Investments

Securities Team

Matthew Sallee, CFA*
Senior Managing Director and Portfolio Manager – Energy

Brian Kessens, CFA*
Managing Director and Portfolio Manager – Energy

James Mick, CFA*
Managing Director and Portfolio Manager – Energy

Robert Thummel*
Managing Director and Portfolio Manager – Energy

Nick Holmes, CFA*
Director and Investment Analyst – Energy

Brett Jergens, CFA, CFP*
Director and Portfolio Manager – Energy

Stephen Pang, CFA*
Director and Portfolio Manager – Energy

Adam Peltzer, CFA*
Director and Investment Analyst – Energy

Braden Cielocha, CFA*
Director and Investment Analyst – Energy

Brett Castelli, CFA
Vice President and Research Analyst – Energy

Evan Lang
Research Analyst – Energy

Nicholas Hense
Junior Analyst – Energy

Richard J. Hield
Research Analyst – Energy

Chris Ottinger
Junior Analyst – Energy

Jakob Tobler
Research Analyst – Energy

Trading Team

Kyle Krueger, CFA, CIPM*
Managing Director – Trading Operations

David Santacroce, CFA*
Vice President and Senior Trader

Dan Woestendick
Vice President and Trader

Michelle McNitt
Trader

   

 

*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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