Our People

Managing Director

H. Kevin Birzer, CFA*
Chief Executive Officer, Co-Founder

Terry C. Matlack, CFA*
Managing Director and Co-Founder

David J. Schulte, CFA*
Managing Director and Co-Founder

P. Bradley Adams*
Managing Director

Michelle R. Kelly, CFA*
Managing Director

Brian Kessens, CFA*
Managing Director and Portfolio Manager

Kyle Krueger, CFA, CIPM*
Managing Director, Head of Trading and Head of SMA Business

James Mick, CFA*
Managing Director and Portfolio Manager

Edward Russell*
Managing Director

Matthew Sallee, CFA*
Managing Director and Portfolio Manager

Connie Savage, CPA*
Managing Director, Chief Operating Officer

Robert Thummel*
Managing Director and Portfolio Manager

 

*Equity owner of Tortoise Holdings, LLC, sole member of Tortoise Capital Advisors

 
 

Firm Overview (At 4/30/2015)

  • Assets
    Approximately $18.5 billion under management
  • Founded
    2002
  • Employees
    66
  • World Headquarters
    Kansas City area

 

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