Professionals - Biographies
Managing Directors/Investment Committee | ||
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H. Kevin Birzer, CFA, CPA, Chairman of the Board Mr. Birzer, Senior Managing Director, is a co-founder and has been at TCA since 2002. He has 28 years of investment experience, and began his career in 1981 at KPMG Peat Marwick. His subsequent experience includes three years working as a Vice President for F. Martin Koenig & Co., focusing on equity and option investments, and three years at Drexel Burnham Lambert, where he was a Vice President in the Corporate Finance Department. In 1990, Mr. Birzer co-founded Fountain Capital Management, a high yield bond management firm. Mr. Birzer graduated with a Bachelor of Business Administration degree from the University of Notre Dame and holds a Master of Business Administration degree from New York University. He earned his CFA designation in 1988. |
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Zachary A. Hamel, CFA, Managing Director Mr. Hamel has been a Managing Director of TCA since 2002 and is a Partner with Fountain Capital. Mr. Hamel joined Fountain Capital in 1997 and covered energy, chemicals and utilities. Prior to joining Fountain Capital, 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 attained a Master of Business Administration from the University of Kansas School of Business. He earned his CFA designation in 1998. |
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Kenneth P. Malvey, CFA, Managing Director Mr. Malvey has been a Managing Director of TCA since 2002 and is a Partner with Fountain Capital. Prior to joining Fountain Capital in 2002, Mr. Malvey was one of three members of the Global Office of Investments for GE Capital's Employers Reinsurance Corporation. Most recently, he was the Global Investment Risk Manager for a portfolio of approximately $24 billion of fixed-income, public equity and alternative investment assets. Before joining GE Capital in 1996, he was a Bank Examiner and Regional Capital Markets Specialist with the FDIC for nine years. Mr. Malvey graduated with a Bachelor of Science degree in Finance from Winona State University, Winona, Minn. He earned his CFA designation in 1996. |
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Terry C. Matlack, CFA, Managing Director Mr. Matlack has been a Managing Director of TCA since 2002. From 2001 to 2002, Mr. Matlack was a full-time Managing Director at Kansas City Equity Partners (KCEP). Prior to joining KCEP, Mr. Matlack was President of GreenStreet Capital and its affiliates in the telecommunications service industry. Mr. Matlack served as the Executive Vice President and a board member of W.K. Communications, Inc., a cable television acquisition company, and Chief Operating Officer of W.K. Cellular, a cellular rural service area operator. Mr. Matlack graduated with a Bachelor of Science in Business Administration from Kansas State University. He holds a Juris Doctorate and a Master of Business Administration degree from the University of Kansas. He earned his CFA designation in 1985. |
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David J. Schulte, CFA, CPA, Managing Director Mr. Schulte has been a Managing Director of TCA since 2002. Previously, Mr. Schulte was a full-time Managing Director at KCEP from 1993 to 2002, where he led private financing for two growth MLPs. Mr. Schulte served on the Board of Directors of Inergy, LP, a propane gas MLP, from 2001 to 2004. Mr. Schulte served as the observer to the Board of Directors of Markwest Energy Partners, a natural gas gathering and processing MLP from 2002 – 2004. Before joining KCEP, he spent five years as an investment banker at the predecessor of Oppenheimer & Co., Inc. Mr. Schulte holds a Bachelor of Science in Business Administration from Drake University and a Juris Doctorate from the University of Iowa. He is a CPA and earned his CFA designation in 1992. |
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Corporate Officers | ||
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P. Brad Adams, Assistant Treasurer Brad Adams joined Tortoise Capital Advisors in 2005 as the Director of Financial Operations. Mr. Adams serves as Assistant Treasurer of each of Tortoise's funds. Previously, he served as a consultant to the financial services industry from 2003 to 2005 and as Vice President of Finance and Operations, Chief Operating Officer and Director of Jones & Babson, Inc. (an investment company distributor and service provider) from 1984 to 2003. Mr. Adams holds a Bachelor of Science in Finance from the University of Wyoming and a Master of Business Administration from Rockhurst College. |
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Connie Savage, Secretary Connie Savage joined Tortoise Capital Advisors in 2004 as Controller. Ms. Savage serves as Secretary of each of Tortoise's funds. Previously, she served as Controller of Kansas City Equity Partners from 2001 to 2004 and GreenStreet Capital From 1998 to 2001. Ms. Savage graduated Magna Cum Laude from Rockhurst University with a Bachelor of Arts in Accounting. |
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Compliance Professionals | ||
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Diane M. Bono, Chief Compliance Officer Diane Bono joined Tortoise Capital Advisors in 2005. Ms. Bono serves as Chief Compliance Officer and Assistant Secretary of each of Tortoise's funds. From September 2005 through May 2006, she served as Tortoise Capital Advisor’s Director of Compliance. Prior to joining Tortoise Capital Advisors, Ms. Bono was a corporate and securities law attorney with Sonnenschein Nath & Rosenthal LLP. Ms. Bono is a graduate of Blackburn College, with a Master of Business Administration from Suffolk University and a Juris Doctorate from St. Louis University. |
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Private Equity Team | ||
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Jeff Fulmer, Senior Investment Analyst Mr. Fulmer has served as Energy Portfolio Advisor / Senior Investment Analyst for TCA since 2007. From 2002 to 2007 Mr. Fulmer was 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, Mr. Fulmer 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. |
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David Henriksen, Vice President for Tortoise Capital Resources Corp. Mr. Henriksen joined Tortoise Capital Advisors in 2007 as a Vice President for Tortoise Capital Resources Corp. Prior to joining the company Mr. Henriksen held various positions with Great Plains Energy where he most recently served as Vice President, Strategy & Investor Relations. His prior experience includes merger & acquisition advisory services, as well as corporate development positions with Koch Industries and CGF Industries. Mr. Henriksen earned a Bachelor of Science in Industrial Administration from Iowa State University and a Master of Business Administration with an emphasis in Finance from The University of Iowa. |
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Lisa Marquard, Research Analyst Ms. Marquard joined Tortoise Capital Advisors in 2007 as a Research Analyst for Tortoise Capital Resources Corp. 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 of Tortoise Capital Resources Corp. Ms. Marquard is a graduate of Washington University with a Bachelor of Science in Business Administration degree in finance, economics, management and political science. |
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Edward Russell, President of Tortoise Capital Resources Corp. Mr. Russell joined Tortoise Capital Advisors in 2006. In April 2007 he became President of Tortoise Capital Resources Corp. Previously, Mr. Russell was a Managing Director at Stifel, Nicolaus & Company, Inc., where he headed the Energy and Power group. Prior to that, Mr. Russell worked as an investment banker at Pauli & Company, Inc. and Arch Capital, LLC. His experience also includes serving as a commercial banker with Magna Bank and Southside National Bank. He attended Maryville University in St. Louis, MO. |
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Public Securities Team | ||
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Cameron Addington, Assistant Research Analyst Mr. Addington joined Tortoise Capital Advisors in 2008 as an Assistant Research Analyst. Mr. Addington worked for Tortoise Capital Advisors as an intern in 2007. He received a Bachelor of Science degree in Financial Management and International Business from Kansas State University. |
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Nick Holmes, Assistant Research Analyst Mr. Holmes joined Tortoise Capital Advisors in 2010 as an Assistant Research Analyst. Mr. Holmes worked for Tortoise Capital Advisors as an intern in 2009. He received a Bachelor of Arts degree in Political Science from Yale University. |
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Brett Jergens, CPA, PFS, CFP, Research Analyst Mr. Jergens joined Tortoise Capital Advisors in 2007 as a Research Analyst. Previously, Mr. Jergens was a tax accountant with KPMG, LLP and most recently practiced as a financial planner. He received a Bachelor of Science degree in both Finance and Accounting from Kansas State University. Mr. Jergens is a licensed CPA, with the Personal Financial Specialist (PFS) designation from the AICPA and is a Certified Financial Planner (CFP). |
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Brian Kessens, CFA, Investment Analyst Mr. Kessens joined Tortoise Capital Advisors in 2008 as an Investment Analyst. Previously, he was a Vice President at Citigroup Global Markets in Global Energy Investment Banking from 2004 to 2008. He received a Bachelor of Science degree in Economics from the United States Military Academy at West Point. Mr. Kessens earned a Master of Business Administration from Columbia Business School in New York. He is also a CFA Charterholder. |
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1.JPG "Kyle Krueger, CFA, CIPM") |
Kyle Krueger, CFA, CIPM, Equity Trader Mr. Krueger joined Tortoise Capital Advisors in 2004 as an Equity Trader. Prior to joining the company, Mr. Krueger was a fixed income analyst for Fountain Capital from 1999 to 2004. Mr. Krueger graduated Magna Cum Laude from William Jewell College with a degree in Business Administration. He earned a Master of Business Administration from the University of Kansas. Mr. Krueger earned his CFA designation in 2003. Mr. Krueger earned his Certificate in Investment Performance Measurement (CIPM) designation in 2008. |
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James Mick, CPA, Research Analyst Mr. Mick joined Tortoise Capital Advisors in 2006 as a Research Analyst. Previously, he was a Senior Finance Specialist at General Electric Insurance Solutions (now Swiss Re) from 2003 to 2006 and a Senior Auditor at Ernst & Young from 2000 to 2003. Mr. Mick graduated from the University of Kansas with Bachelor of Science degrees in Business Administration and Accounting. He holds a Master of Accounting and Information Systems degree from the University of Kansas and is a CPA. |
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Matthew Sallee, CFA, Investment Analyst Mr. Sallee joined Tortoise Capital Advisors in 2005 as a Research Analyst. Previously, Mr. Sallee served for five years as a Senior Financial Analyst with Aquila, Inc where he was responsible for analysis of capital allocation at its communications infrastructure subsidiary, Everest Connections. In 2000, he graduated Magna Cum Laude from the University of Missouri - Columbia with a degree in Business Administration. |
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Robert Thummel, CPA, President of Tortoise North American Energy Corp. Mr. Thummel joined Tortoise Capital Advisors in 2004 as an Investment Analyst. In September 2008 he was appointed President of Tortoise North American Energy Corp. Previously Mr. Thummel was Director of Finance at KLT Inc., a subsidiary of Great Plains Energy. from 1998 to 2004 and a Senior Auditor at Ernst & Young from 1995 to 1998. Mr. Thummel earned a Master of Business Administration from the University of Kansas and a Bachelor of Science in Accounting from Kansas State University. |
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Matthew Weglarz, Trading Assistant Mr. Weglarz joined Tortoise Capital Advisors in October 2008 as a Trading Assistant. Mr. Weglarz worked for Morgan Keegan as an intern in 2007. He received a Bachelor of Science degree in Finance from Missouri State University and, most recently, a Master of Business Administration from the University of Notre Dame in 2008. |
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Corporate and Product Development | ||
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Michelle Kelly, CFA, Product Analysis Ms. Kelly joined Tortoise Capital Advisors in 2006 as an Associate focused on Strategic Planning & Development. Prior to joining the company, Ms. Kelly was an investment banker for Goldman, Sachs and Co. for more than 5 years in its Industrial & Natural Resources Group in Chicago and its Financial Institutions Group in New York. Ms. Kelly graduated Summa Cum Laude from DePauw University with a Bachelor of Arts degree in Economics. |
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Abel Mojica III, Head of Corporate Development Mr. Mojica joined Tortoise Capital Advisors in 2005 and played a key role in the development of Tortoise Capital Resources Corp. In 2008 he was named Head of the newly formed Corporate Development Group. He brings more than 14 years of experience, most recently as a private equity investor with Kansas City Equity Partners. His investment experience included early investments in Inergy Partners, LP (NRGY) and Markwest Energy Partners, LP (MWE). Prior to KCEP, Mr. Mojica was a high yield investment banker with First Chicago Capital Markets and a commercial banker with Citigroup. He is a graduate of the University of Chicago with an MBA from the University of North Carolina-Chapel Hill. |
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Client Services, Tax, Operations & Compliance | ||
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Brent Behrens, Financial Operations Analyst Brent Behrens joined Tortoise Capital Advisors in 2005 as a Financial Operations Analyst. Mr. Behrens assists in operations of the closed-end funds, preparing financial statements, financial and budget analysis, compliance monitoring and reporting, and cash management. Previously, he was a Portfolio Accountant at State Street Corp. Mr. Behrens graduated from the University of Kansas with a Bachelor of Science in Business Administration and Accounting. |
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