Our People

Leadership

Zachary A. Hamel, CFA*
Managing Director and Co-Founder

H. Kevin Birzer, CFA*
Senior Managing Director and Co-Founder

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

Kenneth P. Malvey, CFA*
Managing Director and Co-Founder

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

P. Bradley Adams*
Managing Director

Diane M. Bono*
Director, Chief Compliance Officer

Shobana Gopal, CPA*
Director, Tax

Brian Kessens, CFA
Director, Portfolio Manager and Senior Investment Analyst

Kyle Krueger, CFA, CIPM*
Managing Director and Senior Trader

James Mick, CFA*
Managing Director and Portfolio Manager

Abel Mojica III*
Director, Head of Corporate Development

Edward Russell*
Managing Director

Matthew Sallee, CFA*
Managing Director and Portfolio Manager

Connie Savage, CPA*
Director, Controller

Robert Thummel*
Managing Director and Portfolio Manager

Michelle R. Kelly, CFA*
Managing Director

 

 

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

 
 

Firm Overview (At 3/31/2014)

  • Assets
    Approximately $15.5 billion under management
  • Founded
    2002
  • Employees
    52
  • World Headquarters
    Kansas City area

 

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