Distribution Team

Edward Russell*
Senior Managing Director


Corporate Development

Abel Mojica III*
Managing Director

Andrew Goldsmith*
Director, Head of Institutional Sales and Consultant Relations

Kyle Vanourny, CFA*

Private Client Group

Jason McElwee*, AIF®
Managing Director - National Sales

David Perkes, CIMA®
Regional Vice President – Southwest

Jacob Ford
Regional Consultant

Stuart Bahnmuller
Regional Vice President – Mid-Atlantic

William Wolfe
Regional Vice President – New England

Steve Graves, CAIA®
Regional Consultant

Matthew Fitzgerald*
Regional Vice President – Central Plains

Ryan Holloman, AAMS®
Vice President, Internal Sales

Benjamin Price
Regional Consultant

Joe Flores*, CAIA®
Regional Vice President – North Central, Ohio Valley

Mark Peterson
Associate Vice President

Brian Price, CIMA®
Regional Consultant

Eric Lowell, CFP
Regional Vice President – Northwest

Tony Schuetz
Associate Vice President

Jacob Robertson
Regional Consultant

David Marshall
Regional Vice President – Southeast

Nathan Biggerstaff
Regional Consultant

Adam Smith
Regional Consultant

Matthew Mudd, CIMA®, CPWA®
Regional Vice President – South Central

Samuel Carr
Regional Consultant

Rickey Gallagher
Business Analyst

Michael Pappas, CFA
Regional Vice President – Northeast

Patrick Fletcher
Regional Consultant


David Berenger
Vice President – European Development


Strategic Client Group

Michael S. McKeigue*, CIMA®, CPWA®, CRPC®
Managing Director, Strategic Client Group

Craig Fisher
Vice President, Strategic Client Group

Alexis Pickard
Vice President, Strategic Client Group

Vincent Rupp
Vice President, Strategic Client Group


Product Specialists

Gregory D. Murphy, CFA*
Director, Institutional Client Portfolio Manager

Brian Sulley, CFA*
Director, Client Portfolio Manager



*Equity owner in a Tortoise entity


Firm Overview (At 10/31/2017)

  • Assets
    Approximately $15.5 billion under management
  • Founded
  • Employees
  • World Headquarters

    Kansas City