
Director – National Sales

Stuart Bahnmuller
RVP – Mid-Atlantic

Matthew Fitzgerald*
RVP – Central Plains

Joe Flores*, CAIA®
Vice President – Strategic Client Office

Brian J. Kilar
RVP – North Central

Eric Lowell, CFP
RVP – Northwest

David Marshall, MBA
RVP – Southeast

Matthew Mudd, CIMA®, CPWA®
RVP – South Central

Michael Pappas, CFA
RVP – Northeast

David Perkes, CIMA®
RVP – Southwest

William Wolfe
RVP – New England

Mark Peterson
AVP – East

Tony Schuetz
AVP – West

Nathan Biggerstaff
Consultant – Southeast

Samuel Carr
Consultant – North Central

Jacob Ford
Consultant – Northeast

Steve Graves, CAIA®
Consultant – Northwest

Benjamin Price
Consultant – South Central

Brian Price, CIMA®
Consultant – Central Plains

Jacob Robertson
Consultant – Mid-Atlantic

Adam Smith
Consultant – Southwest

Rickey Gallagher
Business Analyst

David Ward
Salesforce Administrator

 

Strategic Client Group

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

Craig Fisher, CIMA®
Vice President – Strategic Client Group

Alexis Pickard
Vice President – Strategic Client Group

Vincent Rupp
Client Portfolio Manager

Kristin Blundo Douglass, CAIA®
Director – Strategic Client Group

Matthew Blind*, CFA®
Director – Strategic Client Office

Product Specialists

Michael J. Kelnosky
Client Portfolio Manager

Brian Sulley, CFA*
Client Portfolio Manager

Mark Kavolius, CIMA®
Client Portfolio Manager

 

*Equity owner in a Tortoise entity

 
 

Firm Overview (At 31/1/2018)

  • Assets
    Approximately $16.7 billion under management
  • Founded
    2002
  • Employees
    88
  • World Headquarters

    Kansas City

 

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