Tortoise Capital Advisors L.L.C.

Investment Professionals


Jeff Fulmer

Jeff Fulmer
jfulmer@tortoiseadvisors.com

Jeff joined Tortoise Capital Advisors in 2007. He brings more than 25 years of experience, most recently with the U.S. Department of Defense where he headed a group of infrastructure analysts engaged globally in critical infrastructure analysis, assessment, and protection. Prior to the DoD, Jeff served as president of Redland Energy, senior vice president of Statoil Energy, and in engineering and geologic positions for ARCO Oil and Gas and Tenneco Oil Exploration and Production. Mr. Fulmer graduated with a Bachelor of Science in Geological Engineering from the Colorado School of Mines and holds a Master of Petroleum Engineering degree from the University of Southern California.

 

Zach Hamel
ZHamel@tortoiseadvisors.com

Zach co-founded Tortoise Capital Advisors in 2002 and is the Senior Vice President of all its public funds. Mr. Hamel covers energy, chemicals and utilities for Fountain Capital, where he is a partner. Prior to Fountain, Mr. Hamel worked for the Federal Deposit Insurance Corp. ("FDIC") for eight years as a Bank Examiner and a Regional Capital Markets Specialist. Mr. Hamel graduated from Kansas State University with a Bachelor of Science in Business Administration. He also attained a Master of Business Administration from the University of Kansas School of Business. He earned his CFA designation in 1998.

Dave Henriksen

Dave Henriksen
dhenriksen@tortoiseadvisors.com

Dave joined Tortoise Capital in 2007. Prior to joining the company, Dave held various positions with Great Plains Energy where he most recently served as Vice President of Strategy and Investor Relations. Prior to joining Great Plains, Dave headed his own merger & acquisition advisory company. His past experience also includes positions with Koch Industries, a holder of a diverse group of companies engaged in trading, operations and investments worldwide, and CGF Industries, a multi-industry leveraged buyout and operating holding company. Dave earned a B.S. degree in Industrial Administration from Iowa State University, and an MBA with an emphasis in Finance from The University of Iowa.

Lisa Marquard

Lisa Marquard
LMarquard@tortoiseadvisors.com

Lisa joined Tortoise Capital Advisors in June 2007. Prior to joining Tortoise Capital, she worked for five years in the Financial Institutions Investment Banking Group at Stifel, Nicolaus & Co. where she worked on the initial public offering for Tortoise Capital Resources Corp. Lisa is a graduate of Washington University with a B.S.B.A in finance, economics, management and political science.

Terry Matlack

Terry Matlack
TMatlack@tortoiseadvisors.com

Terry co-founded Tortoise Capital Advisors in 2002 and is the CFO for all its public funds. Terry brings more than 20 years of experience, most recently as a private equity investor with Kansas City Equity Partners. Prior to KCEP, he was an investment banker with B.C. Christopher and president of several private corporations. He is a graduate of Kansas State University with JD/MBA degrees from the University of Kansas. He also holds a CFA designation.

Ed Russell

Ed Russell
ERussell@tortoiseadvisors.com

Ed joined Tortoise Capital Advisors in 2006. Prior to joining Tortoise Capital, Ed headed the Energy and Power Investment Banking Group at Stifel, Nicolaus & Co. and was the lead banker for all of Tortoise Capital's public funds. He brings more than 21 years of experience as an investment banker including working at Pauli & Company and Arch Capital, LLC. Additionally, Ed was a commercial banker with Magna Bank and Southside National Bank. He attended Maryville University.

Rob Thummel

Rob Thummel
RThummel@tortoiseadvisors.com

Rob joined Tortoise Capital Advisors in 2004. Previously Rob was Director of Finance at KLT Inc., a subsidiary of Great Plains Energy Corp., from 1998 to 2004 and a Senior Auditor at Ernst & Young from 1995 to 1998. He earned a Master of Business from the University of Kansas and a Bachelor of Science in Accounting from Kansas State University. He is also a CPA.