Finance & Operations

Financial Operations - Funds

Connie Savage, CPA*
Senior Managing Director

P. Bradley Adams*
Managing Director

Brent Behrens, CFA*
Director, Controller

Ryan Channell*
Vice President, Financial Operations

Courtney Gengler, CPA
Vice President, Accounting and Financial Operations

Sean Wickliffe
Financial Operations Analyst


Shobana Gopal, CPA*
Director, Tax

Kimberly Giuliani, CPA
Vice President, Tax

Jimmy Carroll
Tax Associate

Corporate Accounting and SMA Operations

Raven Olivarez-Weber*
Vice President and Senior Operations Analyst

Kelly Schuetz
Senior Operations Specialist

Kevin Morin
Operations Analyst

Julie Pace, CPA*
Vice President and Accounting Manager

Karen Hannaford
Compensation Analyst

John Davenport
Staff Accountant

Stephanie Tobis
Accounting Associate



Diane M. Bono*
Director, Chief Compliance Officer

Jeffrey Kruske
Senior Compliance and Regulatory Counsel

Gordon Taylor
Vice President, Compliance

Cameron Willcott
Senior Compliance Associate

Christie Klatt
Compliance Associate

Jill Henry
Compliance Assistant

Information Technology

Gary Walborn, CCNA, MCSE*
Director of Information Technology

Brian Bishop
Software Development Manager

Daniel Ash, CCNA, CCDA
Senior Network Engineer

Karen Dolasky
Software Development Associate


Firm Support

Lisa Rebel
Vice President and Administrative Support Manager

Diane Kroh
Office Administrator

Connie Martin
Business Development Administrative Assistant

Christy Nelson
Portfolio Administrator

Lisa Sirna
Executive Assistant

Kayla White
Human Resources Business Partner


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


Firm Overview (At 2/28/2017)

  • Assets
    Approximately $17.2 billion under management
  • Founded
  • Employees
  • World Headquarters
    Kansas City area