Managing Directors/Investment Committee |
|---|
| H. Kevin Birzer, CFA, CPA |
— Chairman of the Board |
| Zachary A. Hamel, CFA |
— Managing Director |
| Kenneth P. Malvey, CFA |
— Managing Director |
| Terry C. Matlack, CFA |
— Managing Director |
| David J. Schulte, CFA, CPA |
— Managing Director |
Private Equity Team |
|---|
| Jeff Fulmer |
— Senior Investment Analyst |
| David Henriksen |
— Vice President for Tortoise Capital Resources Corp. |
| Lisa Marquard |
— Research Analyst |
| Edward Russell |
— President of Tortoise Capital Resources Corp. |
Public Securities Team |
|---|
| Cameron Addington |
— Assistant Research Analyst |
| Nick Holmes |
— Assistant Research Analyst |
| Brett Jergens, CPA, PFS, CFP |
— Research Analyst |
| Brian Kessens, CFA |
— Investment Analyst |
| James Mick, CPA |
— Research Analyst |
| Matthew Sallee, CFA |
— Investment Analyst |
| Robert Thummel, CPA |
— President of Tortoise North American Energy Corp. |
Corporate and Product Development |
|---|
| Michelle Kelly, CFA |
— Product Analysis |
| Abel Mojica III |
— Head of Corporate Development |
Trading |
|---|
| Kyle Krueger, CFA, CIPM |
— Equity Trader |
| Matthew Weglarz |
— Trading Assistant |
Client Services, Tax, Operations & Compliance |
|---|
| P. Brad Adams |
— Director of Financial Operations |
| Brent Behrens |
— Financial Operations Analyst |
| Diane M. Bono |
— Chief Compliance Officer |
| Shobana Gopal, CPA |
— Tax Analyst |
| Pamela Kearney |
— Director of Investor Relations |
| Diane Kroh |
— Administrative Assistant |
| Jennifer Park |
— Investor Relations Specialist |
| Lisa Rebel |
— Administrative Assistant |
| Jaci Riddell |
— Financial Operations Analyst |
| Connie Savage |
— Controller |
| Gary Walborn |
— Manager of Information Technology |
